Proceptio.BI is a multi-tenant CRM and business-intelligence platform by Proceptio. It brings documents, customers, projects, tasks, resource scheduling, and analytics together so an entire operation runs from one place.
Proceptio.BI replaces the patchwork of spreadsheets, mailboxes, and disconnected apps with a single system. Documents, customers, projects, tasks, scheduling, and analytics all share the same data - so every team works from one source of truth instead of re-keying the same information in five places.
Create quotes, orders, invoices, and dispatch notes from a single screen - each with automatic numbering, per-type configurable fields, and one-click PDF generation. Every document is linked to its partner, items, and project, so the full history of any deal is always a click away rather than scattered across folders and inboxes.
Plan and track your team's work on a clear Kanban board that moves tasks from backlog to done. Assign owners, set due dates and priorities, and add checklists and comments so the whole context lives with the task. Assignment generators create recurring work automatically - month-end closes, follow-ups, inspections - so routine jobs never slip through the cracks.
Reserve meeting rooms, vehicles, equipment, and any other shared resource on one team-wide calendar. The system checks availability the moment you book, so conflicts and double-bookings are caught before they happen. Everyone can see what's reserved, by whom, and when - no more back-and-forth emails to find a free room.
Watch revenue, document volume, delivery rates, and any other KPI update in real time on dashboards embedded straight from Power BI. Because the platform is multi-tenant and integrated with Office 365 and SharePoint, every tenant gets its own secure, interactive view of the business - drill into the numbers without exporting a single spreadsheet.
The platform keeps growing with your operation. Alongside the core modules, Proceptio.BI covers the everyday essentials most businesses end up bolting on later.
Customers and suppliers with full history.
Plan and track projects end to end.
Bulk campaigns with delivery tracking.
Plan and monitor cash flow.
Manage resources and assets.
Leads, contacts, complaints, tickets.
Book a walkthrough and we'll show how it fits your operation.