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Build Your Tailored Business Solution

Start by selecting the systems your business needs. When you ave selected at least two system, use the 'Configure Integrations' button to define how they should share data. I will follow up with a customised plan.

AI
AI

AI chatbot that can answer questions and provide information on a wide range of topics, with data stored in your own environment and not sent to 3rd party providers.

Items:
Chat sessionMessage
AI

AI-based system for processing and understanding user input, such requests or information.

Items:
RequestResponse
AI

AI-based system that can monitor any data and provide updates, alerts and nudges.

Items:
Monitored itemAlertUser
Customer Service & Support
Customer Service & Support

A portal where clients can upload files securely and receive any files that the company wants to send securely, including audit trail for viewing/downloading.

Items:
ClientDocumentGroup
Customer Service & Support

For managing customer support tickets and requests.

Items:
TicketCommentCustomerAgent
E-commerce
E-commerce

Online customer-facing shop to sell products.

Items:
OrderProductCustomerPayment
Finance & HR
Finance & HR

Financial record-keeping, management and reporting.

Items:
CustomerSupplierPaymentInvoiceExpense
Finance & HR

For managing employee records, leave, payroll etc.

Items:
EmployeeLeave requestPayroll record
Project Management & Operations
Project Management & Operations

Used for managing scanned documents or PDFs.

Items:
DocumentCorrespondentDocument type
Project Management & Operations

Used for tracking projects, tasks, time spent, resources etc.

Items:
ClientProjectTaskMilestoneTime entry
Project Management & Operations

Time tracking of work for time-based billing

Items:
Staff memberClientProjectActivityTime entry
Project Management & Operations

For sending documents for electronic signature, and tracking the signing process.

Items:
TemplateSignature requestSigner
Project Management & Operations

For managing a fleet of vehicles, including maintenance, tracking, and scheduling.

Items:
VehicleDriverMaintenance recordFuel recordTrip
Project Management & Operations

For creating and managing custom database tables for specific business needs.

Items:
Custom tableRecord
Project Management & Operations

For extracting text and data from scanned documents and images using Optical Character Recognition (OCR) technology, with help of AI.

Items:
DocumentExtracted dataProcessing job
Project Management & Operations

autoAllocate.com is a configurable automatic allocation engine allowing to solve large complex allocation tasks.

Items:
ResourcesTargetsRulesAllocation result
Sales & Marketing
Sales & Marketing

Typically the central customer database, used to track and manage relationships with actual and prospective customers. The system we typically deploy is extremely flexible and can be customised in many ways, including for tracking pretty much anything.

Items:
AccountLeadOpportunity
Sales & Marketing

For managing mailing lists and sending email marketing campaigns.

Items:
ContactMailing listCampaign
Sales & Marketing

For creating and managing surveys and collecting feedback from customers or employees.

Items:
SurveyResponseRespondentUser
Sales & Marketing

Web Analytics in your own control.

Items:
ReportDashboardData source
Sales & Marketing

AI-based system for gathering intelligence on B2B leads or customers

Items:
Summary
Sales & Marketing

Calendar that allows external people to book a meeting in a self-service way. The calendar is synced to the staff member's calendar to only show available times.

Items:
BookingUserMeeting type
Team Collaboration & Documentation
Team Collaboration & Documentation

For managing internal documentation and knowledge base articles.

Items:
ShelfBookChapterPageUser
Team Collaboration & Documentation

AI-based chat system that can answer questions based on the company's internal documents and knowledge base.

Items:
DocumentChat sessionMessage

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