Use cases

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Delivery Services
Hub Operations
Delivery Operations
Courier Operations
Customer Service Operations
Venture Capital and Private Equity
Investor Operations
Investment Operations
Reporting Operations
Compliance and Legal Operations
Retail and Ecommerce
Assortment Operations
Logistics and Warehouse Operations
Retail Customer Service Operations
In-Store and Point-of-Sale Operations
Marketplace
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Financial Services
Account and Transaction Operations
Customer Service Operations
Compliance Operations
Rental and Fleet Services
Delivery Services
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Credit Voucher Management

Create and apply credit vouchers to customer orders and accounts in seconds

Retail and Ecommerce
Retail Customer Service Operations
Service and Warranty Management

Manage service and warranty requests to take the guess work out of customer support

Retail and Ecommerce
Retail Customer Service Operations
Returns Management

Process customer returns, reimbursement, with clear instructions and no screen-switching

Retail and Ecommerce
Retail Customer Service Operations
Partner Campaign Management

Orchestrate and launch campaigns for partners, with stakeholders aligned and handovers automated

Retail and Ecommerce
Retail Customer Service Operations
Trade Show Planning

Plan, coordinate, and carry out trade shows and events with clear-cut steps and automated team communication

Retail and Ecommerce
In-Store and Point-of-Sale Operations
Campaign Creation Workflow

Create ecommerce product campaigns with streamlined coordination across teams and automated campaign data management

Retail and Ecommerce
In-Store and Point-of-Sale Operations
Repair Request Management

Submit and carry out internal repair requests with automated instructions and checklists

Retail and Ecommerce
In-Store and Point-of-Sale Operations
Regular Cleaning

Manage and carry out your regular cleaning process with automated checkists and coordination steps

Retail and Ecommerce
In-Store and Point-of-Sale Operations
Store Onboarding

Onboard new stores and teams for your own locations or partner locations

Retail and Ecommerce
In-Store and Point-of-Sale Operations
Feedback Collection

Collect customer feedback with this survey process, using custom forms, email or SMS integration

Retail and Ecommerce
In-Store and Point-of-Sale Operations
Purchase / Checkout

A customizable application to digitize your customer- and internal-facing purchase and checkout process

Retail and Ecommerce
In-Store and Point-of-Sale Operations
Quality Checklists

Streamline daily quality checks (e.g. daily store opening, closing execution, and tracking)

Retail and Ecommerce
In-Store and Point-of-Sale Operations
Shelf / POS Replenishment / Restocking

Automate and carry out Shelf/POS restocking with no manual coordination

Retail and Ecommerce
In-Store and Point-of-Sale Operations
Warehouse Opening

New warehouse opening process, end-to-end, with clear instructions, document management, and sign-offs streamlined

Retail and Ecommerce
Logistics and Warehouse Operations
Regular Quality Audits

Perform routine inventory audits in a few clicks, with no manual coordination

Retail and Ecommerce
Logistics and Warehouse Operations
Stock Level Notifications

Automate inventory alerts and take standardized action

Retail and Ecommerce
Logistics and Warehouse Operations
Return Management

End-to-end return handling with automated steps, checklists, and data management

Retail and Ecommerce
Logistics and Warehouse Operations
Overseas Delivery Planning

Prepare your overseas shipping operations and standardize the delivery process

Retail and Ecommerce
Logistics and Warehouse Operations
Shipment Problem Management

Resolve issues and escalations with shipping using a standardized workflow that documents automatically

Retail and Ecommerce
Logistics and Warehouse Operations
Overdelivery / Underdelivery Management

End-to-end process and handling for overdelivery and underdelivery

Retail and Ecommerce
Logistics and Warehouse Operations
Order Fulfillment Workflow

Streamline order fulfillment end-to-end, for both in-store and online purchases, from picking to dispatching

Retail and Ecommerce
Logistics and Warehouse Operations
Inbound Shipment Handling (Retail/E-Commerce)

Handle and process inbound shipments, streamline steps and automate inventory updates

Retail and Ecommerce
Logistics and Warehouse Operations
Purchase Order Workflow

Streamline your internal PO workflows end-to-end with no manual coordination

Retail and Ecommerce
Logistics and Warehouse Operations
Price setting and approval

Set retail pricing and streamline approvals in a simple, automated process

Retail and Ecommerce
Assortment Operations
Planogram Creation and Approval

Planogram creation standardized with clear documentation and stakeholder alignment

Retail and Ecommerce
Assortment Operations
Quality Management

Standardize and automate quality management procedures and documentation

Retail and Ecommerce
Assortment Operations
Sample Testing Workflow

Streamline your sample testing workflow for retail and ecommerce products

Retail and Ecommerce
Assortment Operations
Collection Planning

Plan your collections in a clear and consistent way, and get ready for the next season

Retail and Ecommerce
Assortment Operations
Product Content Creation

Create and launch new product content end-to-end, with clear instructions and automated handovers

Retail and Ecommerce
Assortment Operations
Product / SKU Removal

Remove products and SKUs in an automated way with checklists and integration steps

Retail and Ecommerce
Assortment Operations
Supplier Onboarding Brand

Streamline supplier onboarding for new brands

Retail and Ecommerce
Assortment Operations
Supplier Onboarding Private Label

Streamline supplier onboarding for private label suppliers

Retail and Ecommerce
Assortment Operations
New SKU Bundle / Split Creation

A simplified process for creating new SKU bundles / splits

Retail and Ecommerce
Assortment Operations
New Product / SKU Creation

Create new product listings and SKUs fast using a streamlined process with checklist and sheet integrations

Retail and Ecommerce
Assortment Operations

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