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.

Businesses are running their day to day on Wizard Application. Tell us what would make it better for yours. Submit a feature request

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.

Wizard AI
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% CV 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 organised 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
Fully White Labelled Your brand, your platform. Customers never see our logo or links.
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 visualisation
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. Organise evidence into labelled sections, drag exhibits into place, then export one merged PDF with an index and page numbers.

Auto-labelled 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 analyse 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 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.

Incident Management

Track & Resolve Business Incidents

Comprehensive incident tracking for workplace safety, IT issues, HR concerns, and compliance requirements. Maintain complete audit trails, meet ISO standards, and resolve issues faster with structured workflows and automated escalations.

ISO Compliant Audit Ready
ISO 9001, ISO 27001 & ISO 45001 compliant workflows
Customisable incident categories and severity levels
Automated escalation and notification rules
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 Organisation
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, organised 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. Visualise 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
Organisation Chart

Visualise Your Whole Organisation

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
Fully Customisable

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
User Groups & 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
  • Customisable email alerts
  • Push notifications to mobile

File Sharing

Share files securely with your team. Organise 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 Your Business Needs

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

Use Cases

Endless use cases for every business

Whatever your business does, there is a way to run it on Wizard Application. The possibilities are endless.

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.

Wizard AI automatically extracts candidate information from CVs. Simply upload a CV 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.