Graphic Interface
Edit your workflows with an easy to use graphical interface to add Tasks, statuses and connectors, to build a flow chart of all of the steps of your workflow.
Assign People to Tasks
Each task can have one or more people or groups who need to perform the task. Groups can be dynamic, based on information on the page to decide who is assigned from your contact list.
Triggers
Steps can have triggers added to them to perform an event when a certain amount of time has passed, a date has been reached, or other customizable events have occurred.
Notifications
When people perform their tasks, or a trigger occurs, the system can send a pre-defined email that can be filled with information from the page, and sent to dynamically assigned contacts. The email can also contain templated documents that fill with information from the page.
Scripting and Calculations
When tasks are performed in the workflow it can be setup to create more objects in the database, calculate numbers together, change the status of a linked object, or anything you want it to do with custom scripting
Team Work
Steps can be set up that require a certain number of people to agree on a path, before the workflow will move forward, you can set it to require all of the assigned people to agree, or a certain number of them.
A Different Kind of Software
We've designed our business to work with your business
Complete Solution
Run every department with one powerful SaaS platform in the cloud that allows you to interlink things that could never talk before. Enter your data once, and access it across the organization, with the ability to run analytics and report on every possible question from the street to the c-suite. Accounting, Purchasing, Warehouse, Operations, Facilities, Sales, CS, HR, IT, Legal, Marketing, there is something for everyone in this software.
Fully Customizable
Fully control what you see on every page. Add, remove, rename and reposition fields, buttons, media, and reports. Design workflows from templates or from scratch to achieve any possible business goal. Granular, role-based access means every user sees just what they are supposed to see, and can only edit when and where they should. Custom dashboards put the right information at every user's fingertips.
A True Partnership
Your success is our success. Our Bay Area California based Implementation Team has a minimum of 6 years of experience with the platform. We understand what our clients need to be successful building and implementing this kind of custom software, and we walk you through the process while allowing you to dictate your goals and business needs. It is a true partnership, ask us for references!
Smart Licensing
We don't nickel and dime you to pay for access to different features and modules. Your licenses come with full access to the entire platform, including all existing templates, prebuilt reports and a whole lot more. Your administrators will have full access to build the categories, pages, workflows, and custom scripting that makes up the system, and our comprehensive learning library will allow anyone to become an expert quickly.
