Operations platform
CRM & AI operations platform
One unified platform for customers, products, support, AI operations, and knowledge workflows — the operational brain of modern businesses.
Scattered operations and data
Modern businesses face growing operational complexity: scattered customer data, manual document handling, slow ticket resolution, no centralized AI usage visibility, inefficient product documentation workflows, weak activity traceability, and fragmented onboarding. The result is delayed support, higher costs, weaker retention, and inconsistent data across teams and tools.
The operational brain of the business
Introducing Sapienta’s CRM & AI operations platform: a unified ecosystem combining CRM, AI operations monitoring, user and product management, customer documentation, ticketing, knowledge base, activity tracking, content management, and system administration. Beyond traditional CRM, we build the operational brain of the business — where AI supports daily work, customer data becomes actionable, documents become searchable intelligence, support becomes proactive, and teams collaborate from one source of truth.
Platform pillars
Dashboard & business visibility
Global system overview, real-time analytics, operational KPIs, support monitoring, and AI usage tracking — for faster decisions and fewer operational blind spots.
Users, products & experience
Buyer, operator, and supervisor management with role-based permissions; product catalog with documentation and versioning; CMS for welcome pages and personalized onboarding.
Documents, knowledge base & support
Centralized customer documentation with version history; AI-ready FAQ and knowledge base; unified ticketing with assignment, escalation, and SLA tracking.
AI, audit & administration
Token and AI cost monitoring by department; activity logs across products, documents, and users; backups, settings, and governance for enterprise-ready deployments.
Features
- 1 Unified dashboard with KPIs, operational analytics, and customer activity visibility
- 2 AI token consumption, cost analytics, and department-level usage monitoring
- 3 User and role management: buyers, operators, supervisors, granular access control
- 4 Product catalog with documentation, versions, history logs, and visibility controls
- 5 Customer document uploads, versioning, secure storage, and traceability
- 6 Centralized, searchable FAQ and knowledge base — AI-ready for assisted support
- 7 Support ticketing: unified dashboard, assignment workflows, status, escalation
- 8 Audit trail for products, documents, versions, and user activity
- 9 CMS for role-based welcome pages, editable content, and guided onboarding
- 10 System administration: backups, technical documentation, operational settings
- 11 API integrations with ERP, email, and existing tools (on request)
Industries & clients
Operations platform for support teams and businesses adopting AI in a structured way.
