A comprehensive user profile with actions to help customer support teams quickly update user accounts, initiate workflows, and solve customer issues.

An automation to manage account suspensions. Add all the steps required by the business as well as your compliance team into a single, automated workflow.

A fully customizable bill of materials (BOMs) to efficiently build what you need when you need it. Create unique BOMs to streamline workflows for your unique business.

A custom app for bulk creating new records or updating existing records by uploading a CSV file. Bulk import into a database, Google Sheet, or use an API endpoint.

A simple tool for creating, reading, updating, and deleting records in a database. Apply granular permissions to control who can view and edit specific fields.

A powerful dashboard for managing customer accounts. View details, activity, and support tickets. Manage their account, troubleshoot customer issues, and initiate workflows.

A powerful tool to find, view, and manage documents that are essential to your operations. Make it easy for teams to access the documents they need to do their job.

A custom workflow to review flagged transactions. Create the exact process your compliance team needs by defining every state and transition.

A workflow tool that allows fulfilment teams to manage the fulfillment process from start to finish. Define actionable tasks and assign them to specific people or a team.

A powerful dashboard to manage product inventory. Track existing stock, what’s been committed to whom, and what's due to arrive. Create and update bundles, pricing, and more.

A powerful workflow to streamline the KYC process. Get customers onboarded quickly by streamlining all KYC, AML, and more.

A custom workflow to manage inbound leads from your website or product. Hook into your CRM at any point or use this workflow as a lightweight CRM.

Automate your onboarding workflow when a new user signs up. Trigger a welcome email, create a record in your CRM, and make necessary updates in your database — without writing a single line of code.

A custom app for managing orders from start to finish. Lookup orders, view order details, and make modifications. Confirm or cancel orders in bulk, add due dates and tags.

A custom app to manage your company's promo codes. Look up existing codes, make edits, and add new ones. In addition, view which customers are using each promo code.

An automation that checks stock levels and automatically creates purchase orders with specified vendors when conditions are met.

An automation that runs every minute, hour, or day and alerts people when certain conditions are met.

A workflow tool for managing refund requests that exceed a certain amount or are otherwise exceptions.

A custom app that allows customer support teams to look up customer payments and initiate refund requests. Refunds can be executed on demand, or routed for approvals.

A custom app to view upcoming deliveries by driver and delivery window. View which deliveries are on schedule or off track and change delivery dates when needed.

Track high risk customer cases and automatically escalate issues by creating and assigning tasks to management.

A custom workflow to organize and complete complex work orders. Define every step, provide instructions to complete each step, and track the progress of work orders in real time.