Everything Obvius can see, run and automate.
The full catalog: the dashboards we collect and analyze, the modules we manage and act on, and the automations that run the busywork, with the exact tools each one connects to.
Pick the building blocks for your dashboard.
Every module and automation we can build, grouped by what it does for your business. Pick the ones you want, we build them into one dashboard.
Find, capture and convert demand into customers.
New customer & account analysis
Signups, activation and cohort retention, in one view.
Lead-source analysis
Which channels actually convert, and what they cost.
Sales pipeline & forecast
Weighted pipeline, forecast, win-rate and sales velocity.
Lead generation
Enrich, score and route inbound and outbound.
New account to onboarding
Trigger onboarding the moment someone signs up.
Missed call → instant text-back
A missed call triggers an instant text so the lead never goes cold.
Lead follow-up until they reply
Automatic, spaced follow-ups that stop the moment they answer.
New lead → CRM, assigned, first reply
Every new lead lands in the CRM, gets assigned, and gets a first reply.
Quote / devis follow-up until signed
Quotes are chased on a cadence until they're signed or declined.
And more: cold-outreach sequences, lead scoring, attribution.
See what your spend, content and channels return.
Email & newsletter performance
Opens, clicks, list growth and revenue per campaign.
Ad spend overview
Spend, ROAS and CAC across every channel.
Most-profitable ads & why
Your top creatives, with the reason they win.
Agency performance report
What the agency reports, against what actually happened.
SEO / GEO score
Rankings, generative-engine presence and technical health.
Keyword & content movers
What is rising or falling, and why.
Social-media trend analysis
Formats, sounds and topics gaining momentum.
Auto review request after service
Happy clients get a review request at the right moment.
Negative feedback routed privately
Unhappy feedback is caught and routed to you before it goes public.
Respond-to-review drafts
On-brand reply drafts for every review, ready to approve.
And more: creative fatigue, budget pacing, review monitoring.
Cash, revenue and margins, always up to date.
Revenue vs cash-out by department
Your revenue against cash-out per category and department, with margin and trend.
Expense & treasury analysis
Spend by category, anomalies flagged, and a cash-flow view from your accounting tool.
Profitability by product & client
Margin per product, client and channel, and where it leaks.
Subscription & billing health
MRR, churn and failed-payment recovery, read from your billing tool.
E-commerce performance
Orders, AOV, returns, top products and abandoned carts.
Invoice chasing & reminders
Overdue invoices are chased automatically on your schedule.
Failed payment → retry + notify
Failed payments retry automatically and notify you if they still fail.
Expense capture from receipts
Receipts are read and pushed to your accounting tool, categorized.
Daily / weekly cash digest
A short cash-position summary lands in your inbox or Slack.
And more: runway, dunning, reconciliation prompts.
The paperwork, scheduling and follow-ups, handled.
Key dates & reminders by month
Deadlines, renewals and filings, never missed.
Contract & document tracking
Sent and signed status, renewals and deadlines, in one place.
Appointment & booking reminders
Clients get timely reminders so fewer slots go to waste.
No-show recovery & waitlist fill
Cancellations trigger waitlist offers to refill the slot.
Client onboarding & document collection
New clients are walked through forms and document collection.
Forms & intake before the first meeting
Intake forms are collected and synced to the CRM before you meet.
And more: renewals, e-signature, reminders.
Your team, your intranet and your knowledge in one place.
Company intranet
SOPs, FAQ, docs and who is online.
HR overview
Leave, onboarding, headcount and key dates.
AI chat for your employees
Answers grounded in your own docs and rules.
New-hire onboarding flow
Every new hire gets accounts, docs and a first-week checklist.
And more: policy Q&A, asset register, time-off.
Projects, stock and workflows running on their own.
Support & ticket analysis
Volume, SLA, recurring issues and sentiment.
Call & communication analytics
Call volume, missed-call rate and response time, by agent.
Projects in progress
Live status across teams and priorities, on one board.
Priorities by department
What each team owns this week, ranked.
Meeting intelligence
Auto summaries and action items from calls, pushed to tasks and the CRM.
Inventory & stock
Stock levels, turnover and reorder points, with low-stock alerts.
Automations & schedules in place
Every recurring job, with an on/off switch.
Cross-tool workflows
Multi-step actions across your whole stack.
Low stock → draft supplier order
When stock dips below threshold, a supplier order is drafted.
Scheduling from demand forecast
Staffing suggestions based on your historical demand patterns.
And more: dispatch, capacity planning, SLA alerts.
The numbers, briefings and signals to decide faster.
Team report rollups
Sales and ops reports rolled up and summarized for you.
New competitor analysis
New entrants, positioning and pricing moves.
Feature ideas from feedback
New-feature ideas mined from tickets and reviews.
NPS & customer health
NPS and CSAT trends with a composite customer-health score.
Daily close / end-of-day digest
An end-of-day recap of the numbers that matter.
Weekly owner report
A written weekly report across your tools, every Monday.
Performance & anomaly alerts
You're pinged when a metric breaks its expected range.
Meeting-prep briefs
A one-pager before every meeting: who, context, last touchpoints.
And more: board packs, OKRs, scenario views.
On-brand content, produced and ready to publish.
Instagram / TikTok / LinkedIn posts
Drafts, hooks and captions in your voice.
Ad & social concepts
Angles, scripts and creative briefs.
Blog articles
SEO and GEO-aware long-form drafts.
And more: newsletters, repurposing, image generation.