SystmZro Docs

SystmZro Core keeps every part of your platform working together—content that attracts visitors, consultations that capture interest, intake that collects details, and day-to-day tools that keep work moving. It ensures all of the code stays current and secure while your business data remains safely separated.

• Connected by design: The core links pages, forms, contacts, profiles, and schedules so hand-offs feel seamless.
• Update once, benefit everywhere: Improvements roll out to every part of the site that runs on the core—no scattered fixes.
• Grow on your terms: Start with the 12 core plugins, then plug in 20+ add-ons as you scale.
• Safe and reliable: The shared core stays in step; your information is stored separately for added safety.

Result: less juggling, fewer tools, and a smoother path from first visit to long-term customer—all powered by 12 core plugins with 20+ add-ons ready when you are.

Content is the front door of your business. Use it to attract, educate, and direct visitors into consultations and the intake flow.

• Authoring: Friendly editor for pages, posts, and media; categories/tags for structure.
• SEO & Scheduling: Titles, meta, slugs, open graph; schedule releases to match campaigns.
• Reusable Templates: Twig components and partials keep layouts consistent and fast.
• Calls-to-Action: Inline blocks that link to consultation or intake forms.
• Hooks: Publish events can update sitemaps, ping analytics, or notify marketing.

Turn interest into action with a tidy catalog that supports both quick purchases and high-touch sales via consultation.

• Catalog: Products/services, variants, SKUs, pricing tiers, images, and attributes.
• Availability & Inventory: Track counts and low-stock alerts for physical SKUs.
• Checkout Bridges: Hand off to your payment flow or trigger a consult request for service packages.
• Cross-links: Auto-generated landing sections for Content; CTAs feed Consultation/Intake.
• Data Model: Clean tables for items, variants, pricing, and media; safe slugs and IDs.

Turn one-off conversations into ongoing relationships. Every submission, meeting, and status is easy to track.

• Unified Timeline: Notes, emails, meetings, and tasks per contact or company.
• Tags & Stages: Segment by lifecycle (lead → prospect → client) or interest.
• Reminders & Notifications: Email/onsite alerts for follow-ups and meetings.
• Automatic Capture: Consultation and Intake create/update contacts and link profiles.
• Mail & Templates: Templated outreach, confirmations, and follow-up nudges.

Make it easy to raise a hand—and even easier to respond.

• Form Builder: Simple fields with validation, CSRF, and spam controls.
• Status Pipeline: New → in review → scheduled → closed (won/lost/no-fit).
• Auto-Creation: Creates/updates contacts and links to Intake and Profiles.
• Notifications: Email + dashboard alerts; optional team routing rules.
• Exports: Push to spreadsheets or other tools when needed.

Give new clients a clear path in—and give your team clean data out.

• Progressive Steps: Personal info, business details, documents, and preferences.
• Autosave & Resume: Reduce drop-off and avoid duplicates.
• Validation & Hints: Fewer errors; faster completion.
• Record Linking: Intake updates related Contact, User, and Profile records.
• Audits: Timestamps and step completion help you see where people get stuck.

Keep access aligned with responsibilities while onboarding clients smoothly.

• Roles & Permissions: Granular capabilities that plugins respect.
• Account Lifecycle: Invite, activate, suspend, archive—with activity logs.
• Client Accounts: Intake can auto-provision credentials for client portals.
• Security: Session hardening, CSRF, and password rules consistent across the system.

Profiles give every team the context they need—without hunting through emails.

• People & Companies: Linked records for contacts, teams, and organizations.
• Custom Fields: Fit data capture to your workflow, not the other way around.
• Relations: Tie profiles to documents, forms, tickets, tasks, and permissions.
• Privacy: Visibility rules respect roles from User Management.

Where the work gets organized after the lead becomes a client.

• Shared Calendars: Meetings and appointments linked to contacts and profiles.
• Tasks & Checklists: Assign owners, due dates, and status; auto-create tasks from Consultation/Intake events.
• Notes & Hand-offs: Keep context with the work so nothing is lost.
• Light Reporting: Workload and upcoming deadlines at a glance.

Measure what matters across the whole journey.

• Real-Time Dashboard: Traffic, top pages, referrers, devices.
• Goals & Funnels: Track clicks to consultation forms, starts, and completions.
• Behavior Flow: Entry → content → CTA → consult/intake.
• First-Party Data: Stays on your server; no third-party scripts required.
• Events API: Plugins can log key events (e.g., Intake step completion).

Brand controls without the rebuild.

• Design Tokens: Colors, typography, spacing, and components you can trust across plugins.
• Live Preview: Try variations safely before publishing.
• Twig/CSS Friendly: Extend or override with partials and utility classes.
• Multi-brand Ready: Works with per-site overrides when used with multi-site setups.

Control how the platform behaves without hunting through multiple screens.

• Brand & Identity: Logos, colors, and metadata that cascade to themes and emails.
• Email & Notifications: From name, SMTP credentials, templates, and test sends.
• Security: CSRF/session options, password rules, rate limits, and allowed origins.
• Integrations: API keys/secrets for external services stored securely.
• Auditability: Changes are tracked so you can see who modified what and when.

Keep money moving without bouncing between apps.

• Estimates & Invoices: Build, send, and track status with reminders.
• Payments & Expenses: Record transactions and categorize spend.
• Contacts & Profiles: Link bills and payments to the right clients.
• Cash Flow Snapshot: See what’s due, overdue, and paid.

Resilience built in.

• Scheduled Backups: Set it and forget it for files and databases.
• One-click Restore: Roll back when something goes wrong.
• Download & Store: Keep copies wherever you need them.
• Activity Log: See what was saved and when.

Shine a spotlight on organizations in your network.

• Listings: Names, descriptions, links, and media.
• Categories & Filters: Help people find the right fit fast.
• Featured Spots: Promote sponsors or partners.
• Optional Tiers: Offer free and paid placements.

Clarity for fast-moving markets.

• Wallets & Assets: Organize positions and balances.
• Watchlists: Follow the projects that matter.
• Snapshots: See changes day-to-day or over time.

Security that fits into everyday operations.

• Guided Defaults: Practical, safe settings out of the box.
• Logs & Reviews: See what’s happening under the hood.
• Rules & Allowlists: Tune as your needs change.

Your team’s library, organized.

• Secure Storage: Keep sensitive files in the right hands.
• Search & Tags: Find what you need in seconds.
• Version Clarity: Know which file is current.
• Activity History: See who accessed what and when.

Teach once, repeat never.

• Clear Structure: Categories, versions, and tags.
• Cross-links: Surface the right doc where it’s needed.
• Update History: See what changed and why.

Run smooth events every time.

• Registration: Collect signups and preferences.
• Tickets & Types: Free, paid, or limited access.
• Reminders: Reduce no-shows with timely nudges.
• Attendance: Record who came and what’s next.

Host and organize web-based games with categories, leaderboards, and featured picks.

• Game library & categories
• Creators & submissions
• Leaderboards & scores
• Featured curation

Run your practice with fewer tabs and fewer misses.

• Matters first: Clients, contacts, filings, tasks, and notes in one place.
• Dates that stick: Hearings, deadlines, and reminders stay visible.
• Docs in context: Store and retrieve the right files fast.
• Clear communication: Keep updates tied to the case, not buried in email.

Give the right people the right access—nothing more.

• One safe place: Passwords, keys, and secure notes.
• Granular sharing: Share to a person, team, or client profile.
• Accountability: See who accessed what and when.
• Stay current: Track owners and rotation dates.

From ideas to live posts without the scramble.

• Campaigns: Keep assets, goals, and timelines together.
• Calendar view: Spot gaps and maintain cadence.
• Cross-posting: Prep variants for each channel.
• Quick insights: See top posts and keep doing more of what works.

Growth without the overhead.

• One control panel: See all properties at a glance.
• Selective sharing: Themes and plugins where you want them.
• Scoped settings: Global rules with per-site overrides.
• Good boundaries: Keep data and access cleanly separated.

Bring order to a growing catalog.

• Channels & creators: Organize by show or producer.
• Playlists & premieres: Curate series and scheduled drops.
• Embeds or uploads: Use what fits your workflow.
• Viewer experience: Fast, responsive pages with simple navigation.

Keep your audience informed without manual copy-paste.

• Smart imports: Bring in sources with filters that match your beat.
• Editorial controls: Schedule, tag, and promote what matters.
• Flexible layout: Surface stories across pages and modules.
• SEO basics: Clean URLs and meta fields supported.

Build your stack with confidence.

• Catalog: Browse features and capabilities at a glance.
• Simple setup: Turn on what you need with guardrails.
• Updates: Track versions and change notes.
• Backups: Save configurations before big changes.

Make your wins easy to share.

• Project cards: Clear snapshots with links.
• Categories & tags: Group by service or industry.
• Spotlight: Feature flagship projects front and center.
• Search-friendly: Clean fields for better discoverability.

Work moves faster when everything is clear.

• Plans that stick: Break work into milestones and tasks.
• Ownership: Assign, set priorities, and due dates.
• Right view, right time: Boards for flow, lists for focus.
• Progress: Status and summaries at a glance.

Everything in one clean view.

• Listings & units: Details, photos, and status.
• Tenant records: Contacts, leases, and payments.
• Maintenance: Requests, vendors, and history.
• Availability: See what’s open at a glance.

Structure without the bloat.

• Courses & lessons: Organize content and pacing.
• Enrollments & rosters: Keep records clean.
• Assignments & grading: Manual or automated.
• Reports: Attendance and progress insights.

From release day to evergreen plays.

• Albums & tracks: Artwork, metadata, and order.
• Playlists: Curate themes and highlights.
• Player experience: Fast controls on any device.
• Access: Public, private, or members-only.

Publish everywhere, on your schedule.

• Feed builder: Choose by type, tag, or source.
• Field mapping: Adjust titles, excerpts, or images per destination.
• Push timing: On publish or in batches.
• Activity log: See what went where and when.

Stay organized with just enough structure.

• Lists & Categories: Organize by project or theme.
• Priorities & Dates: Focus on what matters.
• Assignments: Share ownership clearly.
• Progress: Quick filters for status.

Keep a clean view of fleet health.

• Vehicles: VIN, specs, and status.
• Drivers & Assignments: History and roles.
• Maintenance: Schedules, reminders, records.
• Documents: Insurance, registration, inspections.

Keep a clean view of fleet health.

• Vehicles: VIN, specs, and status.
• Drivers & Assignments: History and roles.
• Maintenance: Schedules, reminders, records.
• Documents: Insurance, registration, inspections.