ProcessApp system modules — catalog
Catalogue of process modules
Each module is one process described from input to output — with screens, the flow and the roles involved. Narrow the list down to your department, industry or area.
Find the module for your process
Narrow the list down to your department, industry or process area — or simply type in the name of the process you want to put in order.
Lead Generation
Losing potential customers because your forms are scattered and you can’t consistently track sources? The Lead Generation module unifies traffic from campaigns, landing pages and forms into one automated flow that feeds straight into your CRM. Built‑in AI algorithms help you instantly create new landing pages and analyse performance reports.
Prospecting
Looking for companies that fit your criteria? The Sales module in ProcessApp automatically generates a list of prospects based on keywords, cities, and industries. With AI you get smart recommendations that make it easier to reach the right companies.
Cold Mailing
Do your cold mailing campaigns deliver the results you expect? The Sales module in ProcessApp lets you effectively manage message sequences and automated follow-ups. With built-in artificial intelligence, you get support to optimise your sales process.
Cold Calling
Spending time manually dialing numbers and losing track of sales call notes? The Cold Calling module automates call queuing, campaign management and guides sales reps through structured call scripts. Built-in AI continuously analyzes calls, draws conclusions and suggests the best responses to customer objections.
Sales Opportunity Management
Losing track of where your sales opportunities are in the pipeline and which ones will actually generate profit? The Sales module lets you manage the entire funnel in a Kanban view, from the first inquiry through to a win, bringing tasks and meetings together in one place. Built‑in AI recommends the next steps in the process and automatically prepares the business context before your customer meeting.
Quotation Preparation
Losing track in a maze of RFQs and manual cost calculations? The Sales module lets you smoothly turn the agreed scope from a conversation into a ready-to-send quotation with line items, prices and margin. The built-in AI assistant automatically generates marketing personas and helps complete B2B data, speeding up your quoting process.
Offer Preparation and Sending
Spending hours manually copying data from cost estimates into offer documents? The Sales module lets you manage estimates end-to-end, create interactive offers and generate contracts in one place. Artificial intelligence automatically drafts copy, selects visuals and checks the consistency of the entire package before you send it to the customer.
Product configurator
Spending hours manually calculating prices and preparing quotes for complex products? The Configurator module lets you instantly build a variant from available sections and parameters, automatically generating pricing and a ready‑to‑use specification. Artificial intelligence analyses historical configurations and suggests optimal bundles and margins for selected markets.
BOM Development
Wasting time manually recalculating material costs for every product variant? The Technologia module lets you comprehensively build and manage multi-level Bills of Materials (BOM) as the basis for material planning and costing. AI algorithms automatically generate cutting plans and optimise minimum stock levels for raw materials.
Technology Routing
Spending too much time manually defining operation sequences and calculating production costs for every item? The Technology module lets you manage products end-to-end by assigning precise routings, time standards, and dedicated workstations and machines. Built-in AI algorithms automatically generate production steps based on historical data, drastically speeding up the technologist’s daily work.
Manufacturing Cost Calculation
Are you guessing production costs instead of basing your price list on hard data? The Technology module links BOM structures, routings and time standards to deliver an accurate technical cost for every product. Artificial intelligence mass-generates routings for many products at once, saving hours of manual engineering work.
Demand Forecasting (Forecast)
Wondering if your production will be fully loaded in the coming months? The Forecast module combines sales pipeline data with order history to build an accurate forecast of resource demand. Artificial intelligence assesses sales opportunities and automatically suggests the optimal distribution of orders over time, preventing scheduling conflicts.
