Customization

Customize Robosme with its flexible structure according to your own way of doing business.
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Customization

Customize forms

Customize forms as you wish according to your processes.

Define new record types, fields, views, forms, charts, record relationships from the customization screens, customize all data schemas, forms and data management required for your processes. Update the ready-made forms and add new components.

Multi-currency

Track your sales opportunities in different currencies and calculate exchange rates automatically.
Define price lists in different currencies and have the lists automatically calculated according to the exchange rate. All currencies other than the base currency are calculated according to the exchange rate.

Multi-language

In companies where multinational employees work remotely, perfect the user experience in native language.

See title, name and description in selected language. Export language translations to EXCEL, update and reload.

Robosme works in 10 different languages.

Multiple forms

Create forms for different user groups.
Create forms for users who handle different processes. For example, design two different forms for the loyalty card so that sales and customer service teams can view it according to their needs.

Menu builder

Manage your menu flexibly with two separate menu structures in mobile application and web browser.

To perfect the user experience, create two separate menus in the mobile application and in the web browser. Shape the menus according to the users’ mobile or browser experience. Create a modular structure by keeping frequently used items at hand. Position numerous main menu components within the menu and numerous sub-components under these components.

Timeline

View all activities in timeline
View companies, people, activity movements, sales, notes and documents in timeline. Add new records with quick access buttons.

Concept image

Add logos or images for companies and contacts.
Enrich any data you want with images. For example, you can keep the company logo in the company form and the person's picture in the contact form. You can list records with these images in the lists.

Gallery

Add images to all recordings.

Add a photo of the problematic product to a request or complaint you receive. This feature can be used in concepts with activated media feature. You can only use our media tool to add a photo or video to any form.

NoCode – LowCode

Workflows

Develop software without knowing code!

Build actions that need to be taken automatically in your processes with drag and drop methods. Update your records without needing software.

Prepare workflows that will run when a new record is created, updated, its status changes, its owner changes or is deleted.

You can run these workflows manually and link them to certain criteria. When the appropriate conditions are met, you can update the status and/or owner of the record you are processing and/or the main records to which this record is linked.

Update your records without needing software.
Build flows using drag and drop.
Automatically create records, change status, owner.
Ensure that the records to which the record is linked are also automated.

Business Processes

Keep track of all records with business processes.

Follow your sales opportunities, requests-complaints or any record type you want step by step by adapting them to different business processes.

You can observe the stage of your opportunities by designing different processes such as tender sales, fast sales, follow up on their status and report them.

You can view your business processes in the form of a kanban-board and manage their stages with the drag-and-drop method.

Script

Add your own javascript developments.

Add javascript developments to forms and lists on the front-end or define them as global scripts.

With this feature; perform many operations such as field hiding, assigning values ​​to fields, defining field requirements, component hiding, etc.

With the script capability, you can provide controlled and proper data entry for users.

Add-ons

Develop your custom processes with plugins.

Develop custom processes with add-ons. Set up externally developed code blocks to run before or after any action.

You can upload the codes you develop to the system and ensure that the desired action is taken in cases such as record creation and update. For example, when a potential customer becomes an active customer, you can ensure that a current account is opened in the ERP system.

Security

Role Management

Determine the areas of responsibility of users, teams and companies with authorizations and restrictions.

Assign multiple roles and teams to a user. For example; With the Sales Manager role, you can allow the person to view all sales records.

With the Team concept, provide authorization to certain groups. Determine whether they can print records in Excel.

Separate records viewed or edited by different user groups. Assign ownership to records and restrict users based on that ownership.
Assign users from different roles and departments as a team and allow them to work on the same records.
Define different levels of authority for users. (No authority, user/team, team member and organization)

Security Standards

Configure your security in alignment with your company policies.

Manage security settings such as password length, maximum session duration, password history, mandatory password changes, and account locking after incorrect password attempts.

If desired, use the features provided in a manageable format based on ISO standards in their default state.

Do you have questions?

You can ask any questions you have via our contact form and get answers in a short time.
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