Connect everything. Automate more.

Real-time bidirectional file sync via Microsoft Graph change-notification webhooks - changes propagate within seconds, with periodic polling kept as a fallback. Files sync to Teams channels and OneDrive, document metadata updates, queue-based processing with automatic retry and backoff, private channel support, and a complete share-grant audit view. Teams / OneDrive serves as the primary document storage backend - folders created and managed automatically per tenant and document type.

• Real-time file sync to Teams channels and OneDrive via Graph webhooks (push and pull)
• Queue-based processing with retry/backoff and dead-letter handling
• Complete share-grant audit: Active, Discovered, Pending, Revoked

Digital signature workflows and KYC signing directly from the contract module. Send documents for e-signature, receive webhook callbacks on signing completion, and archive signed PDFs automatically in the DMS.

• E-signature and KYC signing from the contract module
• Webhook callback on completion; signed PDF archived in DMS

Qualified and advanced electronic signatures via DocuSign, as an alternative or complement to Skribble. Send envelopes directly from the contract module, track signing status, receive completion webhooks, and archive the executed PDF automatically in the DMS.

• Send DocuSign envelopes from the contract module
• Signing status tracking and completion webhooks
• Executed PDF archived automatically in the DMS

AI-assisted document classification extracts metadata from PDFs, Word, Excel, PowerPoint, and images using gpt-4o. Used for DMS queue classification, invoice data extraction, and AI-assisted marketing post generation.

• DMS document classification: tenant, counterparty, date, reference, description
• Invoice data extraction for accounting pre-fill
• AI-assisted marketing post generation via scheduled cron script

Anthropic's Claude models as an alternative AI provider for document classification, summarisation, and drafting. Route AI workloads to Claude where its long-context reasoning and careful summaries are preferred - fully interchangeable with the OpenAI connector.

• Alternative model provider for document classification and summaries
• Long-context reasoning for large documents and term sheets
• Interchangeable with the OpenAI connector per workload

Email marketing list synchronisation. Keep CRM partner contacts in sync with CleverReach campaign lists automatically via scheduled background sync.

• Automatic CRM-to-CleverReach contact synchronisation
• Scheduled background sync script

VoIP telephony integration. Import call data records (CDR) from the Asterisk PBX, track calls per partner and lead, resolve caller ID to known partners, and display call history in the communications module.

• CDR import from Asterisk PBX
• Caller ID resolution to known partners
• Call history per partner and lead

Connect your existing email provider - Microsoft 365 / Exchange Online or any standard SMTP mailbox (Gmail / Google Workspace, Infomaniak, and other common providers). Robust queued delivery with retry on failure, per-tenant sender identity, and HTML template-based emails for system notifications, contract delivery, payslip notifications, and portal invitations.

• Microsoft 365 / Exchange Online and standard SMTP providers
• Queued email delivery with retry on failure
• Per-tenant sender identity and HTML templates

Profile and company data API integration for CRM partner enrichment. Pull LinkedIn profile data into partner records.

• LinkedIn profile data enrichment for CRM partner records

Remote server management and health monitoring via phpseclib SSH connector. Connect to production servers, run diagnostics, and monitor system status from within the platform.

• SSH remote connection via phpseclib
• Server health monitoring and status display

Template-based Word document generation via PhpWord. Custom filters and per-contract-type hooks transform templates into finished contract PDFs with variable data, watermarks, and signatures.

• DOCX template rendering with variable field replacement
• Custom filter functions per contract type
• PDF conversion with optional watermark

Banking connectivity with Bank Frick (Liechtenstein) for payment and account workflows. Reconcile incoming payments against invoices and subscriptions, retrieve account statements, and keep the accounting ledger in sync with banking activity.

• Payment reconciliation against invoices and subscriptions
• Account statement retrieval and ledger synchronisation
• Supports subscription settlement and capital-call flows