Internal system and CRMOne source of truth for sales and operations
Contacts, orders, statuses, history and tasks the way your company really keeps them. Not a generic tool people stop logging into after two weeks.
For example: a CRM for the sales team, order records with history, member management for a network.
Web application and overviewNumbers that are the same everywhere
A web application for the team and an overview for the leadership from one foundation. The manager sees the whole from one place and nobody retypes anything by hand.
For example: the leadership overview of the Riaditeľstvo 1063 network: structure, approvals, closings, career progression.
PortalFor customers, partners or members
Login, documents, orders, status and history. A portal connected to your system, so what the customer sees is what you have in the company.
For example: a client portal for an office, a partner portal with price lists.
Workflow and approvalsA procedure that holds even without the person who invented it
Requests, approvals, checks and reminders as steps in a system, not in heads. A new person learns from the system, not by asking.
For example: expense approvals, employee onboarding, order quality checks.
APIs and integrationsTools that start talking to each other
Connecting accounting, stock, the e-shop, the calendar and what you already use. Data is entered once and goes where it should.
For example: e-shop orders into stock and invoicing, website contacts into the CRM.
AI agent and automationRoutine that people no longer do
An assistant that answers according to your procedures and documents, processing of enquiries and invoices, email triage, a knowledge base for the team. Always with rules about what it may and may not do.
For example: the Riaditeľstvo 1063 assistant answers members according to the network's procedures, not the internet.