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Everything your business needs to sell, operate, and grow — all in one unified platform powered by AI.
Monitors lead and customer interactions to enforce follow-up cadence. Identifies stale leads, overdue follow-ups, and missed touch points. Sends reminders to assigned reps and escalates to managers after configurable thresholds.
Automatically discovers and creates new leads based on configured criteria. Analyzes existing customer patterns, identifies potential prospects, scores them against thresholds, and assigns qualified leads to sales team members.
Automatically scores and re-scores leads based on engagement signals, company data, and configured scoring criteria. Updates lead scores, adjusts priorities, and flags high-potential leads for immediate attention.
Analyzes historical revenue, expenses, and outstanding invoices to generate cash flow forecasts. Identifies potential shortfalls, recommends actions to improve cash position, and alerts on concerning trends.
Monitors overdue invoices and automates the collections process. Sends escalating payment reminders (friendly at 7 days, firm at 14, final at 30+), flags severely overdue invoices for manual review, and creates follow-up tasks for the finance team.
Monitors employee attendance patterns, identifies anomalies (excessive absences, late arrivals, patterns), and alerts HR managers. Generates attendance reports and suggests interventions for chronic issues.
Analyzes leave patterns and team availability to optimize leave approvals. Prevents scheduling conflicts, ensures minimum team coverage, and suggests optimal leave windows for employees.
Continuously monitors project health metrics including timeline adherence, task completion rates, resource utilization, and budget burn rate. Flags at-risk projects and suggests corrective actions.
Analyzes team velocity, task dependencies, and resource availability to suggest optimal sprint plans. Recommends task assignments based on team member skills and current workload.
Monitors active marketing campaigns and optimizes them based on performance data. Adjusts targeting, suggests content changes, pauses underperforming campaigns, and reallocates budget to top performers.
Manages content publishing schedule across channels. Analyzes optimal posting times, suggests content gaps, schedules posts for maximum engagement, and ensures consistent publishing cadence.
Writes blog posts, case studies, job descriptions, team bios, and service descriptions on a weekly schedule. Scans completed projects for case study opportunities, detects empty content sections, and drafts SEO-optimized content. All content created as DRAFT — never auto-publishes.
Combines all marketing data sources into unified intelligence weekly. Syncs Google Analytics and Search Console data, cross-references email/social/ad metrics, calculates channel ROI, and detects attribution patterns. Budget suggestions are recommendations only — never auto-adjusts spend.
Monitors brand mentions and social sentiment daily. Scans connected social platforms for brand mentions and keywords, analyzes sentiment (positive/neutral/negative), detects engagement opportunities, and alerts on reputation risks. Response drafts require approval — never auto-replies.
Generates and schedules social media posts across platforms daily. Repurposes blog posts into platform-specific social snippets (LinkedIn, Twitter, Instagram, Facebook). Monitors post performance and optimizes posting schedule. All posts require approval before publishing — no auto-posting.
Drafts one SEO-optimized blog post per week for the tenant's website as an unpublished draft (never auto-publishes). Respects configured topics, tone, and existing posts to avoid duplication. Tenant reviews and publishes manually from /admin/blog.
Monitors website SEO health weekly. Checks keyword rankings, detects new 404 errors, suggests redirect rules for frequently hit 404 URLs, and generates a weekly SEO health report with overall score and improvement suggestions.
Weekly scan of published pages and PageSeo rows. Flags missing meta descriptions, missing image alt text, canonical issues, and structured-data gaps, and submits fixes for tenant-admin approval via seo_update_page_seo / seo_update_section_alt_text.
Scans vendor bills with pending match status. Attempts auto-match against POs and GRNs. Flags variances exceeding tolerance. Auto-approves exact matches (if configured). Escalates variance bills for human review.
Monitors overdue purchase orders and sends follow-up reminders. Categorizes overdue POs by severity (mild, moderate, severe), notifies procurement team, and tracks vendor delivery compliance.
Analyzes weekly procurement spend by vendor and category. Detects unusual spending patterns, vendor concentration risks, and budget utilization. Generates a weekly procurement digest with actionable insights.
Monitors stock levels daily and generates reorder alerts for items below configured reorder points. Categorizes alerts by severity (out of stock, critical, low), suggests reorder quantities, and notifies warehouse managers. Never auto-orders.
Scans StockBatch rows daily and groups by urgency (red/amber/yellow). Suggests FEFO dispatch priority per warehouse and notifies finance-admin + inventory-admin roles via tenant-branded templates. Read-only — never quarantines or recalls.
Tracks product health via support tickets and subscription data weekly. Aggregates tickets per product/version, identifies issue spikes, calculates product health scores, and detects declining adoption patterns.
Daily heuristic scan for inventory anomalies: negative stock rows, cycle-count variance over threshold, repeated shrinkage on a single SKU, and unusual outbound velocity spikes. Notifies inventory-admin. Read-only — never mutates stock.
Monitors expiring customer subscriptions and sends escalating renewal reminders at 30/15/7/3/1 day thresholds. Flags expired subscriptions and creates tasks for account managers. Never auto-renews — all reminder emails require approval.
Generates periodic executive summaries with cross-module KPI analysis. Aggregates revenue, CRM, project, support, and HR metrics. Detects anomalies (>10% deviation), identifies trends, and delivers business intelligence automatically.
Bi369 Enterprise bundles all 9 products into a single subscription with priority support, advanced analytics, and unlimited users.