- All Use Cases
- Accounting & Finance
- Human Resources
- Customer Success
- Financial Services
Organize reimbursements with a clear process making it easier for employees and managers.
Create operational discipline and efficiency with a rigorous contract review process involving Legal, Risk, and Finance.
Protect your business by making it easy for employees to request a non-disclosure agreement.
Empower your sales reps' productivity with a semi-automated discount approval process.
Sales Pipeline (CRM)
Bring structure and visibility to your sales pipeline with a fully customizable CRM.
Drive sales with a centralized, cross-functional process that facilitates closing high-value deals.
Triage and create custom workflows for complex support escalations (e.g. fraud, locked account).
Customer Feedback Outreach
Always stay in the loop and close to your customers with an automated outreach program.
Keep track of inventory, and make it easy for your team (and for IT) to request new hardware.
Maintain a complete inventory of all of your laptops, monitors, and computer components.
Keep everyone happy while making sure your business runs smoothly with an automated PTO request process.
Employee Exit Interview
Obtain frank and honest feedback from employees who are leaving your organization.
Recruiting Pipeline (ATS)
Streamline your recruitment process with embeddable intake forms and an applicant tracking system.
Suspicious Transaction Review
Quickly act upon potentially fraudulent transactions that have been flagged by your system.
KYC / AML Verification
Stay compliant and protect your business with a KYC (know your customer) process.
Enable your customers to onboard faster with an efficient document verification process.
Don’t incur bad debt. Use a rigorous multi-step process to collect outstanding bills.
Inbound Call Processing
Handle incoming calls and capture customer information and intent on the fly.