Commercial CRM
Leads, contacts, opportunities, products, quotes and sales pipeline. Everything tied to the same customer account.
One platform
Everything your team needs to sell, support and execute
Replace CRM, helpdesk, email marketing, booking and video calls with a single integrated system. Multi-tenant, role-based, full ES/EN.
Helpdesk with SLA
Real Message-ID threading, configurable queues, priorities, pending-message indicators and CC on replies.
AI Virtual Agent
Answers tickets and chats automatically by combining your Knowledge Base (PDFs) and your website through RAG on GPT-4o.
Projects & tasks
Kanban boards, team calendar view, and an interactive Gantt with dependencies and critical path.
Email marketing
Mass campaigns through Mailgun, reusable templates, contact lists, delivery webhooks and real-time metrics.
Live communication
WebSocket presence, internal chat, peer-to-peer calls and video meetings with cloud recording.
PRODUCTIVITY
Tasks and projects visible to the whole team
Kanban board with drag-and-drop, filters by project, assignee and priority. Each card shows project and client without opening it.
- ✓ Boards Not started · In progress · Completed with live counts.
- ✓ Quick assignment and reordering without reloads.
- ✓ Filter by my tasks or by any team member.
HELPDESK
Professional helpdesk with SLA and real threading
Tickets coming from email, web chat or a public form. Every conversation keeps its proper thread via Message-ID/In-Reply-To, and each queue has its own SLA.
- ✓ Queues by area (Yubox, support, sales…) with their own SLA and color.
- ✓ New badges and pending-message indicators — know what’s missing without opening every ticket.
- ✓ Visible origin: web chat, embedded form or incoming email, with country and source URL.
TEAM CALENDAR
Your team’s week, on a single screen
Team Week view where each row is a member and each column a day. No meetings needed to know who is doing what.
- ✓ Month · Week · Schedule · Team Week views.
- ✓ Tasks colored by project and calendar events on the same view.
- ✓ Click any day to see its tasks and events in detail.
EMAIL MARKETING
Mass campaigns with real-time metrics
Create, schedule and send campaigns using reusable templates. Delivery, open and click metrics powered by Mailgun webhooks.
- ✓ Contact lists tied to the campaign — no more CSV uploads every time.
- ✓ Lead variables (name, company, email) substituted automatically.
- ✓ Live sending status with progress bar (sent / failed).
VIRTUAL AGENT · AI
A virtual agent that answers with your own documentation
The agent combines your Knowledge Base (PDFs processed into embeddings) and your crawled website, and answers via RAG on GPT-4o only when it clears your confidence threshold. When unsure, it escalates to a human by opening a contact form inside the chat itself.
- ✓ Asynchronous document processing with BullMQ + Redis.
- ✓ Semantic search across Knowledge Base and Web Sources combined.
- ✓ Automatic ticket escalation when confidence isn’t enough.
PROJECTS · GANTT
Interactive Gantt with dependencies and critical path
Visual planning with temporal zoom, task dependencies and critical path highlighting. Designed to grasp a project in 5 seconds.
- ✓ Zoom by month, week and day without losing context.
- ✓ Critical path highlighted automatically.
- ✓ Draggable dependencies with live recalculation.
RESULTS
What changes when everything lives in the same system
~70%
Less first-response time thanks to the AI virtual agent with RAG
4–5
Tools replaced: CRM + helpdesk + email marketing + booking + video
Hours
Onboarding new reps — used to take days
ES/EN
Full i18n, multi-user with roles and approvals
UNDER THE HOOD
Built with modern, scalable technology
Node.js + Express · React + TypeScript · PostgreSQL with Drizzle ORM · Tailwind · Vite · BullMQ + Redis · OpenAI GPT-4o · Agora SDK / LiveKit · Mailgun · Socket.IO. Designed as multi-tenant SaaS from day one.
Ready to unify your operation?
We’ll set up a 30-minute live demo, walk through the product with your specific use case and answer any technical or commercial questions.