Automation & Intelligence

Automate repetitive tasks and focus on what matters.

Everything your team needs to work faster, stay aligned, and grow with confidence.

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Main features

Rule-based scoring engine: activity, profile, engagement. Automatic lead prioritization.

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Round-robin, load-balanced, manual — by team, territory or custom criteria.

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Configure business rules for automatic document conversion: Quote → Order → Delivery Note → Invoice, with validation and line copying.

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Define multi-level approval chains for your financial documents. Configurable automatic thresholds, notifications and delegation.

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Visual workflow builder to automate your business processes. Coming soon.

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