Boost efficiency & enable self-service by digitalizing & workflow enabling any customer journey or internal process.
Create no-code custom apps to meet your unique business needs
Build, customize, and deploy mobile-friendly self-service experiences using no-code custom apps. Each custom app can have columns, mobile responsive UI, workflow, payments gateway, notifications, task assignment rules, escalations, reminders, REST API, access security, validations, one-to-many line items, etc.
Enable line items, subtotals, & payment on any custom app
At times you will need to collect multiple child records for a parent record. For example, an order can have multiple order items. A travel expense claim would have multiple expense items. This one-to-many relationship can easily be configured in Round Infinity. You can also configure columns on which subtotals needs to be calculated for line items. Enable payment in the app if the total calculated amount needs to be paid.
Add data to custom apps using mobile responsive portal
Each custom app automatically has an auto-generated mobile responsive UI for entering records in the app, accessible using the self-service portal. Depending on the type of application & the configuration of the app, the mobile responsive UI will be generated. Read More About Self-Service Portal
Securely access all records in custom apps & easily check for drafts
Depending on the access, the supervisors , admins, etc. can securely access all submitted records in a custom app. They can filter records, sort records, download records, transfer case ownership, etc., all from a easy to use web interface. Work-in-progress records (draft records) will not be assigned as tasks.
Workflow enable & auto-assign records of custom apps
Attach a workflow to any custom app. Orchestrate work from end-to-end & get all stakeholders to serve your customers within prescribed time limit using extensible, multi-step and branched workflows. Seamlessly assign & route tasks to internal & external team members. Check for out-of-office & max permissible open tasks before assigning workflow tasks to a user.
Configure reminders & alerts for notifying workflow users
Easily configure alerts to notify users at each step of the workflow. For example, if the order is shipped, you may need to send an alert with dispatch information to the user. Sometimes you may need to send multiple reminders for upcoming due dates, appointment dates, deadlines, etc. This can be done using the reminders feature.
Configure document templates to auto-generate reports, invoices, etc.
Configure document templates in any custom app to easily download the record in the a pre-defined PDF output. For example, in a Service Reports app, each record holds a service report. To easily generate the service report PDF, simply upload the document template which will allow to automatically generate service report using the data from the record.
Generate REST API or use Excel upload to push or pull data
Using REST or Excel, easily push or pull records from Round Infinity applications to your external systems. All custom apps & out-of-box apps in Round Infinity are, by default, REST API enabled. The REST API endpoint can be generated with a single click. The columns in these apps can be configured exactly as they exist in your external systems, so that data pull & push becomes seamless. Read More About No-Code REST API
View SLA dashboard for each custom app
Each custom app or out-of-box business app in Round Infinity has its own SLA dashboard, which shows the performance of tasks & process steps. Easily find out which records are stuck at which process step. Analyze team and user performance for response, resolution, and handle time. Find agents that are not completing tasks within specified SLAs. Read More About No-Code Custom Reports Builder
Add any custom app to the 360 view
With a single click, add any custom app to the 360 view. For example, lets say you create a new custom application for ticket creation. Now, to see the records of this app in 360 view of a user, you simply add the custom app to 360. When you click on the user, you will now see the records of the user for this app also in the 360 view.
Easily create custom reports using data from custom apps
Using data from custom apps, create custom BI reports as required by your business. Generate reports with aggregates, grouping, filters, relative dates, etc. Download report output to Excel & PDF. Schedule auto-generation of reports so that you can receive them in your inbox periodically. Read More About No-Code Custom Reports Builder