A unified AI-powered no-code platform for CRM and process automation in business services
Business services workflow map
Business services workflow map
Marketing
Lead management:
Attract high-quality leads and increase conversion by automating the entire lead lifecycle, from acquisition to sales handover.
Omnichannel campaign management:
Create and launch personalized multichannel campaigns to attract audiences and raise market awareness of your business services and expertise.
Account-based marketing (ABM):
Engage target companies and individual employees with personalized messages and content tailored to their preferences.
Event management:
Plan, organize, and track online and in-person events in one solution, with budgets, responsible teams, dates, locations, and all other essential event information.
Marketing resource management:
Manage and optimize your marketing team's resources and workflows to improve productivity and the effectiveness of marketing initiatives.
Marketing
- Attract high-quality leads and increase conversion by automating the entire lead lifecycle, from acquisition to sales handover.
- Omnichannel campaign management: Create and launch personalized multichannel campaigns to attract audiences and raise market awareness of your business services and expertise.
- Account-based marketing (ABM): Engage target companies and individual employees with personalized messages and content tailored to their preferences.
- Plan, organize, and track online and in-person events in one solution, with budgets, responsible teams, dates, locations, and all other essential event information.
- Manage and optimize your marketing team's resources and workflows to improve productivity and the effectiveness of marketing initiatives.
Sales
Customer management:
Access detailed customer and prospect information, including insights into needs and preferences, to improve sales effectiveness.
Opportunity management:
Automate sales processes for any professional services organization with ready-made workflows or custom processes built using visual no-code tools.
Partner relationship management:
Manage partner and subcontractor relationships through an advanced portal supporting shared leads and opportunities, campaigns, knowledge sharing, and more.
Contract management:
Store contracts, agreements, and related documents in one database. Save time by automating contract approvals and document workflows.
Cross-selling and upselling:
Identify opportunities to upsell and cross-sell the services and expertise of your highly qualified specialists.
Sales
- Access detailed customer and prospect information, including insights into needs and preferences, to improve sales effectiveness.
- Automate sales processes for any professional services organization with ready-made workflows or custom processes built using visual no-code tools.
- Manage partner and subcontractor relationships through an advanced portal supporting shared leads and opportunities, campaigns, knowledge sharing, and more.
- Store contracts, agreements, and related documents in one database. Save time by automating contract approvals and document workflows.
- Cross-selling and upselling: Identify opportunities to upsell and cross-sell the services and expertise of your highly qualified specialists.
Order fulfillment
Service catalog management:
Maintain a complete, current service portfolio with detailed specifications to simplify ordering, quotations, and invoicing.
Quotation preparation:
Prepare accurate, compelling quotations quickly using current information automatically retrieved from your business services catalog.
Order management:
Optimize cross-channel customer orders with one solution and intelligent order processing workflows.
Invoicing:
Create invoices in seconds, track their status, and gain full visibility into payment flows.
Order fulfillment
- Service catalog management: Maintain a complete, current service portfolio with detailed specifications to simplify ordering, quotations, and invoicing.
- Prepare accurate, compelling quotations quickly using current information automatically retrieved from your business services catalog.
- Optimize cross-channel customer orders with one solution and intelligent order processing workflows.
- Create invoices in seconds, track their status, and gain full visibility into payment flows.
Project management
Request management:
Process and track multiple project requests in one workspace to improve internal planning and coordination.
Project planning:
Create, manage, and track project tasks in one solution to support successful, on-time delivery.
Resource allocation:
Allocate resources across projects based on customer needs and specialists' schedules, skills, and experience.
Team collaboration:
Enable project teams to collaborate effectively through seamless multichannel communication and easy sharing of content, ideas, and knowledge.
Project performance management:
Monitor and analyze key project metrics to allocate work, time, and tasks more effectively.
Project management
- Process and track multiple project requests in one workspace to improve internal planning and coordination.
- Create, manage, and track project tasks in one solution to support successful, on-time delivery.
- Allocate resources across projects based on customer needs and specialists' schedules, skills, and experience.
- Enable project teams to collaborate effectively through seamless multichannel communication and easy sharing of content, ideas, and knowledge.
- Project performance management: Monitor and analyze key project metrics to allocate work, time, and tasks more effectively.
Project accounting
Expense management:
Add, review, and analyze project costs quickly and easily, reducing paperwork and data errors.
Multicurrency accounting:
Manage financial transactions with customers, partners, and suppliers in multiple currencies, with automatic conversion at current exchange rates.
Revenue forecasting:
Forecast project revenue flexibly and in detail across multiple dimensions with customizable analytics and reports.
Financial reporting:
Get detailed, readable reports on project costs, receivables, and revenue to improve profitability and make better decisions.
Project accounting
- Add, review, and analyze project costs quickly and easily, reducing paperwork and data errors.
- Manage financial transactions with customers, partners, and suppliers in multiple currencies, with automatic conversion at current exchange rates.
- Forecast project revenue flexibly and in detail across multiple dimensions with customizable analytics and reports.
- Get detailed, readable reports on project costs, receivables, and revenue to improve profitability and make better decisions.
Customer relationship management
Proactive service and support:
Serve customers across popular communication channels with one digital service workspace, AI-powered workflows, and a complete customer view.
Customer self-service:
Give customers convenient self-service tools to submit requests and find knowledge base solutions, reducing the load on your service department.
Field service management:
Plan field work, manage work orders, and coordinate technicians with centralized staff information, integrated scheduling and communications, and modern mobile tools.
Customer relationship management
- Proactive service and support: Serve customers across popular communication channels with one digital service workspace, AI-powered workflows, and a complete customer view.
- Give customers convenient self-service tools to submit requests and find knowledge base solutions, reducing the load on your service department.
- Plan field work, manage work orders, and coordinate technicians with centralized staff information, integrated scheduling and communications, and modern mobile tools.
Risk and compliance
Customer privacy management:
Implement personal data compliance workflows aligned with industry best practices and privacy regulations such as GDPR and CCPA.
Regulatory compliance monitoring:
Support compliance across the organization by managing regulations, compliance plans, and employee policies.
Litigation management:
Improve litigation efficiency, standardize documents, and streamline legal workflows and collaboration.
Certification management:
Track and control certification processes across the organization to ensure full regulatory compliance.
Internal audit:
Coordinate audits of your organization's financial, physical, and legal assets.
Risk and compliance
- Implement personal data compliance workflows aligned with industry best practices and privacy regulations such as GDPR and CCPA.
- Regulatory compliance monitoring: Support compliance across the organization by managing regulations, compliance plans, and employee policies.
- Improve litigation efficiency, standardize documents, and streamline legal workflows and collaboration.
- Certification system development: Track and control certification processes across the organization to ensure full regulatory compliance.
- Coordinate audits of your organization's financial, physical, and legal assets.
Enterprise lifecycle
Employee lifecycle management:
Implement consistent, transparent HR processes for recruitment, onboarding, development, retention, and offboarding.
Employee request management:
Improve employee satisfaction with a convenient solution that automates leave, travel, expense, and other requests.
Collaboration:
Centralize communications, collaborate, share knowledge and documents, schedule tasks and meetings, and manage reviews and approvals efficiently.
Enterprise lifecycle
- Employee lifecycle management: Implement consistent, transparent HR processes for recruitment, onboarding, development, retention, and offboarding.
- Improve employee satisfaction with a convenient solution that automates leave, travel, expense, and other requests.
- Centralize communications, collaborate, share knowledge and documents, schedule tasks and meetings, and manage reviews and approvals efficiently.