Operations on a single source of truth
Starting at
$
125
/hrAbout this service
Summary
What's included
Centralized Data Management System
A fully customizable no-code database that consolidates all data from various departments (e.g., sales, inventory, HR) into a single, easy-to-navigate platform.
Automated Workflows
Pre-built workflows that automate repetitive tasks, such as lead follow-ups, inventory updates, employee onboarding, and client communications, to improve efficiency and reduce manual workload.
Real-Time Reporting Dashboard
Interactive dashboards that provide real-time insights into key performance indicators (KPIs), such as sales metrics, inventory levels, and employee productivity, with customizable reporting options.
Custom User Permissions
Tailored user access controls to ensure that each team member has the appropriate level of access, maintaining data security and integrity.
Integrated CRM Functionality
A CRM module within the database to track customer interactions, manage leads, and store client information, all fully integrated with existing communication tools.
Mobile-Responsive Access
A cloud-based platform accessible from any device, enabling team members to access data and perform tasks on the go.
Automated Alerts and Notifications
Configurable alerts and notifications for critical actions or updates, such as low inventory levels, overdue tasks, or upcoming meetings.
Document and File Management
A feature to store, manage, and share documents and files securely, ensuring that all necessary resources are easily accessible within the platform.
Onboarding and Training Materials
Comprehensive guides and video tutorials to assist team members in quickly adopting and effectively using the new system.
Add On: Ongoing Support and Maintenance
Continued support and periodic system updates to ensure the platform remains secure, efficient, and aligned with the company’s evolving needs.
Recommendations
(5.0)
Client • Sep 11, 2024
Recommended
Benjamin has revolutionized our operations at For The Love Of Alex Inc. His implementation of SmartSuite and Relay.app has been instrumental in streamlining our processes, saving us significant time, and empowering us to better serve pet owners in need. He has taken pet applications, case management, veterinarian management, beneficiary management along with donation and constituent management all under one system with data used between modules to create real time reporting and task automation.
Client • Sep 11, 2024
Recommended
I have had the pleasure of knowing and working with Benjamin for the better part of 5 years. Every time we interact I learn something new. His attention to detail and the care he takes with every project to second to none. He was my marketing director for a number of years and after leaving that position, I continue to hire him for projects- both marketing and low-code tech builds. He is someone that I have come to trust and rely on, he does what he says he will and does it well.
