Business Management

Create smart mini-ERPs, CRMs and other business systems that are truly tailored to your needs. Bring in client and internal data from different sources, create approval processes and workflows, keep customer contacts and interactions up to date, manage inventory, automate reorders on items that are low in stock and so on.

It might feel unbelievable that you can build a full-blown ERP or CRM with a visual tool, but Composer really is that powerful. You can try it yourself: start with one of our Business Management templates and customize from there, or build your system from scratch with pre-built features like Notifications, Calendar, Tasks and so on.

Example

Customer Orders and Fulfillments

Taking in customer orders via phone and email is commonplace. This can take up a significant chunk of sales-time from sales teams. Furthermore, hectic schedules can lead to loss of sales, as large clients can’t always reach key people fast enough to put in their time-sensitive orders.

Using Composer, you can create an app for employees and key clients that displays product inventory and lets regular clients make orders directly through the app. This ensures client orders are recorded automatically and immediately, freeing up salespeople time to do actual selling.

Example App Features

  • Display products and allow clients to make orders directly through the app
  • Send order information directly to fulfillment department
  • Confirm orders in-app, with confirmed orders sent directly to warehouse staff
  • Large client orders trigger push notifications to upper management
  • Overstocked products trigger notifications to clients that are interested in a particular product category, leading to faster stock turnover

We start by creating two custom resources for Products and Orders. (If available, Products can be brought in from an existing system.) Each new order points to a single product, with fields for quantity, delivery address, comments etc.

Then, we set up access rights so that customers cannot edit products or see other customers’ orders, but they can make new orders.

We add an automation rule that whenever a new order is created, the fulfillment department gets notified. The fulfillment department can then confirm the order in-app (or contact the customer for clarifications).

Another automation rule then notifies the warehouse staff about confirmed orders, so they can send them. Since the order status is updated in-app, the customer can follow it without having to contact anyone personally.

A third automation rule informs the upper management of especially large offers, so they can act accordingly.

Finally, when a product is marked as overstocked, a fourth automation rule automatically notifies specified clients, so they can take advantage of the lower selling price.

Other examples for this case
  • DOCUMENT RENEWALS

    Track and automate employee document renewals (i.e. visas for airline pilots).
  • WORK ORDER MANAGEMENT

    Allow work orders to be made and accepted via the same app, speeding up the process and making it more trackable.
  • HELPDESK PROCEDURES

    Manage list of helpdesk procedures to ensure that issues are not escalated without cause.
  • TERMINOLOGY LIST

    Maintain a collaborative list of official company terminology.
  • MOBILE CHECKLISTS

    Create checklists to ensure each step in a repetitive processes (like employee onboarding) is completed.
  • EMPLOYEE ABSENCES

    View all employee absences (sick leaves, vacations) on a shared calendar.