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SABSUS module

Client Apps connected to the rest of the operating system

Self-service portals where customers can order, book, track, pay, sign, receive offers and manage their relationship.

Client AppsDocumentsPaymentsCRM
mobile-appclient-appwhite-labelcatalogrestaurant
  1. Capture

    Capture activity in Client Apps and keep it attached to the customer, order, product or location record.

  2. Route

    Push the next action to the correct team, screen or automation flow for businesses that want customers to complete actions without staff intervention.

  3. Automate

    Send the resulting data into analytics, AI prompts and follow-up workflows without manual copying.

Core

Client Apps

Shared records, status changes, permissions, triggers and reporting.

Client Apps

Documents

Payments

CRM

Trigger

Client Apps: Trigger tasks and notifications when Client Apps changes status.

AI decision

Client Apps: Use AI to classify, summarize or prioritize records before a manager reviews them.

Action

Client Apps: Create follow-ups, approvals and customer messages from operational events.

Evidence

Client Apps: Trigger tasks and notifications when Client Apps changes status.

What this module actually controls

Client Apps is not a standalone screen: Self-service portals where customers can order, book, track, pay, sign, receive offers and manage their relationship.

4

Data

3

Flows

5

Links

3

Automations

Data it stores and governs

  • Client Apps stores mobile screens, user roles, approvals and customer actions so teams work from one operational record.
  • Client Apps stores customer profiles, segments and communication history so teams work from one operational record.
  • Client Apps stores orders, modifiers, checks, payments and refunds so teams work from one operational record.
  • Client Apps stores documents, signature states, approvals and audit trails so teams work from one operational record.

Workflows it controls

  • Client Apps controls the step: Capture activity in Client Apps and keep it attached to the customer, order, product or location record.
  • Client Apps controls the step: Push the next action to the correct team, screen or automation flow for businesses that want customers to complete actions without staff intervention.
  • Client Apps controls the step: Send the resulting data into analytics, AI prompts and follow-up workflows without manual copying.

Modules it connects with

  • Client Apps shares context with Documents so the next team does not re-enter the same data.
  • Client Apps shares context with Payments so the next team does not re-enter the same data.
  • Client Apps shares context with CRM so the next team does not re-enter the same data.
  • Client Apps shares context with Documents and Signatures so the next team does not re-enter the same data.
  • Client Apps shares context with Mobile Apps so the next team does not re-enter the same data.

Examples by industry

  • Restaurants use Client Apps to connect orders, kitchen status, inventory and repeat visits.
  • Retail teams use Client Apps for product, customer, discount and channel sales context.
  • Franchises use Client Apps to standardize process execution and branch reporting.

Operational workflow

Self-service portals where customers can order, book, track, pay, sign, receive offers and manage their relationship.

01

Capture activity in Client Apps and keep it attached to the customer, order, product or location record.

02

Push the next action to the correct team, screen or automation flow for businesses that want customers to complete actions without staff intervention.

03

Send the resulting data into analytics, AI prompts and follow-up workflows without manual copying.

Automation layer

  • Client Apps: Trigger tasks and notifications when Client Apps changes status.
  • Client Apps: Use AI to classify, summarize or prioritize records before a manager reviews them.
  • Client Apps: Create follow-ups, approvals and customer messages from operational events.

Business outcomes

  • Less duplicate entry between systems.
  • Clearer ownership across teams and locations.
  • Operational data that is ready for reporting and automation.

Implementation

A practical launch path

Client Apps launches in operational stages: data model first, process control second, automation and reporting after that.

01

Define the records: mobile screens, user roles, approvals and customer actions; customer profiles, segments and communication history.

02

Connect roles, statuses and modules: Client Apps shares context with Documents so the next team does not re-enter the same data. Client Apps shares context with Payments so the next team does not re-enter the same data.

03

Turn on rules, alerts, AI prompts and reporting for Client Apps.

Questions teams ask before implementation

Can Client Apps work without the other modules?

Yes, Client Apps can start as a focused module, but its value grows when it shares data with the adjacent workflow modules: customer records, inventory, analytics, AI automations and customer-facing experiences.

Can it be adapted to custom workflows?

SABSUS is modular: fields, stages, automations, permissions and customer-facing screens can be shaped around the way your team actually works.

SABSUS

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Self-service portals where customers can order, book, track, pay, sign, receive offers and manage their relationship.

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