Diract is a configurable CRM platform. You plug in the tables, fields, and workflows your business actually runs on, and manage everything from one place.
Trust balance
$736,908.00
Dormant trust
0
Matters with trust
6
Unpaid Invoices
4 outstanding · $36,355.00 due
You do not start from an empty screen
Describe your business when you sign up, in as much detail as you like. We look into how your trade actually runs, then propose the lists you'll keep, the screens you'll work from, and what you'll land on each morning, in plain words rather than database terms.
Confirm each part when it is right. Say what should be different and the plan is reworked, with Undo if you preferred it before.
Every field says what it holds, so you can judge it without knowing what a field is.
Confirm every part and your tables, screens and home board are created for real.
Set up your workspace
0 of 4 parts decided
4 parts still to decide. Go to the next one
Build my workspaceWhat we suggested
What you'll keep track of
You grow and sell native plants and trees from a nursery in the Blue Mountains, selling to landscapers and councils on account and to the public on weekends.
Customers
Who buys from you on account, so you know who owes what and where to deliver.
Every order belongs to one customer.
Orders
A sale to a customer, from the first quote through to getting paid.
An order lists the plants being sold.
Plants
The catalogue of what you grow and sell, with the price and how many are ready right now.
Plants appear on orders.
Cmd+Enter sends (Ctrl+Enter on Windows). A change reworks the whole plan.
Show the whole setup conversationEverything your business needs
Build the exact tables your business needs, with your own custom fields, statuses, and record types. Start from one of our templates or from nothing at all.
See how it works| Matter number | Name | Unbilled fees | Client name |
|---|---|---|---|
| 260522 | Bramble Hardware - Supply Agreement | $5,450.00 | Bramble Hardware Co |
| 260521 | Purchase - 14 Lorne Avenue, Killara | $2,600.00 | Grace Tan |
| 260520 | Patel - Estate Administration | $4,150.00 | Sanjay Patel |
| 260519 | Sale - 51 Ashcroft Avenue, Casula | $0.00 | Sanjay Patel |
| 260518 | Romano - Subdivision Advice | $3,400.00 | Maria Romano |
Setup is not the end of it. Ask for another table, a dashboard changed, or a client-facing page written, and the assistant drafts it into the workspace you already have, asking a quick question first if anything's unclear. Nothing is created until you approve it.
See how it worksSet up Jobs and Invoices, with a dashboard to track them. Want me to add Payroll next?
Start from a template and every page arrives already linked: directories you can filter, a page for each person, office or listing, contact and legal pages. Then make it your own. Add, move and copy blocks on any page, set your colours and header once for the whole site, or ask the assistant to change a page for you. Nothing is live until you publish.
See how it worksSet a rule once, based on a status, a type, or any field value, and any matching record gets added to the right board automatically. No manual sorting required.
See how it worksWhen a new record is created with a matching field value, it's added here automatically.
Manage multiple entities under one login. Switch from one menu on your account, and you're straight into the other company's own data.
See how it worksSwitch company
Acme Pty Ltd
company admin
Beta Holdings
company admin
Gamma Group
operator
Delta Ventures
operator
Admins control shared tables and company settings; everyone else gets full run of their own work without needing to ask permission for it.
See how it works6 Members
Invite membereleanor@demofirm.com.au
sarah@demofirm.com.au
david@demofirm.com.au
priya@demofirm.com.au
See where every record stands with dashboards built around your own data, not someone else's idea of what matters.
See how it worksReports
This month
$128,400 billed
Assign an email to a record once, and it's filed the same way in every teammate's actual Gmail or Outlook. A real label or folder sitting in their inbox, not just a note left in a database.
See how it worksLabels
Conversations with the assistant are deleted automatically after 90 days, not kept forever, and nothing you send it is used to train a model. That's enforced in the product itself, not just a line in a privacy policy.
See how it worksAI safety
Install a ready-made set of tables and dashboards from the marketplace, try one first in a free sandbox loaded with sample data, or publish your own setup for other companies to use. It isn't built for any single industry.
See how it worksInstall template
Tables
Projects
NewTime & Fee Entries
NewReady-made dashboards
Time Entry (dashboard · 6 widgets)
NewUpload a supplier invoice as a PDF and its line items get extracted automatically, ready for you to review, edit, and add straight into your own table. Nothing gets written until you approve it.
See how it worksSupplier
Invoice number
Send an SMS straight from a lead or client's record, no separate app or phone needed. It goes out from the platform's own number, and every reply lands back in a shared inbox your whole team can see.
See how it worksHi Sarah, just confirming we received your documents, thanks!
Reminder: your appointment is tomorrow at 10am.
How it works
Define the tables, fields, and statuses that match how your business actually runs.
Invite your team, assign roles, and start working from one shared source of truth.
Everyone sees the same up-to-date picture, in the app and in their inbox.
Pricing
Priced per seat, GST included. The price shown is your total minimum monthly cost. Every plan starts with a 7 day free trial, and no card is charged until it ends.
Everything you need to run day to day, from the first seat.
per user / month, GST included
Start 7 day free trialFor a team that has outgrown the basics: the integrations, and your own domain.
per user / month, GST included
Start 7 day free trialCustom workflows, your documents filed for you, and storage you do not have to supply.
per user / month, GST included
Start 7 day free trial