Your team asks. Staffynex prepares. A person approves.

No new software to learn and no forms to fill in. People talk to Staffynex the way they'd ask a colleague, and it works from your own records.

1AskAnyone asks a question or requests a change in plain language.
2ReviewStaffynex prepares the change and sends it to the right person.
3MoveOnce approved, records update and the whole team sees it.

1. Ask

Questions get answers, not a search through chats.

What's blocked, who owns it, what was promised to a client. Staffynex reads the records your team already keeps and answers with the facts, then suggests the next step.

It only answers from what's in your workspace, and only shows each person what their role allows.

Staffynex · Project Operations
Ana, OperationsWhat's holding up Harbor Point?
StaffynexThree tasks are waiting on the vendor permit. Tomás requested it on Oct 14 and there's been no reply since.
Blocked
3 tasks, 2 owners
Next review
Thursday
Suggested next step

Draft a note to the vendor from Tomás and flag the permit in Thursday's review.

Prepare itNot now

2. Review

Staffynex does the setup. A person signs off.

When a proposal is signed, Staffynex reads it and prepares everything that usually takes an afternoon: the client record, the project, the tasks with owners and dates. Nothing is created until someone approves it.

Approvals go to whoever you decide: a sales lead for prices, an operations lead for projects.

Changes ready for review

Prepared from the signed proposal for Vega Consulting

Create client recordVega Consulting, two contacts from the proposal
Create projectVega, Phase 1, starting Nov 3
Add 6 tasks with owners and due datesFrom the scope section of the proposal
Let the project lead knowAna, Operations
Approve allReview one by one

Waiting on Marcus, Sales lead

3. Move

The record updates. Everyone works from the same version.

Approved changes land in your workspace with who asked, who approved and when. The next person who asks gets the current answer, without calling anyone.

Every change keeps its history, so you can always see how a deal or project got where it is.

Vega, Phase 1

Marcus approved 4 changesPrepared by Staffynex from the signed proposal
Project and client record createdVisible to Sales and Operations
6 tasks assigned to 3 peopleFirst due date Nov 7
Ana asked who owns the kickoffAnswered: Tomás, due Nov 3

What each workflow handles.

Live

Sales & Quotes

An AI CRM for the path from first proposal to signed client.

Accounts
Companies, contacts and their history
Quotes
Every version, value and status
Pipeline
Stages, owners and the next step on each deal
Approvals
Prices and discounts go to the right person
Live

Project Operations

Project tracking for teams that deliver what sales signed.

Projects
Phases, dates and who's responsible
Tasks
Owners, due dates and status
Dependencies
What's blocked and by what
Risks
What needs attention before each review

Three more workflows are in progress, and we build custom ones. If your process doesn't fit either workflow above, we design one around it.

Tell us your process

You decide who can do what.

Each role gets its own permissions. People ask about what they're allowed to see, and only the right people can approve changes.

CanTeam memberManagerOwner
Ask about their own work✓✓✓
Request changes✓✓✓
See the whole team's work–✓✓
Approve prices and projects–✓✓
Change roles and approvals––✓

An example setup. Roles and approvals are configured for your company.

Starting your first workflow.

What you bring

  • One process that costs your team time today.
  • The spreadsheets, documents or chats where it lives now.
  • The people who run it, for a working session.
  • One person who can approve changes.

What we deliver

  • The workflow configured with your records.
  • Roles, permissions and approvals set up for your team.
  • Your people using it in their daily work.
  • Adjustments as it settles in, with us close by.

See it with one of your processes.

A 30-minute call. From $290/month, implementation scoped before you commit.

Book a call