Insurance And Legal
Social Media
The Social Media Module is built to unify internal team coordination and external customer engagement through real-time, high-impact digital channels. It transforms business operations by replacing slow, fragmented communication with automated, context-rich connectivity.
Its main purpose is to:
- Centralize organization-wide communication within the ERP to boost productivity and focus.
- Automate real-time workflow alerts (task updates, invoices, revenue changes) via SMS and instant messaging.
- Simplify virtual collaboration by embedding installation-free video conferencing directly into business processes.
- Streamline multi-platform content operations, from scheduling posts to managing OTT streaming services.
- Empower data-driven strategies through unified analytics and seamless CRM data synchronization.
Unifying Enterprise Communication and Digital Engagement
Modern organizations struggle with fragmented communication tools, disconnected social platforms, delayed workflow notifications, and limited visibility into digital performance. Teams waste time switching between messaging apps, video tools, CRM systems, and content platforms, resulting in slower decisions and inconsistent customer engagement. This module resolves these challenges by centralizing collaboration, automating system alerts, integrating virtual meetings, and delivering unified social analytics directly within the ERP environment.
Social Media
Each functional component of the system is modular and scalable for easy customization.
API Configuration Portal
Securely manage credentials for Meta, Twilio, Google, and Discord webhooks.
API Configuration Portal
Meeting & Event Scheduler
Automate meeting link generation and participant notifications for virtual sessions.
Meeting & Event Scheduler
Content Operations Manager
Upload, schedule, and publish video and social media posts directly from the ERP.
Content Operations Manager
Analytics Dashboard
Track engagement, demographics, and performance across all connected social platforms.
Analytics Dashboard
Notification Trigger Engine
Define rules for sending automated alerts based on system events and status changes.
Notification Trigger Engine
Unified Digital Communication Platform
Centralize messaging, meetings, automation, content operations, and analytics to streamline collaboration and strengthen multi-channel customer engagement.
💬 1. Unified Team Collaboration
Brings all internal conversations into one structured, searchable workspace integrated directly with ERP workflows. This eliminates platform switching and improves project alignment across departments.
Key Capabilities:
- 📫 Send direct and group messages across Slack, Discord, or Zulip without leaving the ERP
- 📂 Organize complex projects using structured conversation streams and topics
- 🔍 Locate past decisions and shared files instantly with global search functionality
- 🔐 Ensure secure, authenticated access for all team members
📹 2. Seamless Virtual Meetings
Enables instant, secure, high-quality video collaboration without external installations or tool fragmentation. Meetings become part of daily business processes rather than isolated events.
Key Capabilities:
- 🔗 Generate instant Start/Join links with one click for Zoho, Jitsi, or Whereby meetings
- 🖥️ Support presentations with high-definition screen sharing and in-meeting chat
- 📅 Synchronize with calendars to provide automated reminders to all attendees
- 🚪 Manage session security with password protection and authorized-only access
🤖 3. Automated Workflow Notifications
Delivers system-generated updates to users through the platforms they already use daily. This ensures tasks, invoices, and revenue changes never go unnoticed.
Key Capabilities:
- 📲 Deliver real-time alerts for tasks, invoices, and revenue changes via WhatsApp, SMS, or Telegram
- ⚙️ Configure rule-based triggers to match alerts with specific organizational workflows
- 📝 Customize message templates to maintain consistent branding and communication tone
- 📱 Engage users on platforms they check daily, even when away from their workstations
🎬 4. Strategic Content Management
Transforms social media and video publishing into a controlled, measurable business process. Content planning, scheduling, and performance tracking become centralized and data-driven.
Key Capabilities:
- 📤 Upload and schedule content for YouTube, Instagram, and Facebook through a unified dashboard
- 🏷️ Manage metadata, tags, and descriptions to optimize content for discovery
- 📑 Build and organize episodic playlists or streaming channels for branded OTT services
- 📊 View real-time previews and engagement logs to refine posting strategies
📊 5. Unified Social Analytics
Provides a single source of truth for digital engagement across all platforms. Decision-makers gain immediate insight into audience behavior, trends, and content effectiveness.
Key Capabilities:
- 📈 Visualize audience growth and engagement trends in one centralized chart system
- 🌍 Track detailed demographic data including country, gender, and language preferences
- 🔍 Monitor specific post performance metrics like likes, shares, and watch time
- 💡 Identify top-performing content types to drive data-backed decision-making
Who Can Benefit from the System?
Organizations requiring centralized communication, automated engagement, digital collaboration, content control, and unified social performance analytics.
🏢 Corporate Enterprises & Remote Teams
Overview:
Strengthen internal coordination and ensure business continuity across distributed workforces.
Key Benefits:
🏎️ Faster decision cycles by reducing communication delays between departments
🏡 Seamless virtual access for remote employees with browser-based collaboration
🛡️ Centralized oversight of all internal messaging and project status updates
🤝 Sales & Marketing Organizations
Overview:
Improve customer acquisition and brand consistency with automated engagement tools.
Key Benefits:
🎯 Targeted promotional alerts and automated lead follow-ups via WhatsApp
🏷️ Consistent multi-platform brand identity through structured content planning
🔄 Real-time CRM synchronization for immediate deal visibility and tracking
🎬 Media, Entertainment & OTT Providers
Overview:
Build and operate professional streaming services with full content and customer control.
Key Benefits:
📺 End-to-end monetization tools including carts, coupons, and subscription handling
📑 Structured organization of movies, series, and playlists for audience retention
📈 Performance insights for individual videos to optimize content production
🎓 Educational & Training Institutions
Overview:
Deliver high-quality learning experiences through organized virtual classrooms and video hubs.
Key Benefits:
🏫 Interactive virtual workshops with breakout rooms and real-time screen sharing
📚 Structured learning paths built with specialized YouTube playlists
📢 Instant campus notifications and safety alerts sent directly to student mobile devices
🏥 Service & Support Operations
Overview:
Increase customer satisfaction and operational readiness with timely, automated alerts.
Key Benefits:
🏥 Automated appointment reminders to significantly reduce no-show rates
🔧 Real-time work order notifications for field technicians to resolve issues faster
💬 Faster response times through a unified inbox for all customer support inquiries
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