Extranet

When you love your ERP, you share it!

Office employees are often the only ones to benefit from new business management software. Not with Kafinea.

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Employee Portal

Equip your field employees

Give your employees and contractors the ability to stay connected from their smartphone.

Time tracking, access to work orders, document and expense report submission at your fingertips. Your employees will have never been so pleased that you changed your ERP.

Supplier Portal

Reassure your suppliers

Open extranet access to your suppliers so they can submit their invoices and track your payments. This method combined with the arrival of digital invoices and Kafinea’s automation systems will allow you to process your supplier accounts in a serious and fast manner.

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Customer Portal

Open the doors of your company

Offer your customers a customizable personal space where they can stay close to your company.

Kafinea’s customer portal is an exchange space for questions or potential issues your customers encounter. They can also view their quotes and invoices as well as frequently asked questions (FAQ) and upload documents.

FAQ

Proactively answer the questions you are asked

Generate a list of questions/answers for your employees, suppliers, or customers, accessible directly from their extranet. Reduce the volume of questions received and increase the satisfaction of your extranet users.

Automation at the service of the extranet

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • AI-powered advanced search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries, and provides relevant results.

  • AI-Powered Automations

    Integrate AI prompts into your workflows to automate calculations, analyses, and decision-making based on your ERP data.

  • Autonomous AI Agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the necessary order, and continuously adapt their actions.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Interactive AI Chatbot

    Ask questions about the data you have access to and receive instant answers, in text, tabular, or graphical format.

  • MCP Server for External AI

    Connect external artificial intelligence to Kafinea to enhance your automated processes and expand your capabilities.

  • Reminder notifications

    Customize your reminders (pop-up window, email, or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled Reports

    Configure periodic email delivery of a report in table or chart format.

  • Web forms

    Import the data received from a contact form and use it in Kafinea.

Advanced extranet features

  • Advanced per-user access rights

    Choose which actions are allowed or which information is visible for each user, down to the field level.

  • Applications

    Open positions or tasks and allow users to make themselves available.

  • Customizable fields

    Add your own input fields, picklists, date pickers, URLs, etc.

  • Dynamic and Customizable Email Templates

    Easily create your own dynamic email templates using shortcodes.

  • Dynamic and customizable PDF templates

    Design as many dynamic PDF templates as desired using shortcodes.

  • Reports and Charts

    Visualize real-time key information from your chosen module via tabular and graphical reports.

Basic extranet features

  • Personal Calendar

    Add one-time or recurring activities and tasks to your Kafinea calendar and manage your schedule.

Related pages

Unleash your business potential now.

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