Introduction to Custojo
Welcome to Custojo — the comprehensive business management platform designed to streamline your operations, boost productivity, and drive growth. Whether you're a small startup or a large enterprise, Custojo provides the tools you need to manage every aspect of your business in one place.
All-in-one. Custojo brings together CRM, projects, accounting, HR, support, and more in a single unified platform. No more switching between disconnected systems.
Transform your business operations
Custojo unifies essential business functions so you can work from one dashboard with real-time updates and consistent data.
- Unified platform – Manage customers, projects, finances, and team from a single place.
- Cloud-based – Access securely from anywhere, on any device.
- Customizable – Your administrator enables only the modules you need; scale as you grow.
Core capabilities
The platform offers a full set of modules you can turn on per workspace:
| Category | Key areas | What you get |
|---|---|---|
| Core business | CRM, Sales, Contract, Documents, Support | Centralized customers, deals, contracts, and tickets |
| Financial | Accounting, invoicing, payments, expenses | Streamlined money in and out |
| People | HR, time tracking, timesheets, reminders | Workforce and scheduling in one place |
| Sales & delivery | Quotes, orders, invoices, proposals | From lead to paid invoice |
| Specialized | POS, inventory, projects, LMS, and more | Tailored to your industry |
Your menu and features depend on your plan and what your workspace admin has enabled. See Modules and features for details.
Getting started
New to Custojo? Follow these steps to get up and running:
- Read the Platform overview to understand workspaces and roles.
- Check Navigation and menu so you know where everything lives.
- Set up your Account and profile (name, password, preferences).
- Ask your admin which modules are enabled, or read Modules and features.
Use the Help Center (this site) and the in-app Help link anytime. Your administrator can also point you to quick-start guides for your role.
Technology foundation
Custojo is built for reliability, security, and scale:
- Cloud-native – Your data is stored securely and available from anywhere.
- Responsive – Use the app on desktop, tablet, or mobile with a consistent experience.
- API and integrations – Connect to payment gateways, email, calendar, and other tools via the Integrations area.
- Security – Role-based access, encryption, and regular backups help protect your data.
- Updates – The platform is updated regularly with new features and improvements.
What's next?
- Platform overview – Workspaces and roles
- Navigation and menu – How to move around the app
- Account and profile – Your profile and settings
- Modules and features – What modules are and how they appear