Digitize information capture and manage requests with dynamic forms. Create forms for any need: requests, reports, checklists, and more, ensuring accuracy with validations and logic.

Key Features:

• Intuitive drag-and-drop editor.
• Variety of field types (signature, file, etc.).
• Advanced validation rules.
• Conditional fields (show/hide).
• Reusable templates and responsive design.

Connect sales, customer service, and compliance areas with a 360° view of the customer. Centralize relationship management, accounts, contacts, opportunities, and document tracking.

🧩 Main Features:

• Account Management (Individual/Corporate).
• Contacts and Participants (roles, hierarchies).
• Business Opportunities (pipeline).
• Centralized Client Documentation.
• Integration with other FLOW modules.

Centralize, automate, and control the document lifecycle. Capture, manage, validate, and monitor any document (contracts, IDs, certificates) with complete traceability.

🛠️ Main Features:

• Dynamic configuration by type, validity, risk.
• Smart checklists with rules.
• Automatic upload, validation, and classification.
• Real-time monitoring (status, expiration).
• Audit and compliance (KYC, AML).

🧠 Applied Intelligence:

• Rules engine for additional risk-based requirements.
• Automation of reviews and renewals.
• Integration with core systems, ERPs, RPA via API.

📈 Key Benefits:

• Drastic reduction in document validation times.
• Enhanced regulatory compliance and traceability.
• Operational savings (fewer reprocesses and manual controls).
• Unification of document sources in a digital flow.
• Complete control over each client/channel/product file.

FieldWy FLOW's Document Manager turns file chaos into a controlled, efficient, and digital experience.

Create, manage, and deploy dynamic and configurable forms to capture structured data in the field or from the back office. Ideal for operations that require document traceability and standardization.

🧩 Key Components:

• Dynamic Templates: Customizable fields, conditional logic, versioning, unique IDs.
• WYSIWYG Content Editor: Visual creation with rich HTML, source code mode, dynamic tags.
• Form Administration: Create, edit, activate/deactivate, export, search.
• Versioning and Traceability: Change history, response logging (date, location, user), metadata.

Manage and optimize field operations with real-time tracking, route optimization, and mobile data collection. Perfect for sales teams, inspectors, and field service personnel.

🎯 Key Features:

• Real-time location tracking and route optimization.
• Mobile forms and data collection.
• Photo capture with geolocation.
• Visit scheduling and planning.
• Performance metrics and reporting.

Monitor and optimize your operations with real-time metrics, customizable dashboards, and advanced analytics. Make data-driven decisions with comprehensive visibility into your processes.

📊 Key Features:

• Real-time operational metrics.
• Customizable dashboards by role/area.
• Process performance analysis.
• Bottleneck identification.
• Automated reporting and alerts.