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Admin Panel
Postgres
Build an Admin Panel with Postgres for Governance, Risk & Compliance
Centralize your risk management efforts on one platform. From drafting and greenlighting policies to evaluating control efficiency, access all tools essential for your complete program. Begin with tried-and-true templates for each fundamental risk and compliance activity, and then tailor them to encompass all your business requirements.
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Centralized data
Bring your billing data together in one app and share customers, invoices, and subscriptions with your team, partners, or customers in real time.
Customizable layouts
Pick a layout—grids, Kanban, columns, rows, etc.—to organize your data in a way that makes sense for your team and build custom, real-time reports
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Personalized display options
Drag and drop fields to reorder them, hide what you don’t need, set rules to show fields based on other data, and more.
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Intelligent automation
Automate tasks like updating customer data, sending payment reminders , troubleshooting customer billing queries, and notifying team members.
All the business tools your team needs, in one centralized platform
It’s never been easier to build a custom app with a simple drag-and-drop platform.
Project Management
Design custom project management tools to speed up workflows, track progress, and optimize your team’s productivity.
Flexible CRM
Create a custom CRM that you can adapt to your business’s needs, centralize your workflows, and make customer communication easier than ever.
Team intranet
Set up a central space for your team to collaborate, share information, and stay up to date on company news
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Employee management
Easily manage employee information, track performance, and handle HR tasks from a single platform.
Client portals
Build a secure, fully-branded, and personalized client portal that lets your customers self-serve.
Business
Project Mangement
Create easy to navigate client portals (using a simple drag-and-drop tool!) so your customers can get the information they need (to drive conversions!). Add your stripe invoices and subscriptions to manage billing alongside your projects.
sales
Sales CRM
Put your sales team on the same page with a central hub to track leads and stay up-to-date with every client interaction. Link your CRM with your Stripe data so your Sales team can see when payments have been made, and by who.
Project Management
Inventory Tracking
Keep your team on track, manage resources like a pro, and make sure projects are completed on time, every time! Add Stripe to track payments made against stock, per customer.
We’re not the only ones with great things to say!
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How it all works:
integration
Postgres
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