Alty
Alty — Your Intelligent Business Platform

your intelligent
business platform

Leads, jobs, quotes, invoices, support and your team in one platform — integrated with Xero, Google and Microsoft 365, with an AI assistant and apps for iPhone and Android. Everything you need to run and grow your business.

Get started

More than a CRM: one platform for the entire business, from first enquiry to paid invoice.

Everything your business runs on

Enable the modules you need; everything else stays out of the way.

Leads & sales

Manage every enquiry in a single pipeline, with the complete conversation — customer emails, your replies and internal notes — in one thread. Issue proposals your clients can accept online.

Jobs & sites

Customers, their sites and the work you deliver for them, connected in one place. Every job, quote and invoice for a customer is available from a single view.

Quotes & invoices

Prepare, revise and issue quotes as branded PDFs, then invoice on completion. Convert recorded time into an invoice in a few steps.

Support desk & mail

A shared service desk for customer requests, with inbound email routed directly to it. Respond, add internal notes and keep every ticket in context.

Time tracking

Record time against a job with a timer or manual entries, review unbilled hours, and invoice them without re-entering data.

Documents & files

Keep drawings, photos and documents with the customer, job or lead they relate to — stored securely by Alty, or in your own Google Drive.

Integrations

Integrated with the tools you already use

Alty sits at the centre of your operations and connects with the systems around it.

Xero

Accounting

Two-way synchronisation with your Xero organisation — contacts, items, invoices, payments and attachments — kept current within minutes and protected by safeguards against unintended bulk changes.

Google Workspace

Sign-in & storage

Sign in with Google, and store your documents in your own Google Drive. Existing files are migrated when you make the switch.

Microsoft 365

Sign-in

Sign in with your Microsoft account. No new password for your team to forget.

Your email

Mail

Customer emails are filed against the correct lead or support ticket, and replies are sent from your business — one conversation rather than a chain of forwards.

API & webhooks

Developers

Scoped API keys for your own systems, a public intake API for your website forms, and outbound webhooks through Intelligent Actions.

MCP

AI agents

Allow your own AI agent to work with your support desk through the Model Context Protocol, using a dedicated key and only the permissions you grant.

See it work

Built to do the work for you

An assistant that knows your business, workflows that run in one click, and the tools you already use, kept in step.

Ask Alt anything about your business

In plain English, by text or voice, on the web or your phone. Alt answers from your own records and links straight to them.

  • Draft with AI. A proposal’s scope of work from the lead’s conversation, ready for your review.
  • Handover briefings. When a lead becomes a job, Alt summarises what was agreed for the team doing the work.
  • You stay in control. Alt looks things up; it never changes your records.
Which quotes have gone quiet this month?
Searching quotes
Three: Harbour Bakery (8 days), City Limousines (12 days) and Vale Roofing (21 days). Vale’s is the largest at $18,400.
Draft the scope for Vale Roofing
Reading the lead’s conversation
Drafted six line items from the site-visit notes and their last two emails. It’s on the proposal for you to review.

Your workflows, one click away

Define an action once and it’s on every lead: send the lead’s details to another system — an API, a webhook or your own provisioning — and act on the reply.

  • No code. Choose what to send and what to do with the answer. Values are mapped, never calculated, so every run behaves the same.
  • Closes the loop. Save fields from the reply, add a note, move the stage, or convert the lead to a customer.
  • Every run recorded. Who ran it, when, what was sent and what came back.
Lead · Harbour Bakery
Harbour Bakery — new bakery fit-out
Sam Lee · sam@harbourbakery.com.au · Stage: Proposal
⚡ Create their account POST your-system/api/accounts Waiting for the reply…
200 OK · account AC-2207 created
Recorded in the action’s history
account_id saved Stage → Won Note added Converted to a customer

Xero and your inbox, kept in step

Invoices, contacts and payments sync both ways with Xero within minutes, and customer email lands on the right lead or ticket by itself.

  • Two-way Xero sync. Contacts, items, invoices, payments and attachments, with safeguards against unintended bulk changes.
  • One conversation. Replies go out from your business and come back into the same thread — no chain of forwards.
Invoice INV-0142
INV-0142 approved · $4,180.00
Harbour Bakery · due in 14 days
Syncing to Xero…
In Xero: INV-0142, awaiting payment
Contact and line items matched
Payment received in Xero · $4,180.00
INV-0142 marked Paid in Alty
Re: Your quote Q-0087
From sam@harbourbakery.com.au
Filed on Harbour Bakery’s lead

Sign in with what your team already uses

Google, Microsoft, or a one-time code by email. No passwords to steal, reuse or reset.

  • Role-based access. Each member sees what their role allows, and access ends the moment they’re suspended.
  • Your own address. Your team signs in at yourbusiness.alty.one, with your branding.
  • Biometrics on mobile. Face ID, Touch ID or fingerprint unlock in the iPhone and Android apps.
harbourbakery.alty.one Checking with Google…
Signed in as sam@harbourbakery.com.au
Role: Staff · no password stored
Google Microsoft 365 Email code

Your business, wherever you are

The Alty apps for iPhone and Android update in real time — a colleague’s change appears as it happens.

  • Work from the field. Create leads and customers, add notes to jobs, and reply to enquiries with a preview of exactly what the customer gets.
  • Everything to hand. Dashboard, customers, jobs, quotes, invoices and the support desk, with search across all of them.
  • Hands-free. Ask Alt by voice and hear the answer. Push notifications, and every workspace you belong to in one app.
Harbour Bakery
Jobs9
Leads12
🔔 New lead — leaking gutter
New lead — leaking gutter
Reply sent to Sam
Note added on site visit
HomeCustomersLeadsJobs

Configured for your business

  • Your terminology. Customers can be clients or accounts; jobs can be projects or engagements. Alty speaks your industry’s language.
  • Only the modules you need. Switch modules on or off, so your team sees only what matters.
  • Real-time by default. A change on one device appears on every other immediately.
  • Your own workspace. Your own address at yourname.alty.one, your branding, and fully isolated data.
Settings · Terminology
  • CustomersTrades
  • JobsTrades
  • LeadsTrades
Switching to Consulting…
  • ClientsConsulting
  • EngagementsConsulting
  • LeadsConsulting
Time tracking on Documents on Support desk off

Security

Enterprise-grade security, by design

Each business on Alty has its own dedicated tenant with full data separation — built to protect your information and keep your team working.

Dedicated tenant

Every business runs in its own dedicated tenant with its own isolated database, fully separated from every other organisation on the platform.

Encrypted documents

Files are encrypted at rest with a key unique to your business, and every file is encrypted individually.

Encrypted in transit

Every connection is served over HTTPS with strict transport security, alongside protections against clickjacking and content sniffing.

Passwordless sign-in

One-time email codes, Google or Microsoft sign-in — no passwords to steal, reuse or reset. Access is role-based, and ends immediately when a member is suspended.

Support access on your terms

Alty Support can enter your workspace only when an administrator approves it, for a set period. Your team sees a notice while access is open, and every page viewed is logged.

Global availability

Delivered from Cloudflare’s global network, for fast and resilient access wherever your team works — including native iPhone and Android biometric security on mobile.

Get started with Alty

Tell us about your business and our team will contact you to arrange your setup.

Not sure where to start? A short assessment of where your business loses time, with a summary report. No obligation.

How would you like us to contact you?
Which areas are you interested in?

Customers, leads, jobs, quotes, invoices and the mobile apps come with every workspace.

Your details are used only to respond to your enquiry. See our privacy policy.