Streamlines the tracking and management of tasks, cases, and projects across your organization. Allows teams to easily create, assign, and monitor activities while providing real-time visibility into progress and performance.
Activity Management
The Case, Activity and Post Panel can be used for any entity (like contract, customer, etc.). It manages information regarding the interaction with the respective entity.
- Post features are available on each entity allowing users to post comments or to respond to some specific comments.
- Automated notifications
- Collaboration tools, ensuring that everyone stays on the same page
Case Management
The platform allows different perspectives of the same information:
- All cases, activities and posts realized by a specific user, no matter for what entity
- Different filters by duration, delays, effort, scope, etc.
- All cases, activities and posts associated with a specific entity are available on the entity page
- All cases during a time interval, for all users and all entities
Operational Dashboard
Provides real-time insights into key performance indicators (KPIs) and operational metrics, empowering businesses to make informed decisions quickly
- Track performance trends, and monitor critical processes in one centralized location
- Enable your decisions on real time data
- Automatize and control internal processes and services
- Accurate analysis based on operational data
Collaboration and automation tools
Enables teams to work together seamlessly by providing tools for communication, file sharing, and task management. It facilitates real-time collaboration, allowing users to collaborate on documents, track project progress, and share updates in a centralized platform. Key features include messaging, shared workspaces, and integration with other productivity tools.
- Collaborate with team through cases, activities and post at entity level
- Consolidate entity associated documents in one place
- Collaboration and approval workflows