Every module, mapped.

Seven operating domains, one workspace, zero spreadsheet handoffs. Each domain links to its deep dive — what it does, the rules it enforces, and why those rules exist.

Request a demo Read the security model

crest / dashboard

realtime

Portfolio MRR

₱1.86M

+3.4% MoM

Verified collections · Q3

₱4.62M

+11.2% QoQ

Active schools

2 onboarding

Renewals · 60 days

3 in negotiation

Verified collections

₱ thousands · 12 mo

Needs attention

HTAL service agreement expires in 45 days
MOA-2023-007 · renewal pending
SOA-2026-0117 outstanding ₱250,400 · 18 days
San Pedro Colleges of Mindanao
PMT-0891 verified · ₱612,400
GCash · Finance · 09:42

Today

audit trail

R. Pinatil — issued SOA-2026-0142 · SHCL09:58
J. Santos — verified payment PMT-0891 · ₱612,40009:42
M. Reyes — submitted visit report · SPCM08:15

Role-aware KPIs · verified collections

Client 360

One authoritative record per school

+Contacts & population history
+Essentiel service readiness
+Lifecycle & completeness

Sales Pipeline

Opportunities from first visit to signed MOA

+Kanban with drag & drop
+Stage history, audit-logged
+Configurable stages

Billing & Collections

Statements, verified payments, explicit allocation

+Population-snapshot statements
+Verify · allocate · reverse
+Unallocated cash stays visible

Subscriptions & Contracts

Negotiated pricing, renewals, MRR you can defend

+Negotiated per-school pricing
+MRR / ARR you can defend
+Renewal reminders, deduped

Field Operations

Inventory, deployments, technical visits, expenses

+Serialized inventory
+Atomic visit submissions
+Deployments & budgets

Role Portals

Focused shells for technicians and Sales & Marketing

+IT Technician shell
+Sales & Marketing shell
+Customer Care shell

Reporting & Audit

Profitability, confidential metrics, immutable trail

+Cash-basis profitability
+Confidential-metrics policy
+Append-only audit trail

And everything underneath.

The connective tissue that keeps a multi-school operation honest.

Documents

Registry, versions, entity links, private signed downloads, access logs

Google Drive

Live browsing, school-folder mapping, proof folders

Tasks

Assign, prioritize, track — linked to schools and people

Notifications

Per-user, deduplicated, with direct record links

Import center

Preview-first school CSV import that never overwrites

Team & settings

Roles, permissions reference, SMTP health, workspace defaults

See Crest on your own portfolio.

A working session with your numbers: schools, subscriptions, receivables. We'll set up a workspace and walk your lifecycle end to end.

Request a demo Explore the platform

Invitation-only · Onboarding guided by the team that built it