One platform
to automate retail
workflows and CRM with no-code
Retail Workflow Map
Merchandise manager
Buying manager
Store manager
Marketing manager
Sales assistant
Customer service
representative
representative
Compliance officer
HR manager
Merchandise management
Merchandise planning
Craft data-driven merchandise strategies across all your channels, regions, and shops. Utilise robust analytics and AI tools to forecast key future market positions with precision
Pricing optimisation
Refine your pricing strategy for various products, customer segments, and distribution channels. Employe comprehensive sales, pricing, and profitability analytics alongside AI-driven predictive modelling techniques for optimal results
Product launch management
Accelerate time-to-market with transparent, centralised, and automated product launch workflows, ensuring seamless collaboration workflows across departments
Sales performance monitoring
Analyse your retail sales comprehensively to boost the company’s profits: monitor order and customer metrics, salesperson performance and efficiency, best-selling products and categories, shop’s financial KPIs, and beyond
Procurement and Logistics
Sourcing and procurement
Establish seamless, ongoing procurement processes and guarantee timely availability of goods in your shops by automating workflows such as purchase requisitions, supplier onboarding, contract approvals, invoice processing, and beyond
Logistics management
Ensure swift and cost-effective delivery of goods to shops and distribution centres with automated workflows for planning routes, costs, orders, and other related activities
Partner management
Effortlessly maintain up to date information about vendors, suppliers, manufacturers, and distributors within a single centralised solution. Communicate transparently and effectively via the partner portal
Contract management
Keep contracts, agreements, and other related documents secure and up to date in a single-source protected database. Save time by automating contract approvals and other document management workflows
Store operations
Franchise management
Establish consistent shop operations and standards throughout your entire network; foster effective communication and collaboration between various shops and teams spread across multiple locations
Inventory control
Monitor the real-time inventory status of your products to prevent delivery delays, ensure orders are fulfilled promptly, and avoid unnecessary spending and excess stock
Asset management
Effortlessly monitor information on all physical and digital assets in your shop to enhance operational performance and optimise asset utilisation efficiency
Marketing
Customer information management
Obtain a comprehensive view of your customers, including their interests and purchasing habits, such as social media engagement, responses to email campaigns, online and retail shops purchases, wish lists, ratings and reviews, and details from loyalty program information
Segmentation
Segment the audience based on various criteria such as social demographics, geography, and buying behaviour. Engage them with personalised offers through the appropriate channels, at the optimal times
Campaign management
Effortlessly create, automate, and oversee omnichannel marketing campaigns tailored for each segment. Efficiently plan and manage your marketing budget, while analysing campaigns results and ROI
Loyalty program management
Implement diverse types of loyalty and reward programs, such as spend programs, discount programs, gift programs, utilising an omnichannel approach to engage customers throughout their online and offline shop journey, as well as special occasions
Order and Delivery
Omnichannel order management
Accept and process orders from multiple online and offline channels, check the product availability and pricing, communicate with customers and colleagues, and view communication history – all within single interface
Product information management
Get a comprehensive, current view of your SKUs, including detailed product characteristics to streamline your ordering, quoting, inventory management, and invoicing processes
Delivery management
Calculate shipping costs, send requests to the delivery service, notify customers about the order status, and manage couriers trough seamlessly connected and automated workflows
Customer service
Omnichannel help and support
Serve and engage your customers across any channel they prefer – phone, emails, messaging apps, or Self-Service portal – while equipping your service representatives with comprehensive digital tools, AI-driven workflows, and detailed customer insights
Contact center automation
Maximise contact centre efficiency by providing your agents with intelligent tools to effortlessly manage case queues, conduct omnichannel communications, and monitor their performance in real time
Returns processing
Streamline the return process through fully automated digital workflows, gathering comprehensive information on returns, exchanges, warranty claims, and repair in one central location for detailed analytics
Risk & Compliance
Customer privacy management
Implement personal data compliance workflows in alignment with industry best practices and data privacy regulations such as GDPR, and CCPA
Regulatory compliance control
Ensure regulatory compliance throughout the organisation by centrally managing regulatory documents, compliance plans, employee policies, and beyond
Legal case management
Efficiently manage legal cases, maintain consistent document formatting, and streamline legal-related workflows and collaboration processes
Certification development
Monitor and manage certification processes throughout the entire organisation to guarantee full regulatory compliance
Internal audit
Manage audit processes for all essential financial, physical, and legal assets within your organisation
Employee experience
Employee lifecycle management
Establish unified and transparent HR workflows for effective employee management, covering hiring, onboarding, development, retention, and departure
Employee request management
Enhance the employee experience with an intuitive solution to automate all types of requests, such as vacation, travel, expenses, and beyond
Employee retention
Motivate, engage, and retain your best employees with advanced tools for conducting employee surveys, arranging trainings, calculating bonuses, and evaluating performance - ensuring your employees remain satisfied and stay with the company for the long term
Collaboration and knowledge sharing
Centralise communications, collaborate, share knowledge and documents, schedule tasks and meetings, manage reviews and approvals efficiently
Related Resources
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