Wizard Application

CRM, Projects, HR, Invoicing. All Connected. From Day One.

Run your CRM, projects, HR, and invoicing in one place, with Wizard AI handling the busywork. One platform designed for growing businesses.

Fully White Labeled Your brand, your platform. Customers never see our logo or links.
100% Branding with Professional Plan
Wizard AI

Ask Wizard AI to do the heavy lifting

Wizard AI lives inside your workspace. Describe what you need in plain words, and it drafts content, generates documents, builds workflows and sets you up to take the next step.

Ask Wizard AI to
  • draft a service agreement from a short brief
  • break this feature down into project tasks and subtasks
  • build a workflow to email a lead when their status changes
  • draft a support reply grounded in our knowledge base
  • match the best candidates to this role and explain why
Wizard AI is on it
  • Drafted a service agreement from your brief
  • Filled in the client details and your standard clauses
  • Saved to Documents, ready for you to review and send
Applicant Tracking System

Complete Recruitment ATS Solution

Streamline your entire hiring process with our powerful Applicant Tracking System. From job posting to onboarding, manage every step of recruitment in one place with AI-powered tools that save you time and find the best candidates faster.

95% Resume Parsing Accuracy
70% Time Saved
10x Faster Hiring
Candidate Pipeline
12 candidates
Applied 5
JD
SM
Screening 3
AK
Interview 2
MR
Offer 2
LT
HR Management

Complete HR & People Management

Manage your entire workforce from onboarding to payroll. Streamline HR processes, track time off, manage departments, and keep all employee information organized in one secure platform.

100% Paperless Onboarding
50% Admin Time Saved
0 Compliance Issues
Team Directory
24 Active 3 Onboarding
EM
JK
AT
NR
New
PTO Requests 5
Timesheets 12
Org Chart
Project Management

Deliver Projects On Time, Every Time

Plan, track, and deliver projects with powerful tools designed for modern teams. From simple task lists to complex multi-phase projects, manage everything in one place.

40% Faster Delivery
100% Visibility
Projects
Project Board
65%
To Do 4
Design
Dev
In Progress 3
Dev
JD
Review 2
QA
Done 8
Gantt View
Incident Management

Track and Resolve Issues Faster

Centralized incident tracking with real-time status updates, priority management, and compliance reporting. Keep your team aligned and issues resolved.

  • Real-time incident tracking dashboard
  • Priority and severity classification
  • Automated escalation workflows
ISO 27001 Audit Ready
Total Incidents
12 Open
45 Resolved +8
2.4d Avg. Resolution -12%
Safety 2h ago
Open
IT 1d ago
In Progress
HR 3d ago
Resolved

You're Always in Control

Unlike other platforms with hidden storage fees, you decide how much storage you need. Start with your plan's included storage, and top up your Wallet inside the app to add more only when you want to. No surprises, no forced upgrades, just transparent pricing that puts you in control of what you spend.

Analytics & Reporting

Unlimited Reports. Endless Insights.

Build custom reports and views for any data in your system. From sales pipelines to recruitment metrics, create the dashboards you need to make informed decisions.

  • Drag-and-drop report builder
  • Custom dashboards and widgets
  • Real-time data visualization
Sales Dashboard
£284k Revenue +12%
1,847 Leads +8%
94% Target +5%
Monthly Revenue
By Region
UK
EU
US
APAC
68% Won
Won (68%)
Pending (24%)
Lost (8%)
Document Management

Create Once, Use Everywhere

Build a library of reusable documents, templates, and policies. Use them across recruitment, HR, onboarding, and more - all from one central location.

Document Templates

Create reusable templates for contracts, offers, policies, and more. Auto-fill with candidate or employee data.

ISO Compliance Policies

Create and assign ISO-compliant policies during onboarding. Track acknowledgments and maintain audit-ready records.

AI Document Generation

Generate professional documents instantly with AI. Create contracts, policies, and templates in seconds.

ISO Policy
Acknowledged
Employment Contract
Signed
Offer Letter Template
{"{{candidate_name}}"}
Forms & Surveys

Capture data with smart forms

Build forms in minutes, route responses through approvals, and analyze submissions in real time. From employee onboarding to incident reports, your data flows where it needs to go.

Drag-and-drop builder

Compose forms from 30+ field types, no code required.

Approval workflows

Route submissions through reviewers, escalations, and conditional logic.

Real-time analytics

Track completion rates, drop-off, and trends across every form.

Onboarding Form
Engineering
I agree to the data policy
Submit
Asset Management

Track Company Assets & Equipment

Keep track of all company belongings from laptops to office equipment. Know who has what, when it was assigned, and maintain a complete audit trail.

Asset Inventory

Maintain a complete inventory of company assets including laptops, phones, keys, vehicles, and office equipment.

Assignment Tracking

Track which employee has each asset, assignment dates, and maintain a complete history of all transfers.

Check-in & Check-out

Simple check-in and check-out system for temporary equipment loans. Perfect for shared resources.

MacBook Pro 14" AST-001234
John Smith
iPhone 15 Pro AST-001235
Sarah Jones
Office Key Card AST-001236
Available
Media Library

Your Media, Always Accessible

Store all your images, videos, and documents in one central library. Access them instantly from any editor across the platform,no more hunting for files or duplicating content.

Central Storage

One library for all your media. Upload once, use everywhere across the platform.

Fully Integrated

Access your media directly from the Image Editor, Video Editor, PDF Editor, Document Builder, and more.

Smart Organization

Organize files with folders, tags, and search. Find any asset in seconds, not minutes.

Media Library
Images
Videos
Brand Assets
logo.png
promo.mp4
brochure.pdf
banner.jpg
Password Vault

Secure Team Credentials

Built-in password manager for your entire team. Store, share, and manage credentials securely with enterprise-grade encryption.

AES-256 + PBKDF2 (600K iterations)
Secure password generator
Team password sharing
Password Vault
Email Workspace team@company.com
Billing Portal finance@company.com
Code Repository team@company.com
Fully Customizable

Your Platform, Your Rules

Every business is different. Enable only the features you need and control exactly who can access what. No bloat, no confusion,just the tools your team actually uses.

Modular Platform

Turn features on or off with a single click. Use only CRM? Disable HR. Need just recruitment? Hide everything else.

Granular Permissions

Control access at every level. Restrict views, actions, and data by user, role, or team.

User Groups & Roles

Create custom roles with specific permissions. Assign users to groups for streamlined access management.

Platform Settings
CRM & Sales
Recruitment
HR & Employment
Projects
Invoicing
Blueprints

Build Powerful Blueprints Without Code

Create sophisticated automations with our visual Blueprint editor. Drag, connect, and automate,no programming skills required.

Event Triggers

Start workflows when leads arrive, bookings are made, tasks complete, or any other business event occurs.

Smart Branching

Add conditions to route your workflow. Check values, compare dates, or evaluate any field to determine the next step.

Automated Actions

Send emails, create tasks, update records, notify teams, call webhooks, and more,all automatically.

Workflow Builder
New Lead
Check Value
Send Email
Create Task
Workflow Active 100%

Team Collaboration

Keep your team connected with built-in chat and scheduling

Team Chat

Real-time messaging for your team with channels, direct messages, and file sharing.

  • Public & private channels
  • Direct messaging
  • @mentions & notifications

Scheduling & Calendar

Streamline appointment booking with online scheduling pages and calendar sync.

  • Online booking pages
  • Calendar sync (Google, Outlook)
  • Availability management

Smart Notifications

Never miss important updates. Our intelligent notification system keeps you informed about everything that matters to your business.

  • Real-time in-app notifications
  • Customizable email alerts
  • Push notifications to mobile

File Sharing

Share files securely with your team. Organize documents, images, and resources in shared folders with access controls.

  • Shared team folders
  • File version history
  • Access permissions
Domains

Your domain name, free for a year

Register and manage domain names right inside Wizard Application. Open any plan and a domain name is waiting for you, free for your first year.

  • Search and register domains without leaving Wizard Application
  • One domain name free for your first year on every plan
  • Connect it to your workspace in a few clicks

Find the Perfect Plan for Your Business

Explore our plans to find the perfect fit for your business. Start with a free trial or contact us for a personalised quote.

Power Features

Work at the Speed of Thought

Navigate instantly with spotlight search, organize with spaces, and master your workflow with custom keyboard shortcuts.

Spotlight Search

Find anything instantly. Search across contacts, documents, projects, and more with a single keystroke.

+ K
Search everything...
John Smith Contact
Q4 Report.pdf Document
Website Redesign Project

Spaces

Organize your workspace into dedicated spaces. Switch contexts instantly without losing focus.

Sales
HR
Projects

Custom Shortcuts

Assign your own keyboard shortcuts to any action. Work your way, at lightning speed.

New Contact
N
Quick Actions
P
Switch Space
1-9
Fully customizable
Learn As You Go

Master Every Feature with In-App Tutorials

Step-by-step interactive walkthroughs guide every team member through every form, every dashboard, every workflow, right inside the app, without ever leaving the page.

STEP 2 OF 5 Getting Started

Open Spotlight Search

Press this shortcut from anywhere to instantly find people, documents, projects and more across the platform.

+ K Try it now

Guided Spotlight Tours

Animated highlights focus your attention on exactly the right button or field, with a clear explanation of what each one does.

Coverage for Every Feature

From recruitment and HR to projects, sales, vault, content and reports, over 95 dedicated tutorials cover every form and module.

Learn by Doing

Tutorials wait for you to actually press the keys or click the buttons before moving on. No passive watching, only real practice.

Progress That Sticks

We remember which tutorials you've completed across sessions. Pick up where you left off, or replay any tour at any time.

Localized in Every Language

Every tutorial is fully translated into all 30 supported languages, so your global team learns in their own language from day one.

95+
Tutorials
30
Languages
100%
Coverage
Replays
Built-in productivity

Notes and macros, ready out of the box

Two everyday tools every team needs, built into the platform from day one. No extensions, no extra subscriptions, no copy-pasting between apps.

Notes

Capture the thought before it slips

Pin notes to any record, like a candidate, a deal, a ticket, or a project, and find them later by author, date, or keyword. Always with the context they belong to.

  • Pin to any record on the platform
  • Rich text with attachments and @-mentions
  • Full-text search across authors and dates
  • Permission-aware, visible to the right people
Macros

Stop retyping the same response

Save canned replies, snippets, and form templates as macros, then drop them into emails, tickets, and notes with a keystroke. Variables auto-fill names, dates, and links.

  • Personal and shared team macros
  • Variable placeholders for names, dates, and links
  • Keyboard shortcut and slash-command menu
  • Works across emails, tickets, notes, and forms

Only Pay for What You Use

Top up your in-app Wallet and draw from it only as you go. Pay-as-you-go usage like AI, storage, and other extras comes out of your balance. No surprise bills, no commitment beyond your plan. You're always in control of what you spend.

All-in-One Platform

Everything Your Business Needs

One subscription. One login. Zero limitations. Replace your entire software stack with a platform built to scale with you.

Plus So Much More

Enterprise-grade features included in every plan

Why Choose Wizard Application?

Simplify your operations with one affordable, all-in-one platform.

Save Money

Replace 5+ expensive tools with one affordable platform. Cut your software costs without sacrificing capability.

Everything Integrated

No more switching between apps. CRM, chat, documents, and more all work together seamlessly.

Get Started Fast

Set up in minutes, not weeks. Intuitive interface means your team can start immediately.

UK-Based Support

Real humans available 24/7. No bots, no overseas call centres, just expert help when you need it.

Personalized layouts Every team member chooses how their workspace is arranged.
Dark and light mode Pick the theme that suits how they work best.

Switching Platforms?

We can migrate your data from any platform.

FAQ

Frequently Asked Questions

Get answers to common questions about Wizard Application's features and capabilities.

Yes! Wizard Application is fully modular. Enable only the features you need - whether that's just CRM, recruitment, HR, or any combination. You control what your team sees and uses.

Yes, the Password Vault is included in all plans at no extra cost. It features AES-256 encryption with PBKDF2 (600,000 iterations), team sharing, secure password generator, and built-in 2FA authenticator.

Our AI automatically extracts candidate information from resumes with 95% accuracy. Simply upload a resume in PDF, Word, or image format, and the system populates candidate profiles instantly - saving hours of manual data entry.

The Website Builder is currently in development. You can follow its progress, see the planned feature set, and submit feature requests on our development page. Visit the development page

Yes, Wizard Application is fully responsive and works on any device. We also offer native mobile apps for iOS and Android, allowing your team to manage contacts, tasks, and communications on the go.

Create custom roles with granular permissions. Control access at every level - restrict views, actions, and data by user, role, or team. You decide exactly who can see and do what within the platform.