Business management features

Business management features of Simvix DevPulse: integrated modules, AI assistant and automations for your team.

Every module, with real screenshots

Screens of the Simvix DevPulse application with demo data.

Contacts, companies and interactions with lifecycle stage, lead status and score, plus a customer retention tab.
CRM. Contacts, companies and interactions with lifecycle stage, lead status and score, plus a customer retention tab.
Deal board by stage with total and weighted pipeline, won this month and conversion.
Sales pipeline. Deal board by stage with total and weighted pipeline, won this month and conversion.
Invoices, expenses, budgets and profit and loss, with income, outstanding and overdue amounts at a glance.
ERP and invoicing. Invoices, expenses, budgets and profit and loss, with income, outstanding and overdue amounts at a glance.
Double-entry bookkeeping on the Spanish chart of accounts (PGC): accounts, journal, general ledger and trial balance.
Accounting ledger. Double-entry bookkeeping on the Spanish chart of accounts (PGC): accounts, journal, general ledger and trial balance.
Import Norma 43 or CSV statements and match transactions to journal entries; AI suggests the matches and shows pending amounts.
Bank reconciliation. Import Norma 43 or CSV statements and match transactions to journal entries; AI suggests the matches and shows pending amounts.
Work out the period's VAT and prepare the Spanish tax forms (303, 130, 347, 390…) with Verifactu, SII and TicketBAI.
Taxes. Work out the period's VAT and prepare the Spanish tax forms (303, 130, 347, 390…) with Verifactu, SII and TicketBAI.
Upload invoices and expenses: AI extracts their data and proposes the journal entry, with pending and posted documents.
Invoice OCR inbox. Upload invoices and expenses: AI extracts their data and proposes the journal entry, with pending and posted documents.
Fixed-asset depreciation schedules, fiscal periods and the year-end closing and opening checklist.
Year-end closing. Fixed-asset depreciation schedules, fiscal periods and the year-end closing and opening checklist.
Firm mode: bookkeeping for several client companies with each one's tax health and overdue and pending filings.
Accounting client portfolio. Firm mode: bookkeeping for several client companies with each one's tax health and overdue and pending filings.
Employee directory, time tracking, performance, recruiting and internal communication, with today's clock-ins and open positions.
Human resources. Employee directory, time tracking, performance, recruiting and internal communication, with today's clock-ins and open positions.
Automate from Dev Flow to deploy and release with visual workflows and templates.
Workflow Builder. Automate from Dev Flow to deploy and release with visual workflows and templates.
A three-step wizard (connect tools, questionnaire and findings) to find where the team loses hours.
Automation audit. A three-step wizard (connect tools, questionnaire and findings) to find where the team loses hours.
History of automation audits: go back to any of them and decide which findings go into the plan.
Automation audits. History of automation audits: go back to any of them and decide which findings go into the plan.
Every approved audit finding with its impact and estimated ROI, ready to approve with one click.
Automation plan. Every approved audit finding with its impact and estimated ROI, ready to approve with one click.
Hours and euros saved by your automations, measured on real runs over 7, 30, 90 days or a year.
Automation ROI. Hours and euros saved by your automations, measured on real runs over 7, 30, 90 days or a year.
Contracts with client, type, value, status, expiry and PDF, with signed, pending and total value figures.
Contracts. Contracts with client, type, value, status, expiry and PDF, with signed, pending and total value figures.
Contracts for e-signature with templates, clauses and statuses from draft to completed or voided.
Digital signature. Contracts for e-signature with templates, clauses and statuses from draft to completed or voided.
A health score per customer (engagement, satisfaction, usage and payments), churn risk and MRR, with AI churn analysis.
Customer health score. A health score per customer (engagement, satisfaction, usage and payments), churn risk and MRR, with AI churn analysis.
Create stores and catalogues to sell products or services, with cart and checkout.
Online store. Create stores and catalogues to sell products or services, with cart and checkout.
Your listing in the services marketplace: how customers find you, compare quotes and hire you.
My marketplace. Your listing in the services marketplace: how customers find you, compare quotes and hire you.
Providers such as Stripe and Adyen, routing rules, transactions, subscriptions and payment analytics.
Payment gateway. Providers such as Stripe and Adyen, routing rules, transactions, subscriptions and payment analytics.
Catalogues of legal consents (GDPR, cookies, terms), embeddable collection and record lookup.
Consent management. Catalogues of legal consents (GDPR, cookies, terms), embeddable collection and record lookup.
Set up and deploy a GDPR/ePrivacy cookie consent banner for your website: appearance, texts, statistics and integration.
Cookie banner. Set up and deploy a GDPR/ePrivacy cookie consent banner for your website: appearance, texts, statistics and integration.
Agency documents and templates by status: draft, in review, signed and archived.
Real estate documents. Agency documents and templates by status: draft, in review, signed and archived.
Properties by status, from acquired to sold or rented, with analytics, portal readiness and an AVM heatmap.
Property portfolio. Properties by status, from acquired to sold or rented, with analytics, portal readiness and an AVM heatmap.
Scheduled, confirmed, completed and cancelled viewings, as a list, a calendar and outcome analytics.
Property viewings. Scheduled, confirmed, completed and cancelled viewings, as a list, a calendar and outcome analytics.
Match active buyer demands against listings with automatic scoring and bulk coaching.
Demand matching. Match active buyer demands against listings with automatic scoring and bulk coaching.
Comparative-method valuations, from draft to the report sent to the owner.
Property valuations. Comparative-method valuations, from draft to the report sent to the owner.
Pending, invoiced and collected commissions, with profitability and margin per agent.
Real estate commissions. Pending, invoiced and collected commissions, with profitability and margin per agent.
Active leases, monthly rent, pending payments, occupancy, incidents with SLA and owner statements.
Rental management. Active leases, monthly rent, pending payments, occupancy, incidents with SLA and owner statements.
Publishing to Idealista, Fotocasa and other portals, with queue, leads, monthly cost and ROI.
Property portals. Publishing to Idealista, Fotocasa and other portals, with queue, leads, monthly cost and ROI.
Comparables, Spanish land registry (Catastro), zone heatmap, price-per-m² stats and property valuation.
Market intelligence. Comparables, Spanish land registry (Catastro), zone heatmap, price-per-m² stats and property valuation.
Buyers, sellers and tenants in smart lists, with hot leads and conversion rate.
Lead inbox. Buyers, sellers and tenants in smart lists, with hot leads and conversion rate.
Share inventory with partner agencies and split commissions automatically.
Collaborative MLS. Share inventory with partner agencies and split commissions automatically.
Own offices and franchises with territory by municipality, agents and lead routing.
Office network. Own offices and franchises with territory by municipality, agents and lead routing.
Anti-money-laundering (Spanish Law 10/2010): subjects, PEPs, sanctions, open cases and SAR filings.
AML and KYC compliance. Anti-money-laundering (Spanish Law 10/2010): subjects, PEPs, sanctions, open cases and SAR filings.
Catalogue of partner discounts for your team, with commissions and a conversions dashboard.
Corporate benefits. Catalogue of partner discounts for your team, with commissions and a conversions dashboard.
Electronic invoicing with automated collection: total invoiced, collected and overdue.
Smart invoicing. Electronic invoicing with automated collection: total invoiced, collected and overdue.
Automatic follow-up of overdue invoices: staged AI reminders until payment and the outstanding amount.
AI Invoice Chaser. Automatic follow-up of overdue invoices: staged AI reminders until payment and the outstanding amount.
Generate professional contracts with AI in seconds and track drafts, sent, signed and expired ones.
ContractFlash. Generate professional contracts with AI in seconds and track drafts, sent, signed and expired ones.
Merge, split, compress and reorder PDFs and use AI tools on documents, with a job history.
Document tools. Merge, split, compress and reorder PDFs and use AI tools on documents, with a job history.
The company drive: upload files, create documents and generate drafts with AI.
Documents. The company drive: upload files, create documents and generate drafts with AI.
A health score per customer, green, amber and red distribution, customers at risk of churn and retention playbooks.
Customer Success. A health score per customer, green, amber and red distribution, customers at risk of churn and retention playbooks.
Your subscription: active vertical and plan, included modules, monthly AI credits and invitation or promo codes.
Plan and billing. Your subscription: active vertical and plan, included modules, monthly AI credits and invitation or promo codes.
All the company's licences: switch the active one, compare plans and manage its plan and payments.
Licences. All the company's licences: switch the active one, compare plans and manage its plan and payments.
Compare monthly and annual plans by number of users, with the modules and AI credits each one includes.
Plans. Compare monthly and annual plans by number of users, with the modules and AI credits each one includes.
Account balance with top-ups, charges, a minimum threshold and transactions by type.
Wallet. Account balance with top-ups, charges, a minimum threshold and transactions by type.
The company's credit line with its statements and payments, once the administrator enables it.
Credit line. The company's credit line with its statements and payments, once the administrator enables it.
The team's AI credit consumption against the plan limit: calls, input and output tokens and average cost.
AI usage. The team's AI credit consumption against the plan limit: calls, input and output tokens and average cost.
Every billing event of the account and access to the invoices.
Payment history. Every billing event of the account and access to the invoices.