The add-on helps to simplify routine operations within the framework of the ongoing workflows

For delivery excellence across portfolios of IT and non-IT projects via PMO automation, stakeholder alignment, and effective governance

Database segmentation for efficient analysis

Take photos using a laptop or phone camera and save them to records immediately

Favorite email templates for sending a response to a customer in a case

Play video files uploaded to the Attachments detail of any section

The ChatGPT AI model can help handle routine queries and assist with information retrieval, while human agents can focus on more complex or specialized customer issues, as well as provide empathy and emotional support when needed.

ZoomInfo SalesOS connector allows you to enrich contact and account records

Easily manage a chain of activities of the case life cycle

FinFlow is one solution for managing all main processes in Service Companies and Startups. Our platform simplifies project management, finance, and business development, streamlining operations and driving profitability.