01
Clients & relationships
Contacts, organisations, sites and service history, connected to the conversations and work they generate.
THE PLATFORM
Mirai Systems brings business records, team workflows and agent actions into a connected working environment, shaped around your organisation.
Choose the capabilities your team needs. Keep the core records connected as the system grows.
01
Contacts, organisations, sites and service history, connected to the conversations and work they generate.
02
An enquiry, a project, a recurring service or a maintenance request. Give it an owner, a state and a next step.
03
Role-specific workspaces, team assignments and schedules that connect the office to the people doing the work.
04
Structured forms, files, policies and checklists attached to the activity they support.
05
Defined tasks, scoped tools and review points. Keep proposed actions and their results available to the team.
06
Views of work in progress, open decisions and exceptions. Bring connected financial information alongside the operational record.
PEOPLE + AGENTS
Follow an example site-service request. See where an agent helps, where a person decides and what belongs in the record.
01 / CAPTURE
A customer asks for a site visit. Link the request to the customer and location so the team has a clear starting point.
Illustrative workflow. Agent actions and approval points are configured for each implementation.
YOUR EXISTING SYSTEMS
Keep specialist tools where they make sense. Decide which system owns each record and how information moves between them.
See our approachConnect approved financial workflows without creating competing versions of the accounts.
Scope the mailboxes, channels and records the team needs.
Agree permissions, approval rules, data boundaries and recovery requirements during implementation.
One team. One process.
A practical place to begin.