One connected foundation
CRM contacts and companies connect to the workflows that use them. Fewer separate lists. A clearer view of the relationship.
THE MODULAR BUSINESS PLATFORM
Your business.
Clearly connected.
Less switching. More perspective. Bring your relationships, communication and operations into one workspace—built around the way you do business.
Choose your modules Control your access Grow your way
CalibreIQ / All Workspaces
Actual CalibreIQ interface · fictional sample data
ONE PLATFORM. A CLEARER WAY FORWARD.
Modular by design
Built for multiple organisations
Permission-aware access
A MORE CONNECTED BUSINESS
Bring the bigger picture
into focus.
Good businesses don’t operate in silos. Your software shouldn’t either. CalibreIQ brings your essential tools together around shared relationships and clearly defined workspaces.
Only the tools you need
Configure modules and features around your organisation. Keep the experience focused, without making every user navigate every tool.
Boundaries you can trust
Separate organisation workspaces and individual permissions keep the right information with the right people.
EXPLORE YOUR PLATFORM
More capability.
Less disconnected work.
A considered toolkit for customer relationships, daily operations and what comes next. Explore the product areas below, including the setup each one needs.
12 product areas · Availability depends on workspace configuration and user permissions.
Available
WORKSPACES & PRODUCTIVITY
One view. Every workspace.
See permitted email, tasks, calendar items and reminders together, then open the business you need without mixing its data.
- All Workspaces overview
- Workspace-specific roles and modules
- Quick tasks and reminders
Available
CRM
Relationships with a next step.
Keep contacts, companies, opportunities and pipelines connected. Reuse CRM contacts across your workflows instead of building disconnected lists.
- Contacts, companies and search
- Opportunities, notes and follow-ups
- Leadz.co one-way contact import
Provider setup required
EMAIL & SMS
Bring conversations into focus.
Connect separate Microsoft 365 accounts and permitted shared mailboxes. Work with email and run CRM-connected SMS workflows.
- Read, compose, reply and search email
- SMS inbox, lists, templates and campaigns
- Android gateway and configured channels
Available
ACCOUNTING
A clearer view of receivables.
Prepare invoices, review receivables and record payments in the right organisation. A focused invoicing workflow—not a promise to replace your entire general ledger.
- Draft invoices, line items and PDFs
- Invoice review and payment records
- Approved external invoice ingestion
Provider setup required
MARKETING
Purposeful customer engagement.
Build campaign records, audiences, forms and consent-aware workflow definitions around the customer information you already hold.
- CRM-connected audiences
- Forms, consent and attribution
- Configured workflow integrations
Provider setup required
ROUTES
Make more of your day.
Choose visits from your day or build a route manually. Plan a practical order around stop durations and appointment constraints, then hand navigation to Google Maps.
- Manual routes and Plan My Day
- Fixed appointments and time windows
- Saved routes and navigation handoff
Available
LEARNING CENTRE
Learning with personal progress.
Give learners access to courses, lessons and quizzes, with individual results and course-based access. Course purchases and payment configuration are separate.
- Courses and lesson content
- Course and mixed-question quizzes
- Private learner results
AI setup required
BUSINESS IDEAS
From a thought to a plan.
Capture private ideas, develop research and shortlist names and domains. Review AI suggestions and explainable scores before saving changes to your idea.
- Private-by-default ideas and sharing
- Names, domains and structured research
- Links to CRM and normal follow-up tasks
Available
PERSONAL TOOLS
Room for the personal details.
Keep favourite places, personal reminders and health-and-fitness records organised, with user-private tools distinct from shared business information.
- Favourite places and collections
- Workouts, meal planning and recipes
- Personal reminders
Controlled rollout
AI WORKFORCE
Your next operational layer.
Configure AI employees, approved knowledge, tasks and human approvals. The AI receptionist is staged behind safety gates; production calling is not generally enabled.
- Management dashboard and virtual office
- Agent configuration and activity
- Receptionist transfer and fallback testing
Configuration required
INTEGRATIONS & API
Connect with control.
Give approved systems narrowly scoped access through the CalibreIQ backend. Keep reading, editing and sensitive actions separate with revocable credentials.
- Versioned REST API and documentation
- Granular scopes and request auditing
- Rate limits and idempotent actions
Available
ADMINISTRATION
The right access, in context.
Manage identities centrally while assigning organisation membership, module access and permissions individually. Administration stays separate from day-to-day workspace work.
- Shared identity across organisations
- Organisation and user module controls
- Role-aware workspace navigation
A CLOSER LOOK
The real interface.
A clearer way to work.
Explore actual CalibreIQ screens populated with fictional sample records. No customer information, live accounts or invented performance metrics.
Actual CalibreIQ interface · fictional sample data
Your day, across workspaces
Product preview · not a live accountBring permitted work into one overview, then open the workspace you need.
CONNECTED IN PRACTICE
Built around the work.
Not around the software.
Keep the context as work moves between people and modules. These are examples of workflows you can configure—not promises of unattended automation.
Win the relationship
Capture a contact, track an opportunity and give the next conversation a clear owner.
CRM → Email → Follow-up taskKeep the work moving
See your calendar and tasks, choose the visits that matter and plan a practical day.
Overview → Calendar → RoutesTurn work into clarity
Prepare an invoice, review what is outstanding and record the payment in the correct business.
CRM → Invoicing → ReceivablesA FOUNDATION YOU CAN BUILD ON
Connected outside.
Considered inside.
Use approved integrations without handing every connected system unrestricted access to your business.
Workspaces with boundaries.
- Organisation-scoped workServer-side membership and role checks define access. A workspace is not a shortcut into another business’s records.
- Personal where it mattersPrivate ideas, learner results and personal tools have their own visibility rules. Sharing is intentional.
- Controlled external accessScoped API credentials, revocation, audit records and separate action permissions support approved integrations.
Connect the services you use.
- Microsoft 365Connect separate sign-ins and permitted shared mailboxes using Microsoft’s own authorisation flow.
- Leadz.co and messagingImport sub-account contacts into CRM and configure supported messaging or Android gateway workflows.
- Maps, AI and external systemsProvider configuration stays server-side where required. Usage, permissions and service limits still apply.
Microsoft 365Leadz.coGoogle MapsOpenAIAndroid SMS gatewayScoped REST API
CHOOSE YOUR WORKSPACE
Your main businessOwner · Active workspace
Your second businessYour permitted access
Your client workspaceYour permitted access
CRM Email Accounting Routes
Illustrative workspaces and available modulesMANY BUSINESSES. ONE IDENTITY.
Switch your workspace.
Keep your perspective.
Work across the organisations you belong to without mixing their data. Each workspace has its own modules, people and permissions, accessed through one CalibreIQ identity.
- See only organisations you can access
- Give each person the right role
- Enable features for each organisation
A PLAN FOR YOUR NEXT CHAPTER
Start focused.
Add more as you grow.
Use these starting points to plan your CalibreIQ setup. We’ll confirm the right modules, users and commercial terms for your business.
Indicative guide · NZD · excludes GST
Essentials
Focus your day and organise your customer relationships.
From$49/ organisation / month
Per organisation · billed monthly
Explore Essentials setupSuggested module configuration
- CRM contacts and companies
- Pipeline and opportunity management
- Organisation workspaces and roles
- Tasks, reminders and workspace overview
- Core module configuration agreed at onboarding
Business
Connected businessBring relationships, communication and operations together.
From$99/ organisation / month
Per organisation · billed monthly
Explore Business setupSuggested module configuration
- Essentials-style workspace foundation
- Microsoft 365 email and SMS options
- Marketing forms and audience workflows
- Invoicing and receivables configuration
- Provider setup and allowances agreed separately
Group
A connected foundation for more complex organisations.
From$199/ organisation / month
Per organisation · billed monthly
Explore Group setupSuggested module configuration
- Broader Business-style module configuration
- Multi-organisation access planning
- Scoped API integration options
- Learning, Routes and Business Ideas options
- Each organisation and user allowance scoped
Enterprise
A tailored configuration for complex operations and specialist workflows.
Scoped to your needsLet’s talkCustom proposal
Modules, users and rollout by agreement
Explore Enterprise setupTailored configuration
- Organisation and module rollout planning
- Specialist integration scoping
- Onboarding and migration assessment
- AI Workforce eligibility and safety review
- Commercial and support terms by agreement
These are illustrative starting prices, not a binding offer or an active subscription checkout. Final module scope, user allowances, onboarding and pricing are confirmed before purchase. Messaging, calling, Microsoft 365, mapping and course charges are separate where applicable. Annual examples assume a 12-month upfront payment.
Find your starting configuration.
Configuration guide only—not a contractual feature or user allowance. Availability, access and any additional charges are confirmed in your proposal.
| Capability | Essentials | Business | Group | Enterprise |
|---|---|---|---|---|
| Workspace roles, CRM and daily work | Core focus | Core focus | Core focus | Tailored |
| Email, SMS and marketing | Discuss | Suggested | Suggested | Tailored |
| Invoicing and receivables | Discuss | Suggested | Suggested | Tailored |
| Learning, Routes and Business Ideas | Discuss | Discuss | Suggested options | Tailored |
| Multiple organisations and external API | Discuss | Discuss | Configuration focus | Tailored rollout |
| AI Workforce | Controlled rollout | Controlled rollout | Controlled rollout | Eligibility review |
| Users and workspace allowances | By agreement | By agreement | By agreement | By agreement |
Platform price is one part of the picture.
Microsoft licences, SMS/carrier and telephony charges, AI usage, mapping requests and paid courses are separate where applicable. There is no unlimited usage claim or included AI calling allowance.
A scoped rollout, not a surprise bill.
Onboarding, data migration, custom integrations, additional organisations and support terms are confirmed separately. Group is a configuration guide per organisation—not unlimited workspaces for one fee.
Need a more tailored setup?
Multiple entities, specialist integrations or a hands-on rollout? Let’s shape the right solution.
Can the AI receptionist answer our production number today?
Not as a self-service activation. AI Workforce is a controlled rollout. Live transfer, fallback routing, caller privacy and post-call processing must pass the release gate before a production number is connected. AI and telephony usage are separately scoped.
Does Accounting replace our full accounting package?
The current focus is invoices, receivables, payment records and connected workflows. It is not a complete general-ledger or tax-filing replacement. Quotes, purchase orders, expenses and tax workflows are planned extensions.
How are AI suggestions handled?
Business Ideas can use selected, authorised idea context for AI assistance and scoring. Review proposed changes before saving them. Scores are analysis, not guarantees of business success. AI requires server-side configuration and usage funding.
Can we start with just a few modules?
Yes. CalibreIQ separates organisation module availability, enabled features and user permissions. Start with the tools your business needs, then discuss additional capabilities as you grow.
Can one person work across multiple businesses?
Yes. A person can belong to more than one organisation and switch between the workspaces they can access. Their role and permissions are evaluated within each organisation.
Does creating an account buy a subscription?
No. Sign-up creates your CalibreIQ identity. Organisation access, module configuration and any commercial agreement are arranged separately. The pricing shown here is an indicative guide, not a checkout.
What is included in the annual discount?
The guide shows a 20% reduction on the illustrated platform price when paid upfront for 12 months. Third-party usage, licences, courses, setup and any custom work are excluded. Final terms and amounts must be confirmed before purchase.
Can we connect our existing systems?
CalibreIQ supports Microsoft 365 email connections, Leadz.co contact integration and a versioned, scoped external API. Each provider may require its own licence, permissions and configuration. Integration scope is agreed during onboarding.
Are all features available to every user?
No. A feature must be available to the organisation, enabled in its workspace and permitted for the individual. Some modules and integrations require additional setup. Features under development are not included as ready-to-use services.
YOUR NEXT CHAPTER STARTS HERE
Bring your business
into focus.
Create your CalibreIQ identity or explore the sample workspace before discussing your configuration with the Calibre team.
Already working with Calibre? Ask your usual contact for a module and pricing proposal. No payment is taken on this page.