How to Choose Business Software: A Buyer's Checklist for SMEs
Buying business software for a growing company means weighing more than price. Here is a checklist covering the questions that actually matter.
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Wizard Application
Everything Your Business Needs. Connected in One Place. From Day One.
Whether you run an agency juggling client projects, a law firm tracking cases and billable hours, a recruitment firm hiring at pace or a growing team managing people and payroll, Wizard Application brings your CRM, projects, HR and invoicing together, with Wizard AI handling the busywork.
Wizard AI™
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.
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Smart Document Drafting
Describe the document you need and AI drafts it, whether a contract, proposal or letter, with your details filled in, ready to review.
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AI Image Generation
Generate on-brand images and illustrations from a simple text description.
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Workflow Automation
Create intelligent automations that respond to triggers, route tasks, and make decisions based on your rules.
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AI Help Desk
Auto-triage incoming tickets and draft replies grounded in your knowledge base, ready to send.
Start with Wizard AI
Free AI credits every month on every plan.
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
Website Builder
Your Website. Built In. Not Bolted On.
Design pages, sell online, list jobs and take enquiries with a website that runs on the same platform as your sales, recruitment and projects. No agency. No plugins. No code.
- Drag and drop builder
- Online store with checkout
- Jobs and forms built in
- Mobile ready from day one
Your own domain
Buy a domain through Wizard Application or connect one you already own, and get SSL and a fast global CDN automatically.
Find your domain
Explore Website Builder
Add a website to any plan for £25 a month.
Creative Studio
Pitch Decks. Graphics. Contracts. Built From Your Business.
Three editors that already know your business. Pitch decks pull live figures from your invoices and customers, the image editor puts Wizard AI behind every graphic, and the PDF editor gets contracts signed and filed.
- Pitch Decks
- Live business data in every deck
- Image Editor
- Logo maker
- Graphics sized for every channel
- Combine and sign PDFs
Explore All Studio Tools
Free on every plan. Public links and PowerPoint export on paid plans. Brand kit on Professional and Enterprise.
AI Employee
A New Kind of Team Member
Give it a role, a department and a reporting line, then let it draft or send help desk replies from your own knowledge base under limits you set.
A role, department and reporting line
Drafts or sends help desk replies
Daily and monthly limits you control
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.
99%
Resume Parsing Accuracy
70%
Time Saved
10x
Faster Hiring
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
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
Dashboard
Your Whole Business on One Screen
Build a dashboard that fits how your team actually works. Drag in the widgets you need, save as many views as you like, and watch live KPIs, charts, and forecasts update on their own. Included free on every plan.
Drag-and-drop widgets and unlimited saved views
Live KPIs, charts, and revenue forecasts
Share each view with the right team members
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
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
ISO Compliance Policies
AI Document Generation
Court Bundles
Court Bundles Built From Your Own Files
Legal teams can assemble a hearing bundle from the documents already stored in the platform. Organize evidence into labeled sections, drag exhibits into place, then export one merged PDF with an index and page numbers.
Auto-labeled sections and sub-sections
One merged PDF with a front page and index
Page numbers stamped on every sheet
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
Approval workflows
Real-time analytics
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 add a monthly storage add-on only when you need more. No surprises, no forced upgrades, just transparent pricing that puts you in control of what you spend.
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.
ISO 27001
Audit Ready
Real-time incident tracking dashboard
Priority and severity classification
Automated escalation workflows
Mobile apps
Take your business wherever you go
Wizard Application goes where you go. Install it on iOS or Android and run your whole business from your pocket, with full push notifications so you never miss a new lead, message, approval or update.
- iOS and Android
- Full push notifications
- Always in sync
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
Assignment Tracking
Check-in & Check-out
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
Fully Integrated
Smart Organization
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
Sales & CRM
Capture Leads. Close Deals.
Track every lead, convert them into customers, raise orders, and send invoices, all from one connected workspace. Sell digital products from your content library and bill for them in a click.
Leads & Pipeline
Customers
Orders & Invoicing
Calendar & Scheduling
One Calendar. Every Schedule.
Connect Google Calendar and Outlook in one click. See your team's availability, automatically sync bookings, and detect conflicts before they happen, all from a single unified calendar view.
Two-Way Sync
Team Availability
Conflict Detection
Time Tracking
Track Time. Bill Smarter.
Start a timer on any task, log hours by hand, mark them billable, and roll the lot into an invoice, without copying numbers between tools. Approval workflow keeps the books honest.
Live Timers
Weekly Timesheets
Billable Rates
Find the Perfect Plan for Your Business
Explore our plans to find the perfect fit for your business. Start free on the Starter plan.
Timesheets
Weekly Timesheets, Submitted to Paid
Capture every contractor's week, route it through draft, submitted, approved, and paid, and feed the billable amount straight into your invoices. No spreadsheets, no chasing emails, no rekeying.
Weekly Entry
Approval Workflow
Contractor Portal
Help Desk
One Help Desk. Three Audiences.
Support employees, customers, and candidates from a single ticket inbox. Internal notes for your team, public replies for the requester, and a shared knowledge base that answers the easy questions before they're even asked.
For Companies
For Candidates
For Your Support Team
Communications
Every Email. Every SMS.
Every email and SMS sent from Wizard Application is logged automatically, threaded by recipient, organized into folders, and tied to the customer, lead, or candidate it belongs to. The full history sits in one searchable inbox.
Unified Inbox
Linked to Records
Status & Audit
Content Platform
Headless CMS for Every Use Case
Define your own content types, design custom fields, store unlimited entries, and pull everything back through a clean REST API. From products and categories to blog posts and team profiles, model any data without writing a line of code.
Custom Content Types
Flexible Custom Fields
REST API Out of the Box
Brainstorm · Visual Idea Canvas
Think It Through on One Canvas.
Brainstorm is a freeform visual canvas for ideas and concepts. Drop idea cards, sticky notes, mood board images and group frames, connect them however your thinking flows, and let Wizard AI seed a board when you're staring at a blank page.
Four Card Types
Connect & Map
AI Idea Seeding
Business Roadmap
Plan, Track & Hit Your Goals
Define yearly, quarterly, and monthly goals, cascade them through departments, and watch progress update in real time. Visualize everything as a kanban board, a timeline, or a custom dashboard, and spot at-risk work before it slips.
Goals & Cascading
Progress & Milestones
Kanban, Timeline & Dashboard
Organization Chart
Visualize Your Whole Organization
An interactive, drag-and-drop org chart that shows reporting lines, departments, and team structure at a glance. Reassign managers with a single drag, support dotted-line reporting, and keep the structure accurate as the company changes.
Interactive Tree View
Restructure With a Drag
Dotted-Line Reporting
Lead Enrichment
Know the Companies Behind Every Visit.
Most B2B visitors leave without ever filling in a form. Drop one lightweight snippet onto your site and Wizard AI identifies the company behind each visit, enriches it with firmographic and network detail, and drops every new contact straight into your sales pipeline.
Visitor Identification
Website Visitors Inbox
Automatic Enrichment
Forecasts & Predictions
Forecast Revenue. Predict Placements.
Wizard AI turns your live pipeline, invoices, and bookings into a forward view of revenue and placements. Weighted pipeline value, multi-month projections with confidence bands, and targets you can actually track, all without a single spreadsheet.
Weighted Pipeline Value
Revenue Forecast
Placement Predictions
Point of Sale
Sell in person with a register built into your business
Turn a laptop or tablet into a register. Scan barcodes, take cash or card, print or email receipts and close out at the end of the day. Every sale lands in the same orders, inventory and customer records as the rest of your business.
Open the register
Sell
Close out
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
Granular Permissions
Custom Roles
Blueprints
Build Powerful Blueprints Without Code
Create sophisticated automations with our visual Blueprint editor. Drag, connect, and automate,no programming skills required.
Event Triggers
Smart Branching
Automated Actions
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
Integrations
Works With the Tools You Already Use.
Connect Wizard Application to the apps your team relies on, from accounting and storage to meetings and payments.
All-in-One Platform
Everything You Need
One subscription. One login. Zero limitations. Replace your entire software stack with a platform built to scale with you.
Industries
Built for Every Industry
From recruitment agencies to law firms and construction, businesses in every sector run on Wizard Application.
Recruitment Agency
Post jobs, screen candidates with AI, and track every hire from application to placement.
Explore Recruitment Agency
Digital Agency
Run client projects, track billable time, and manage content and campaigns in one place.
Explore Digital Agency
Consultancy
Run engagements, track billable hours, and turn approved time into invoices.
Explore Consultancy
Law Firm
Track billable time by matter, build court bundles, and keep sensitive documents secure.
Explore Law Firm
Software Company
Plan sprints, track a roadmap, link GitHub, and automate the busywork.
Explore Software Company
IT & Managed Services
Run a help desk with SLAs, manage incidents and assets, and control access.
Explore IT & Managed Services
Startup & Scale-up
Run your whole company on one platform as you grow, from sales to HR to support.
Explore Startup & Scale-up
Construction & Trades
Run jobs as projects, track time and equipment, and log site incidents.
Explore Construction & Trades
Manufacturing
Run production jobs as projects, keep a register of every machine, and record incidents on the shop floor.
Explore Manufacturing
Architecture Practice
Run projects by stage, record billable hours against each one, and keep drawings and site photos in order.
Explore Architecture Practice
Facilities Management
Take requests through a help desk, track reactive jobs, and keep every asset on site accounted for.
Explore Facilities Management
Nonprofit & Charity
Coordinate your team and programs, reach supporters, and keep records in order.
Explore Nonprofit & Charity
Ecommerce & Retail
Sell online from your own store, manage orders and customers, and answer queries in one place.
Explore Ecommerce & Retail
Logistics & Transport
Track vehicles and equipment, log incidents, record driver hours and handle customer queries.
Explore Logistics & Transport
Engineering Firms
Run projects by stage, track billable time, control documents and keep equipment records.
Explore Engineering FirmsFreelancers & Sole Traders
Win work, send proposals and invoice clients from one place, starting on the free plan.
Explore Freelancers & Sole Traders
Market Traders
Take cash and card at your stall, keep stock right across markets and sell online between market days.
Explore Market TradersHome Services
Let customers book a visit online, then quote, invoice and get paid from the same booking.
Explore Home ServicesSwitching Platforms?
Our team moves your data across for you, with a free assessment and no downtime.
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.
Wizard AI automatically extracts candidate information from resumes. Simply upload a resume in PDF format and Wizard AI populates the candidate profile instantly, saving hours of manual data entry.
Yes, Wizard Application is fully responsive and works on any device. We also offer mobile apps for iOS and Android, available on the App Store and Google Play, so your team can 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.
Yes. Guided walkthroughs run inside Wizard Application and highlight the exact button or field you need, then wait for you to try it before moving on. Over 95 tutorials cover every module from recruitment and HR to projects, sales, vault, content and reports. Your progress is remembered between sessions, so you can pick up where you left off or replay any tour, and every tutorial is translated into all supported languages.
Yes. Pin a note to any record on the platform, whether a candidate, a deal, a ticket or a project, with rich text, attachments and @-mentions. Notes are permission aware, so only the right people see them, and full-text search finds them again by author, date or keyword.
Wizard Search finds anything from a single keystroke, across contacts, documents, projects and everything else on the platform. Spaces keep separate areas of work apart, so you can switch context without losing your place, and you can assign your own keyboard shortcut to any action you use often.
Every plan includes enterprise-grade encryption and GDPR-ready data protection, unlimited file storage, a REST API for custom integrations, data export to PDF or CSV at any time, full audit logs for compliance, and the whole platform in 27 languages.
Yes. Each person picks their own theme in light or dark mode, and arranges their own workspace layout. The choice is per user, so one team can work however each member prefers without changing anything for anyone else.