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Tableau
Tableau is a business intelligence tool that supports interactive dashboards, drag-and-drops functionality, and an intuitive and visual interface.
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Client Registration
Collect detailed information from clients to create a formal customer record.
Module:Sales
Entity:Contact
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Travel Authorization
Request and approve business travel, including estimated costs and itinerary.
Module:Finance & Accounting
Entity:Custom Entity
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Customer Feedback/Survey (e.g., Net Promoter Score)
Collect feedback on customer satisfaction to drive improvements and retention.
Module:Sales
Entity:Customer Engagement
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Lead Nurture Workflow
Automatically send follow-up emails or content based on lead behavior.
Module:Marketing
Entity:Marketing Automation / Workflow
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