Xeo Base Module

Everything needed to start a
custom business database.

Workflow Management

Tasks: Every team member executing the highest priority tasks. Our workflow management system keeps users focused on actionable tasks. All the information needed to execute the task is at hand with documents and related records just one click away.

Automated Templates: Standardize workflow by configuring the system to automatically create and assign new tasks based on events or status changes.

Shared Data

Companies: Create and manage organization profiles effortlessly. Assign tasks and tags as needed. This feature offers the ability to associate people with a company and vice versa. Drag-and-drop document upload.

People: Create and manage contact information, tags and assign tasks. Drag-and-drop document upload. Track relationships between people, like supervisor and subordinate or husband and wife.

Events: Share event data across your organization.

Queries

Custom Reports: Our visual query builder allows end users to query the database using a graphical interface which Access users will find familiar, and which database experts will be able to exploit to create even the most complicated reports. Execute queries and see results on screen as you write them.

Report Scheduling: Once you’ve created your custom report, schedule the delivery on a recurring basis. Rest easy knowing recipients can easily unsubscribe at any time.

Security

Roles and Permissions: Our robust permission module keeps your data safe. Create new roles and set the permissions of each role at a granular level. Users can only see data and execute functions as you permit. Each user can belong to multiple roles so you have maximum flexibility in granting permission.