How can we help?

Access is time-bound and starts from the relieving date. HR can extend it, revoke it or reinstate it at any time.

Only their own records, such as letters, tax documents and clearance status, plus any rehire roles you choose to share.

Yes. Boomerang Talent lets you post roles for alumni or import approved requisitions from recruitment, and track who expresses interest.

Yes. Use bulk upload to bring in employees and interns, then keep records up to date in Sapiens.

Offer, appointment, increment, promotion, transfer, relieving, experience, warning, internship and custom letters.

Yes. Record each asset with its tag, category and condition, assign it to an employee and mark it returned.

Yes. Requisitions go through a pending stage so they can be approved before publishing.

Yes. Closed roles can be re-opened with their details intact.

You can share roles with alumni through Boomerang Talent in the Alumni module.

Yes. Create checklists for different roles or departments and track each joiner against them.

Overdue items are highlighted and can be escalated in one click.

Yes. The FnF amount is tracked with each offboarding case.

Sapiens works with biometric devices such as ZKTeco through its Biometric Gateway. Punch data can also be uploaded as CSV.

Yes. They raise a regularisation request, which is approved before the record is updated.

Yes, as CSV or Excel, and through attendance reports.

Yes. Employees apply for leave and track their requests in My Leaves.

Yes. Each request shows the leave type, period, duration and reason.

Yes. Holiday calendars are managed in Sapiens.

Yes. Create supplementary runs alongside the regular monthly run.

Yes. Runs can be reverted before they are finalized.

Reimbursement claims are reviewed, approved and tracked to paid within Sapiens.

Yes. Declarations record the regime, and you can compare the old and new regimes for an employee.

Employees submit proofs against their declaration, and HR verifies or rejects them.

EPF, ESI, professional tax and TDS are handled as part of payroll.

Yes. Goals can be individual or team objectives.

Yes. Goals are organised into review cycles, such as an annual or quarterly review.

Yes. Filter goals by status and cycle and see each goal's progress.

Yes. Record completions and issue certificates with your chosen signatories.

Yes. Training budgets can be planned and monitored in Sapiens.

Use training reports and effectiveness tracking to see the impact.

Tickets have urgent, high, medium or low priority, each with its own SLA.

Yes. Internal notes are visible only to your HR team.

Yes. Create, publish and archive announcements for the whole company.

Yes. Analytics use the same live data as the rest of Sapiens.

Yes. Choose 7, 30, 90, 180 or 365 days, or all time.

Yes. Export the data for further analysis or sharing.

Yes. Access logs record who viewed or changed data, and when.

Erasure and export requests are logged and tracked through to completion.

Sapiens includes consent tracking, data inventory, retention policies and data request handling to support DPDP Act and ISO 27001 practices.

Yes. Import leads from CSV or Excel files, and export them to CSV or JSON at any time.

Inai Connect gives each lead a score out of 100 based on its details and activity, so the team can prioritise the strongest enquiries first.

Yes. Lead automation can assign new leads round-robin across the team, so work is shared fairly.

Yes. Pipelines and stages are configurable, along with the win percentage for each stage.

It is the value of each open deal multiplied by its stage win probability, added up. It gives a more realistic view than the total.

The dashboard lists opportunities that have stayed in one stage for a long time, with the number of days.

Yes. Quote branding covers your letterhead, logo and footer terms, and quotation templates control the PDF layout.

Yes. Inai Connect supports a base currency plus multiple currencies with exchange rates.

A new revision is created and tracked, and the earlier version is kept and marked as superseded.

Inai Connect works with Twilio, WhatsApp Business and SMS gateways. Talk to us about your provider.

No. You choose when calls are recorded in the calling settings.

Yes. Use Log Communication to add calls and conversations that happened outside the app.

Conversations can come from calls, live chat on your website and connected messaging channels.

Yes. SLA deadlines use the business hours and holidays you set up in Inai Connect.

Yes. The AI chatbot can handle routine questions on chat, and the AI voice bot can answer mapped phone numbers.

No. Inai Connect includes video meetings with a waiting room and recording.

Yes. Share your booking link and customers can pick an available time.

Yes. Meetings are recorded against the lead, contact or opportunity they relate to.

The social composer publishes to Facebook, Instagram, LinkedIn and X.

Yes. Schedule posts for a chosen time or add them to the publishing queue.

Each campaign shows the leads and conversions it brought in, against its budget.

Yes. Connect an SMTP or Microsoft 365 account to send from your own address.

A sequence can include emails, messages and tasks, sent in order to the people you enrol.

Yes. Inai Connect tracks opens and shows open rates per template.

No. Create the form in Inai Connect and add it to your site, or publish it on a landing page.

Each submission creates a lead in Inai Connect and is assigned to the person you choose.

Yes. See submissions, views and conversion rate for each form and landing page.

It is a single view of a customer that brings together their leads, deals, quotes, orders, conversations and activity.

Yes. Add custom fields and change the layout of each record, with validation rules to keep data accurate.

Yes. Deleted records go to a recycle bin, and you choose how long they stay there.

Yes. Target rules can have several levels, such as a minimum and a full target.

Targets use metrics you define, such as revenue won, and can include field-visit counts from Inai Trace.

Yes. Inai Connect can sync employees from Sapiens, the inaivia HRMS.

Yes. Create dashboards and add the components you need.

Opportunities are grouped into forecast categories such as commit, best case and pipeline, which roll up into a forecast.

Yes. Inai Connect includes reports for accounts, contacts, activities and more, and you can create your own.

No. Workflow rules are built without code. Webhooks and API keys are available when you do want to connect other systems.

Inu is the AI help assistant inside Inai Connect. It answers questions about using the CRM, and admins control who can use it and what it covers.

Yes. It connects with Sapiens for employee data and Inai Trace for field visits.

Yes. Record visibility can be limited by territory and reporting hierarchy.

Yes. Sign-in security includes password rules, lockout and two-factor sign-in.

Yes. The audit log keeps an unchangeable timeline of user actions and changes.

Inai Response works out priority from P1 to P4 based on impact and urgency. Admins can change the priority matrix.

Yes. Tickets can be raised for external customers or as internal tickets for your own employees.

Yes. Export the ticket list to CSV or Excel.

No. They can raise and follow tickets from the portal. Emails to your support inbox still become tickets too.

It is a list of services and items people can request, such as software access, each with its own form and approvals.

Yes. Inai Response supports single sign-on with SAML 2.0 and OpenID Connect.

Only if you want it to. SLA clocks run on the business calendars you configure.

Yes. SLA policies can apply to specific tickets, and the most specific policy wins.

You define tiers such as L1, L2 and L3. Tickets start at the first tier and move up the chain when escalated.

A critical, high-impact outage that needs coordinated response. Inai Response gives it a war room, roles and a status page.

Yes. The public status page shows component health and incident updates.

Resolved major incidents move to a postmortem stage, and are closed once the root cause analysis is complete.

An incident is one occurrence of an issue. A problem is the underlying cause behind one or more incidents.

Operational insights group similar resolved tickets into clusters, which shows where the same issue keeps coming back.

Raise a change request from the problem and track it through change management.

Standard, normal and emergency changes, each with its own risk and approval handling.

Changes that need review go to the change advisory board, which votes before the change can be scheduled.

Yes. Group changes under a release version to plan and track what ships.

The engineer on duty in the matching on-call rotation is paged automatically.

Yes. Monitoring tools can send alerts to Inai Response through inbound webhooks.

Yes. Workforce scheduling covers shift rosters, coverage, time off and schedule adherence.

No. Connect your Microsoft 365 support mailbox and Inai Response reads new mail automatically, with no forwarding rules or DNS changes.

Copy the embed code into any page, or share the widget's direct link. Visitors do not need an account.

Twilio, Amazon Connect or any provider that can send call events to the telephony webhook.

Yes. Each article can be public for self-service or internal for agents.

Operational insights group resolved tickets that have no matching article, and suggest drafts.

Yes. Articles move from draft to review before they are published.

Yes. Import assets from a CSV file.

Inai Response sends alerts 60, 30 and 7 days before a licence expires.

Anything you want to track as a configuration item, such as laptops, servers, software and licences.

No. Rules are built with when, if and then steps. Webhooks are available for custom integrations.

No. AI features are opt-in and enabled per workspace by an administrator.

Yes. Connect Claude, ChatGPT or Gemini over MCP with a token that only sees what its user can see.

Yes. Choose a dimension, an optional filter and a chart type, then save and schedule the report.

Tickets at risk of escalation based on sentiment, clusters of recurring issues without articles, and stale documentation.

Define weighted criteria and score agent tickets against them. AI can also score a ticket, flagged as AI-generated.

Any provider that supports OpenID Connect or SAML 2.0, with SCIM 2.0 for user provisioning.

Admins look up a person by email and erase their data. Identifying fields are anonymised while records are kept for audit.

Yes. Create a sandbox with a copy of your configuration, without tickets, users or personal data.

You set the prefix, the number of digits and the next number. A live preview shows what the code will look like.

Yes. The register includes a CWIP status for capital work in progress.

Yes. Administrators can add custom fields to assets, leases and insurance policies.

Use Opening Balance to enter the cost, purchase date, accumulated depreciation and periods already booked. Use Bulk Upload for larger lists.

Yes. Download the CSV template, fill it in and import it. The screen shows you the result.

The PO number and vendor, the asset name and category, the gross amount and the purchase date.

Straight Line, Written Down Value, Double Declining Balance and manual amounts. Usage-based depreciation can be posted from asset meters.

Yes. You can run parallel books and depreciation areas. Only the primary book posts to the general ledger.

Yes. You can load rate-packs for the Companies Act and the Income Tax Act, then apply them to a category.

The lease register is designed around IFRS 16 and Ind AS 116. Your auditors remain responsible for reviewing your accounting.

The reference, lessor, class, start date and term, along with the lease liability and right-of-use asset.

Yes. Custom fields can be added to leases as well as assets and insurance policies.

Yes. Each policy can show the asset it covers.

The dashboard lists policies, warranties and certificates expiring within 30 days.

Yes. You can log claims and see open claims and your settlement ratio.

Yes. You can allocate a grant across assets, and see its allocations from the grant.

Its grantor, currency, envelope, validity and status, as well as its allocations and utilization.

The utilization and deferred income view is designed to support IAS 20. Please review your treatment with your auditors.

Yes. Seats can be assigned to either.

Yes. The screen warns you about licenses expiring within 60 days.

Yes. Seats are enforced against each license’s entitlement.

Each transfer appears with Approve and Reject options, so someone can review it.

Yes. The Custodian View lists assets by custodian and shows which are unassigned.

Yes. Movement History shows its timeline, and you can filter and export it.

Yes. You can reinstate the carrying amount, up to the original historical cost ceiling, with a justification.

A provision for the cost of dismantling or restoring an asset at the end of its life. Inai Assets records it and accretes it over time.

The screens follow IFRS and Ind AS revaluation, IAS 36 / Ind AS 36 for impairment, and IAS 37 / ASC 410 for retirement obligations. Please review your treatment with your auditors.

Yes. Work orders can come from preventive tasks, meter readings or downtime episodes.

Yes. Record annual maintenance, support, lease and warranty contracts, and renew them when they are due.

Yes. You can receive, issue and adjust parts, and see a warning when stock reaches its reorder level.

Any cumulative usage, such as engine hours, spindle hours, cycle counts or odometer kilometres.

From the downtime episodes you log for each asset.

The certificate number, asset, calibration and next due dates, result, as-found and as-left readings, and who performed it.

Yes. Enter a percentage from 0.01% to 99.99%. Cost and accumulated depreciation are reduced in proportion, and the rest keeps depreciating.

Yes. Requests can go through a review queue where they are approved or rejected.

Yes. The gain and loss report can be filtered by type and date, and exported to CSV.

No. The scanner is a web app that uses a phone’s camera. If the camera isn’t available, you can type the asset code.

It’s recorded as Extra, so you can review it with the other variances.

Yes. The count records its condition and where it was found.

Assets that move, such as vehicles or portable equipment. Location data comes from the fixes and scans recorded against the asset.

Long assets such as pipelines, roads and transmission corridors, which are managed in segments by chainage.

Yes. Each segment can show its condition, and the route sketch colours it accordingly.

Yes. The query builder lets you pick a dataset, columns, a filter and a sort order.

You can produce warehouse-ready CSV datasets, on demand or on a schedule, for your BI tools to load.

Yes. The report compares book and tax net book values to show temporary differences under IAS 12.

Approval workflows support role gates and segregation of duties, so you can design them to keep those steps separate.

Yes. Depreciation, disposals and revaluations dated on or before the lock date are rejected.

Yes. Webhooks send signed events to your systems, and BI exports provide CSV datasets.

Business Continuity Plans, Crisis Management Plans, Disaster Recovery Plans, Business Impact Assessments, risk assessments and other BCM documents.

Yes. Templates are configurable, so documents follow your BCM framework.

Version control records every change, and automated reminders prompt each periodic review.

It identifies your critical processes and what disruption would cost, so you can decide what to recover first and how quickly.

The Recovery Time Objective is how quickly a process must be back. The Recovery Point Objective is how much data loss is acceptable.

Yes. BIA results link to your risks, strategies and continuity plans.

Identification, assessment, evaluation, treatment and monitoring of business continuity risks.

Yes. Risks link to mitigation actions, business processes, assets and continuity plans.

It assists with risk identification and analysis, and predictive analytics help surface emerging threats and disruptions.

Disaster scenarios, recovery procedures, contingency arrangements, alternate work locations, resource requirements and emergency response procedures.

Yes. BIA results inform recovery priorities and your choice of strategy.

Yes. AI can recommend continuity strategies, recovery actions and mitigation plans for your team to review.

Crisis team activation, communication management, decision logs, situation reporting, action tracking and incident documentation.

Yes. Incidents can be reported, escalated, tracked and resolved in the system.

Outcomes and lessons learned are recorded, and corrective actions are tracked through to closure.

Exercises, simulations, tabletop exercises and other testing activities.

Yes. Results and lessons learned are documented, and corrective actions are tracked.

Yes. Exercise records and results provide evidence for your compliance reviews.

Yes. It helps you monitor and report on ISO 22301 requirements. Certification itself comes from an accredited certification body.

Yes. You can monitor your internal BCM requirements alongside ISO 22301.

Yes. It includes management reporting and automated compliance reports.

Training schedules, attendance, competency and certification records.

Yes. You can manage awareness programmes and campaigns.

Yes. Knowledge sharing gives people access to BCM reference materials.

Findings, observations, lessons learned, improvement opportunities, audit findings, incident outcomes and corrective actions.

Each action has a status, an owner and a target date, followed by an effectiveness review and closure.

Yes. Automated alerts cover outstanding corrective actions and overdue tasks.

Critical suppliers, contractors and other third parties.

Continuity capability assessments and risk evaluations.

Yes. You can record contingency plans for your critical third parties.

Email, SMS, mobile notifications and other available communication methods.

Yes. Delivery status and communication logs are kept for each message.

Yes. Emergency notifications work alongside incident and crisis management.

Yes. Workflows, approvals, notifications, forms and templates are configurable.

Reviews, exercises, audits, awareness sessions, corrective actions, compliance gaps, critical changes and expiring approvals.

Yes. Workflows include management sign-offs.

BCM maturity, compliance status, outstanding actions, testing activity, risk exposure, document status, training completion and other KPIs.

Yes. Dashboards and reports are configurable.

Yes. Dashboards show your current position.

It assists with risk analysis, predicts disruptions, finds document gaps, recommends recovery actions, analyses trends and drafts reports.

No. AI makes suggestions and your team reviews them.

Yes. It can draft reports, management summaries, meeting minutes and action plans.

Yes. Choose Agile with epics and sprints, or Waterfall with phases and milestones, when you create a project.

It takes you through four steps: project, structure, tasks and review, so a new project is ready to work on.

Capture an existing project as a template. Its tasks and milestones keep relative dates, so a new project can start on any date.

List, Board, Gantt, Calendar and Table, along with an overview.

Yes. Tasks can be broken down into subtasks.

The dashboard shows overdue tasks and insights that suggest what to do, such as rescheduling or reassigning.

Yes. The plan view marks critical path tasks and shows the critical slack in days.

Yes. Baseline snapshots let you compare the current plan with the one you saved.

Yes. The plan shows milestone gates, along with how many are open and completed.

A program groups several projects into one initiative that you can track together.

Yes. The portfolio shows the budget, actual cost, burn rate and variance.

Yes. You can filter the portfolio, including to projects with overdue tasks.

Objectives and key results: a goal, plus the measurable results that show it has been reached.

Yes. Filter goals by on track, at risk, off track, achieved or needs attention.

Yes. Each objective has an owner responsible for it.

A list of newly logged or unassigned issues that need a severity rating, an owner or a decision.

Yes. Issues can be shown in a table or on a Kanban board.

Yes. Defect metrics show total issues, resolution rate and active P1 blockers.

Yes. Time entries show billable hours by day and by week.

Yes. People submit timesheets for a period, and they appear as pending approvals.

Yes. Capacity is contracted hours minus approved time off.

Files such as markdown, PRDs, CSVs, design exports and diagrams, up to 100 MB.

Yes. Whiteboards are edited together in real time.

Filter by project, scope and type, or sort by last updated.

Events such as a task being created, a status changing or an assignee being updated.

Slack, Microsoft Teams and Discord.

Yes. Outbound webhooks send HMAC-signed JSON when events happen.

A way to compare the work done and the money spent against the plan, to see if a project is on schedule and on budget.

Yes. The report builder lets you choose grouping and period, and offers breakdown and matrix layouts.

Yes. Export to Excel, or print to PDF.

Yes. People can protect their accounts with an authenticator app.

Yes. Governance keeps an append-only trail of security and configuration events.

Yes. Custom fields are managed in workspace settings.

Yes. Accounts can be imported in bulk, and you can add or edit them afterwards.

Yes. Recurring journals handle entries that repeat, and reverse journals handle entries that need to be undone.

Yes. Ledger reports show the detail behind the balances in your financial statements.

Yes. Add as many bank accounts as you need, each with its own details and balance.

Yes. Corporate cards have their own section under banking.

Yes. Banking reports include a bank summary, a reconciliation report and a cash register.

Yes. Estimates, proforma invoices, retainer invoices and sales orders can all be converted into invoices.

Yes. Recurring templates generate invoices on a schedule you set, and can post them automatically.

Yes. Send reminders from the invoice list for unpaid invoices.

Yes. Purchase requisitions are approved and then converted into purchase orders.

Yes. Create a purchase receipt from an approved purchase order.

Record them as debit notes against the vendor.

Yes. A payment run pays multiple vendor bills together.

Payment runs move through an approval workflow before they are paid.

Payment runs are built for batch NEFT and RTGS vendor payments.

Yes. Expense claims go through approval before reimbursement.

Yes. Recurring expenses have their own section.

Yes. Expense reports show spend by category, employee and status over a period.

Stock movements update the item's weighted-average cost.

Yes. The item list covers stock, goods, service and non-stock items.

Stock summary, stock movement, item profitability and inventory valuation.

They are computed from your posted invoices and purchase bills.

GSTR-1, GSTR-2, GSTR-3B, GSTR-9 and GSTR-9C.

Yes. You can generate an IRN for a posted invoice through the IRP, and sign with a USB token.

Trial balance, balance sheet, profit and loss, and cash flow, along with ledger reports and a business snapshot.

Yes. The report builder lets you choose columns and filters, then run, export and schedule the report.

Yes. Reports can be viewed, filtered and exported.

You assign ledger accounts to a budget head and budget against it.

Yes. The variance view compares them.

Yes. Budget heads are a master list you define.

Yes. Access is managed with users and roles.

Yes. Currencies and exchange rates are managed in settings.

Yes. API keys and webhooks are available under developer settings.