Customer & Relationship Operations
Connect sales, onboarding, service, and follow-through around each customer.
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From industry-specific operations to company-wide business processes, SmartWorx provides the foundation for building and running the applications your organization needs.
Different environments. Applications built around the work.
Coordinate care, research, and administrative handoffs around the systems already in place.
Explore this solutionBring production, maintenance, assets, inspections, and work orders into a coordinated operation.
Explore this solution
Bring PSA-class service operations, customer work, and billing together around your service model.
Explore this solutionCoordinate mission work across people, assets, systems, approvals, and specialized processes.
Explore this solutionKeep plans, changes, customer actions, approvals, and delivery responsibilities together.
Explore this solutionConnect cross-department work, purchasing, approvals, and operational records on a common foundation.
Explore this solutionApplication possibilities and illustrations, shaped by customers, partners, and publishers.
Start with the business process you want to improve.
Manage the relationship and the work you deliver.
Connect sales, onboarding, service, and follow-through around each customer.
Coordinate the service desk, agreements, billing, and specialized work around your customers.
Connect field work, resource assignments, and follow-through.
Assign requests, retain service history, and follow through to resolution.
Plan the work, handle the exceptions, and carry it through.
Coordinate the plan, customer handoffs, changes, and decisions around project delivery.
Keep production, assets, maintenance, and inspection follow-through connected.
Coordinate requests, purchasing reviews, supporting documents, and decisions.
Keep equipment, locations, operational work, and ownership together.
Run the business and prepare for what comes next.
Connect goals, metrics, accountability, and follow-through.
Coordinate workstreams, requirements, evidence, gaps, and next actions.
Coordinate cross-department requests and purchasing decisions alongside existing business systems.
Keep internal requests, documents, and everyday responsibilities moving.
Illustrative application views with synthetic data.
Customer-built, partner-delivered, and publisher-owned applications can run on the same platform.
Explore the foundation
SmartWorx Application FoundationBuild applications around your own operations.
Explore the application builderDesign, implement, and operate applications for clients.
Explore partner pathsOwn an offering. Build, brand, package, price, support, and commercialize it.
Explore publishingStart with a business process, build around your own operation, or adopt an application from a partner or publisher.