Business Modules

Activate only what you need.

Every module has a built-in AI Chat (Ask AI) that understands your data. Activate modules independently — the Base Platform with CRM, Search, OCR and RAG is always included.

💰
Sales
Complete sales management — flat price for the whole team, unlimited users.

Product catalog, client records, quotes, orders and invoices
Payments, shipping and returns (RMA) with full tracking
Sales dashboard with real-time revenue, top clients and overdue items
AI: "How much did client X order this year?" — instant answer
AI client summaries — orders, payments, interactions at a glance
Reports by period, client, product or salesperson
🧠
Ask AI: "Client Mueller summary — open orders, unpaid invoices, returns and latest interactions."
Example
New order → automatic invoice → payment tracked → shipment confirmed → client requests return → RMA created in one click → AI: "Client Mueller — 12 orders, 1 open return, €42K total revenue."
📦
Purchasing & Inventory
Complete procurement and warehouse — real-time stock levels, reorder alerts, OCR on every invoice.

Purchase orders, supplier management and goods receipt
Warehouse with real-time stock levels and minimum stock alerts
OCR scans receipts and invoices — instantly searchable by AI
Price comparison across suppliers and delivery tracking
Complete warehouse movement history
AI: "Which supplier has the best price for item X?"
🧠
Ask AI: "Which suppliers delivered late more than twice this quarter?"
Example
Stock below minimum → automatic PO draft to best-priced supplier → manager approves in one click.
👥
HR
Complete HR management — flat price, no per-employee cost. Every document indexed by AI.

Employee profiles, contracts and onboarding checklists
Payslips searchable via OCR — upload and find instantly
Certifications with automatic expiry alerts (90/30/7 days)
Leave calendar and absence management
AI: "When does Rossi's fire safety certification expire?" — instant answer
Shift planning, performance reviews and recruiting
🧠
Ask AI: "Which employees have certifications expiring in the next 60 days?"
Example
"When does Rossi's fire safety course expire?" — instant answer + automatic alert 30 days before expiry.
🎧
Helpdesk
Smart ticketing system with AI knowledge base — flat rate, not per agent.

Tickets with SLA tracking and priority queues
AI searches your archive and suggests answers from existing documents
Automatic appointment suggestions based on availability
Follow-up task creation and real-time notifications
Customer satisfaction tracking
Your team resolves issues in seconds, not hours
🧠
Ask AI: "Summarize all open tickets for client Rossi and suggest next steps."
Example
Client request → AI prepares answer from KB → suggests available slot → agent confirms in 1 click.
⚖️
Legal
Professional case management with AI — case files, contracts, deadlines, all searchable.

Case files, contracts, clients, obligations and court documents
Multi-level deadline alerts: 90/30/7/3/1 days before every due date
Complete audit trail and document versioning
OCR makes even scanned court filings searchable
AI: "Find all breach of contract cases since 2022"
AI legal assistant with semantic search across all case files
Digital signatures (eIDAS AES) — request, track and archive signed documents
🧠
Ask AI: "Overview of case file #2024-15 — status, deadlines, documents and next actions."
Example
"Find breach of contract cases since 2022" → 5 cases with outcomes, dates and linked documents in seconds.
🏠
Real Estate
AI-powered property portfolio management — properties, units, leases, tenants, all in one.

Properties, units, lease agreements and tenant management
Maintenance requests with assignment and tracking
Multi-level alerts: lease renewals, energy certificates, inspections (90/30/7 days)
Income and expense overview per property
AI: "Which leases expire in the next 6 months?"
AI included — no extra cost for portfolio analysis
🧠
Ask AI: "Properties with leases expiring in 6 months and their revenue."
Example
Energy certificate expiring in 90 days → automatic alert → tenant notified → renewal task assigned.
🏥
Clinic
Digital medical records with AI search — GDPR-ready, role-based access.

Patient records, treatment plans and complete medical history
OCR on reports and prescriptions — searchable by patient, diagnosis, date
Appointment booking with calendar sync and automatic reminders
Differentiated access for doctors, nurses and administration
Complete audit log for GDPR compliance
AI: "All treatments for patient Rossi in the last 12 months"
🧠
Ask AI: "Patient Rossi history — diagnoses, treatments and upcoming appointments."
Example
Scan report → OCR extracts values → searchable by patient, doctor, diagnosis and date.
🤝
Associations
Member management with dues tracking — integrated email and WhatsApp communications.

Member directory with payment status and automatic renewal reminders
Event organization with RSVP and attendance tracking
Communication lists for email and WhatsApp
Shared document archive — bylaws, minutes, reports
AI: "Which members haven't paid this year?" — instant list
Automatic receipt generation and annual dues overview
🧠
Ask AI: "How many members haven't renewed this year? Generate a reminder list."
Example
Membership dues → email+WhatsApp reminder → payment tracked → receipt generated.
📒
Accounting
Complete AI-powered accounting — everything you need, unlimited users.

Chart of accounts, journal entries, P&L, balance sheet, receivables and budgets
E-invoicing — FatturaPA (SDI) and XRechnung (DE) free
Receipt scanning — photo → OCR → AI suggests the booking
CSV / MT940 import — import bank transactions
Bank reconciliation with AI auto-matching
Cash flow forecast, AI anomaly detection
"Book €500 rent for March" — plain language
DATEV export for your accountant in one click
🧠
Ask AI: "Top 5 expenses this quarter? Any anomalies in this month's entries?"
Example
Overnight bank sync → AI matches 47/50 transactions → flags 2 duplicates and missing VAT → DATEV export in 1 click.
📋
Projects
Project management + GPS time tracking — includes mobile worker portal.

Phases, Kanban tasks, team, materials and budget
Integrated time clock: GPS clock-in/out with geofencing alerts
Worker portal with mobile PIN login — clock in, upload photos, log materials
Absence management and bulk time entry approval
Real-time GPS map — who's on site
AI: "Which projects are over budget? Total team hours this month?"
🧠
Ask AI: "Projects over 80% of budget. Team overtime this month."
Example
New job site → create project → assign workers with PIN → GPS map shows who's on site → manager approves time entries at end of week.
🚛
Fleet
Complete fleet management — vehicles, drivers, costs, maintenance and compliance.

Vehicle registry with insurance, leasing and inspection deadlines
Driver management, assignments and license monitoring
Fuel log, mileage readings and per-vehicle cost analysis
Maintenance scheduling with automatic reminders
Fine tracking and document management
AI: "Which vehicles need inspection this month? Total fleet cost Q1?"
🧠
Ask AI: "Vehicles with highest fuel costs this quarter. Overdue inspections?"
Example
New vehicle → insurance + leasing registered → maintenance reminders → driver assigned → mileage log → complete cost history.