Sovablu Templates

Start from a working application, not a blank page.

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Sovablu CRM

A lean, powerful, and completely customizable customer relationship management solution designed for the modern global business. Streamline your sales processes, enhance team collaboration, and gain deep insights into your customer interactions. Use it as delivered or shape it to your exact operational requirements on the Sovablu platform.

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AI Business Card Processing

Sovablu AI reads and processes uploaded business card images to automatically create or update CRM records for accounts and contacts. Capture with a phone camera for rapid import, with AI processing available on-demand or scheduled for later.

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Account Management

Add, edit, activate, and deactivate accounts. Assign to team members and track all associated activities, events, and tasks in one place.

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Contact Management

Detailed contact records linked to accounts. Activity tracking, document integration, and full history per contact.

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Deal Management

Add and track deals across pipeline stages. Monitor sales activities per deal and manage documents for each opportunity through to closure.

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Lead Management

Administer leads linked to accounts, assign to team members, and track key information for follow-up and conversion.

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Event Management

Manage meetings, emails, and calls associated with accounts. Add internal and external participants, set reminders, and attach relevant files.

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Task Management

Coordinate tasks across team members with start dates, end dates, completion status, and task supervisor assignment.

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Team Notes

Collaborative note-taking linked to any aspect of the sales process. Shared notes with read-only or editable access, with member tagging.

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Master Data Management

Customize master data applicable to your organization for tailored CRM configuration across all modules.

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Dashboards

Top-level sales overview dashboard and a wide range of configurable reports for any scenario your team requires.

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Sovablu SmartExpense

An AI-powered travel and expense management system that covers every stage from travel planning to reimbursement. Built on Sovablu and powered by AIxChange, SmartExpense combines advanced AI capabilities with comprehensive expense tools designed for international enterprise teams. Handles multiple languages and currencies out of the box.

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Powered by Sovablu AIxChange

Document intelligence beyond standard scanning

AIxChange goes beyond OCR. It understands the content of financial documents, not just reads them. Transforms paper documents into structured digital data, integrates directly into your Sovablu applications, and accelerates document management without manual data entry at any stage.

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AI Travel Planning

References your organization’s travel policies and reimbursement entitlements to generate a detailed, optimized travel plan with forecasted expenses.

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AI Receipt Processing

AI-powered scanning transforms receipts into actionable data in real time, accelerating reimbursement and enforcing compliance with corporate policies.

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Approval Workflows

Every travel plan flows directly into approval workflows. From planning to final reimbursement, the entire process is integrated including receipt attachment and actual amounts.

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Multilingual Support

Processes data in English, Japanese, and many other languages. Handles multiple currencies, making it suitable for international teams and cross-border travel.

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Sovablu Drive

Cloud storage embedded within the Sovablu ecosystem for all financial documents. Scanned receipts, invoices, and bank statements stored securely and fed automatically into the system.

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Bank File Formats

Generates bank-compatible payment files including the Zengin format for Japan. Handles bank transaction complexities without manual configuration.

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Apportionment

Allocate expenses with precision across departments or locations for accurate reporting and budget management.

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Customization & Flexibility

Extend and tailor SmartExpense to your exact operational requirements directly on the Sovablu platform. No separate development environment required.

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