Sovablu Templates

Start your Sovablu journey with an application template built on the platform

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Sovablu CRM

Sovablu CRM is a lean, powerful and completely customizable customer relationship management (CRM) solution designed for the modern global business. Engineered to streamline your sales processes, enhance team collaboration, and provide deep insights into your customer interactions, Sovablu CRM offers unparalleled flexibility and customization. Discover how Sovablu CRM can transform your business operations, drive efficiency, and support your growth in an ever-evolving market. Use the CRM as is, or customize it like a template to meet your specific requirements.

business card

AI Business Card Processing

  • AI Data Import: Sovablu AI automatically reads and processes uploaded business card images to update CRM records.
  • Automatic Data Management: Sovablu AI autonomously creates or updates CRM records (accounts, contacts, and other details).
  • Mobile Quick Import: Capture business cards with your phone camera for rapid CRM import, with AI processing available on-demand or later.
office

Account Management

  • Comprehensive Account Management: Easily add, edit, activate/deactivate, and delete accounts.
  • Streamlined Team Collaboration: Assign accounts to sales team members and effortlessly track all associated activities, including events and tasks.
  • Centralized Information Hub: Maintain thorough records by adding notes and attaching relevant documents to each account.
contacts

Contact Management

  • Detailed Contact Records: Add, edit, and delete contacts linked to each account.
  • Activity Tracking: Monitor activities associated with each contact, including events and tasks.
  • Document Integration: Add notes and attach relevant documents for seamless information management.
deals

Deal Management

  • Deal Oversight: Add, edit, and update deals linked to various accounts.
  • Sales Process Tracking: Monitor activities for each deal, such as events and tasks, and manage deal stages to track progress through the sales pipeline.
  • Team Allocation: Assign deals to sales team members and ensure detailed tracking until closure.
  • Document Management: Add notes and attach relevant documents for comprehensive deal information.
leads

Lead Management

  • Lead Administration: Add, edit, and update leads associated with various accounts.
  • Team Assignment: Assign leads to sales team members for efficient lead management.
  • Information Tracking: Manage key information associated with each lead for streamlined follow-up and conversion.
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Event Management

  • Comprehensive Event Handling: Manage events such as meetings, emails, and phone calls associated with accounts.
  • Participant Management: Add internal and external participants and set up reminders.
  • File Integration: Attach files related to events and manage event hosts for organized scheduling.
tasks

Task Management

  • Task Coordination: Manage tasks associated with one or more accounts, tracking start and end dates, and completion status.
  • Team Collaboration: Assign tasks to team members, designate task supervisors, and manage task priorities.
  • Related Tasks: Organize related tasks for better workflow management.
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Team Notes

  • Collaborative Note-Taking: Add notes linked to any aspect of the sales process.
  • Shared Notes: Create team notes that can be shared with other members, with options for read-only or editable formats.
  • Member Tagging: Tag members in notes using the “@” symbol for efficient communication.
masterdata

Master Data Management

  • Organizational Customization: Customize master data applicable to your organization for tailored CRM usage.
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Dashboards

  • Intuitive Overview: Gain a top-level view of the overall status of the sales function with a comprehensive and intuitive dashboard.
reports

Reports

  • Customizable Reports: Create and access a wide range of reports for various scenarios.
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Completely Customizable

  • Platform Flexibility: Customize Sovablu CRM to any extent on the Sovablu platform, ensuring it meets your specific business needs.
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Sovablu SmartExpense

Sovablu SmartExpense

Transform how your business manages travel and expenses with Sovablu SmartExpense. Our innovative platform combines advanced AI capabilities with comprehensive expense management tools, designed to streamline every aspect of business travel. From planning to reimbursement, Sovablu SmartExpense intelligently aligns with your organization’s policies, ensuring seamless integration and optimized expense handling.

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Powered by Sovablu AIxChange

  • Effortless Document Conversion: Transform your paper documents into digital data effortlessly with our intuitive system.
  • Smart Data Integration: Automatically read and import information directly into your Sovablu applications, streamlining your workflow.
  • Advanced Understanding: Benefit from a system that does more than just scan your documents—it truly understands them.
  • Cutting-Edge AI Utilization: Take advantage of AI technologies that elevate your data processing beyond standard OCR capabilities.
  • Enhanced Efficiency: Leverage Sovablu’s powerful processing to accelerate your document management and increase productivity.
travelplan

AI Travel Planning

Dive into the future with AI that not only understands but anticipates your travel needs. Sovablu SmartExpense references your organization’s travel policies and reimbursement entitlements to craft a detailed, optimized travel plan that forecasts expected expenses with unparalleled accuracy.

receipt

AI Receipt Processing

Say goodbye to manual data entry. Sovablu SmartExpense uses AI-powered scanning and processing to transform receipts into actionable data in real-time. This not only speeds up the reimbursement process but also enhances accuracy and compliance with corporate policies.

approvalworkflow

Approval Workflows

Every intelligent travel plan seamlessly integrates into your approval workflows. From the moment of planning to the final reimbursement, experience a fluid, fully integrated process that includes the addition of expense receipts and actual amounts, all powered by our leading-edge AI.

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Multilingual Support

Navigate the global market with ease. Sovablu SmartExpense’s advanced AI can process data in multiple languages, including English, Japanese, and many others, making it the perfect tool for international teams and travels. Various currencies can also be handled easily.

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Sovablu Drive

Embedded within the Sovablu ecosystem, SovabluDrive offers top-tier cloud storage for all your financial documents. Whether it’s scanned receipts, invoices, or bank statements, everything is stored securely and processed automatically, feeding data straight into the system for unparalleled efficiency.

bankfile

Bank File Formats

With Sovablu SmartExpense, navigating the complexities of bank transactions has never been easier. Our platform’s unique capability to generate bank-compatible payment files, such as the Zengin format for Japan, sets a new standard in operational efficiency and financial management.

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Apportionment

Navigate the nuances of financial management with Sovablu SmartExpense’s apportionment feature. Allocate expenses with precision across departments or locations, ensuring accurate reporting and budgeting.

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Customization & Flexibility

Beyond its robust SaaS capabilities, SmartExpense offers extensive customization options on the Sovablu platform. This means your business can enhance and tailor the system with additional features and capabilities, ensuring a perfect fit for your unique operational needs.

Get Started with Sovablu

Connect with us to find out how Sovablu can drive your digital transformation initiatives in your specific industry.