Relationships with context.
From first contact to customer portal. AIOS connects sales, communication and digital touchpoints to the rest of your business.
Every relationship starts somewhere.
A website visit. A click. A request through a form. AIOS brings attributed digital interactions and touchpoint registrations to the contact. Your team can understand where the interest began.
The conversation continues. The context stays.
Email conversations, notes and events add to the picture. Information stays available on the contact. Whoever takes over can pick up where the last conversation ended.
One relationship. Many touchpoints.
Meetings, registrations and customer portals belong to the same relationship. People, companies and related objects are connected, with clear access permissions for your team.
Know what matters next.
Linked tasks make the next step concrete. Agents can use the permitted history, prepare conversations and support relevant follow-up actions. Your team defines the rules and approvals.
How agents work with contextThe form captures the company, interests and contact details. The registration remains available on the contact; appropriate follow-up actions can be configured.
One module. Many possibilities.
Contacts, companies and relationships
Connect people to their companies and record relationships so communication and shared work stay connected to the right context.
Emails, conversations and templates
Use previous exchanges to inform your next response, and prepare recurring communication with suitable templates for your team.
Websites and link tracking
Connect digital content to customer communication and use link tracking to understand visits from shared links in their context.
Forms, events and surveys
Collect registrations, feedback and interests through suitable formats, and use the information gathered as the basis for your next conversation.
Touchpoints and customer portals
Give customers and prospects a place to access information and interact, connected to their relevant contacts and ongoing work.
Registrations and follow-up actions
Turn a registration into a next step, connecting recurring follow-up actions to custom functions and the approvals defined for them.
One person. The whole picture.
Contact details, topics and a summary provide orientation. Registrations show the connection to touchpoints. Additional information, addresses and sensitive details are controlled through their respective permissions.
See people in context.
Organizations connect the people who belong to them. Events can also be surfaced across a company’s contacts. Understand a customer relationship beyond a single point of contact.
Bring the relationship into the team.
Connect contacts with tasks, projects and other objects. Email conversations and sensitive information have their own permissions. Your team gets the context it needs for its work.
Understand sharing & permissionsMore connection. Less catching up.
The timeline is assembled from available sources. Visits and clicks appear when collection and attribution are configured. The conversations and details a person can see follow their AIOS permissions.
The illustration shows a synthetic example workflow. You decide which touchpoints, information and follow-up actions fit your customer relationship.
Explore touchpointsEverything belongs together.
Relationship Management
Relationships with context.
From first contact to customer portal. AIOS connects sales, communication and digital touchpoints to the rest of your business.
Explore02Resource Planning
Every transaction matters.
Financial accounting, warehouse management and time accounts on one transactional foundation. Keep resources and every change traceable.
Explore03Human Resources
More room for people.
Employee information, contracts, compensation and development belong together. AIOS connects them to working time, holidays and everyday operations.
Explore04AI Gateway
Your idea becomes a capability.
Build custom functions, workflows and individual agents. Right where your data lives and your teams work.
Explore05Work Management
Ideas need space.
Projects, documents, canvases and Kanban. A shared place for ideas and the work they become. With AI you can bring into the conversation by voice.
Explore06Operating System
Your business. Your system.
The OS maps the operational structure of your business and creates the foundation for organizing and automating work.
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