Operations suite

Every department, one records engine

Fourteen department modules, four industry packs and multi-branch control. Each module ships the same five parts: a dashboard, a team view, settings, performance reports and approval rules.

14 department modules

From the front desk to the ledger

Ported from the spreadsheet system Este Clinic runs on today, sheet by sheet, onto a real database.

  • Task Management

    Assignment, daily work diary, follow-ups, pending and overdue queues, recurring and approval tasks, dependencies, team performance.
  • CRM

    Leads and customers, sources, qualification, follow-ups, booking pipeline, segments, customer value, lost-lead analysis and complaints.
  • Booking & Billing

    Appointments, doctor and staff schedules, check-in, itemized invoices, payments and allocation, refunds, receivables, no-shows.
  • Marketing Responding

    Unified inbox for WhatsApp, Messenger, Instagram, SMS and email with AI and manual replies, tags, escalation and booking conversion.
  • Call Center

    Lead and query queues, shifts, follow-ups, QA scores, recordings, escalation, campaign performance and cost.
  • Advertisement

    Campaigns, audiences, budgets, creative assignment, approval, publishing, live monitoring, ad leads, A/B tests and ROI.
  • Marketing

    WhatsApp, email, SMS and Messenger campaigns, audience lists, offers, templates, automation and approval.
  • Social Media

    Content calendar, post planning, approval, scheduling, publishing log, engagement, social leads and platform performance.
  • Budget

    Annual plan, department budgets, requests, approval, release, commitments, transfers, budget vs actual and 80/90/100% alerts.
  • Finance

    Chart of accounts, double-entry ledger, receivables, payables, bank reconciliation, payroll posting, tax, P&L and cash flow.
  • HR

    Employees, recruitment, attendance, shifts, leave, overtime, payroll, payslips, advances, appraisals, training and exit.
  • Inventory

    SKUs, warehouses, suppliers, stock in, out and transfer, purchase orders, goods received, counts, reorder and valuation.
  • Assets

    Asset register, assignment, transfer, maintenance, warranty, inspection, depreciation, disposal and valuation.
  • Liabilities & Loans

    Bank loans, EMI schedules, interest, principal, supplier, employee and tax payables, maturity and outstanding balance.

Industry packs

Switch on what your industry needs

Industry packs are included on Pro and above, and can be added to a lower plan per module.

Industry packs
PackWhat it addsOn the phone
ClinicPatient profile with medical history, consent forms with e-signature, treatment notes and before/after photos, prescriptions, packages and sessions, doctor and room scheduling, online booking, SMS and WhatsApp reminders, patient portalFull: doctors and front desk
CreativeContent master with cost-to-revenue roll-up, versioned scripts, production V1 → Final, shooting plan with clash detection, 7-score review, content budget, attributed leads, CPQ/CPB/ROI and gradeReview and approve
ProductProduct and SKU master, pricing history with approval, landed cost, purchases, sales orders, monthly SKU performance, profitability bands, returns and exchangesView
DeliveryDelivery queue, agent assignment, pickup, tracking, proof of delivery by OTP, signature or photo, COD collection posted to Finance, failed and returned deliveriesDriver app mode

Shared records engine

The boring parts done properly, everywhere

Every module gets the same foundation, so a lead, an invoice and a stock movement all behave the same way.

  • Permanent display IDs per record type, generated in the same transaction and protected from edits
  • History on every change: who, employee, branch, before and after, source and request ID
  • Comments, attachments, mentions, watchers and linked records
  • Validated CSV and Excel import with an error report, export, archive and restore, duplicate detection
  • On-change rules for overdue, totals and balances, daily jobs at 08:00 and a management digest email
  • A role-based My Work home: tasks, follow-ups, today's appointments, approvals waiting, overdue items
Inbox · WhatsApp · Dhanmondi
Apu, Hydrafacial er price koto? Friday te slot ache?

AI suggestion · from price list

Hydrafacial is ৳6,500 per session at Dhanmondi. Friday has 11:30 and 4:00 open. Shall I book one for you?
SendEditBook 11:30Take over

Domain controls

Rules that keep the numbers honest

  • Double-entry finance

    Journals must balance, posted entries are immutable and corrections are reversal entries. Reports reconcile to ledger totals.
  • Stock only moves through movements

    Receipt, issue, transfer, return, adjustment, damage, expiry and count. A quantity is never simply overwritten.
  • Money in minor units

    Every amount is stored as whole poisha or cents with its currency. Never floating point, never rounding drift.
  • Sensitive records stay sensitive

    Payroll, HR, patient notes and call recordings need a separate permission and are excluded from AI unless you allow it.
  • Consent before every send

    Customer messages check the consent registry, suppression list and quiet hours. A human takeover stops AI replies.
  • One approvals inbox

    Leave, expenses, budgets, purchase orders, stock requests, asset transfers, campaigns, posts, refunds and AI actions.

Multi-branch

Branch ID on every record, branch filter on every report

Organization → region → branch → team. Members get access to all branches, a region, listed branches or their own records.

  • Packages redeemable at any branch, with inter-branch settlement
  • Stock and asset transfers between branches
  • Branch targets, KPIs and a branch comparison dashboard
Branch comparison · This month
BranchRevenueAppointmentsNo-show
Dhanmondi৳18.4L6844%
Gulshan৳22.1L6027%
Uttara৳9.7L3113%
Packages redeemable at any branch · inter-branch settlement on

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