Frequently asked questions

It is a single tracking screen for your work from sales to collection: opportunities, quotes, jobs and payments flow through one panel. What's overdue, who's holding what, what's next — you see it without asking; overdue and unowned work surfaces on its own.

Yes. ViziPulse is not a fixed template; screens, fields and flows are designed around how your company actually works.

No; quotes are just one of the core areas. Every setup ships with customer and sales tracking, quote management, job and delivery tracking, and the Artificial Intelligence morning briefing as standard; other areas your company needs are clarified in the discovery call.

It can cover the CRM area, but it is not just a customer list. It handles task, document, approval, follow-up and operations flows together.

No. It does not touch your accounting, inventory software or existing systems; they remain your systems of record. ViziPulse is the layer that pulls the tracking work now scattered across Excel and messages onto one screen.

Every morning it produces a short briefing: what happened yesterday, what's ahead today, where to pay attention. You can also ask the panel questions in plain language; every answer shows which data it was produced from. It does not make decisions and does not act on a customer's behalf; permissions and human control are always preserved.

Every setup is dedicated to your company and isolated; your data is not kept in a shared pool with other companies. Who sees and who approves is defined by your rules, and every action is recorded.

During setup, we can import the required starting data from your Excel files. We review your files, identify the fields to use, then clean and map the data; after your approval it goes live.

A middle path: the core is ready and strong, and the implementation is tailored to your company. It is not sold as a copy-paste package.

Companies whose processes are spread across separate files and messages, where work is hard to locate because the team does not use one place, and where management needs to see status from a single screen.