The Sysevo Business OS
The map of the whole platform — every surface in the portal and how the work flows through it.
Sysevo started as a voice agent platform. It is now the system a business runs on: the calls, the leads that come out of them, the pipeline they move through, the quotes and contracts that close them, the payments that settle them, and the ledger that records them. The voice agents are still there — they are simply the front door.
This page is the map. Every surface below has its own guide.
In this guide
- What the portal is
- The navigation, section by section
- How work flows through the system
- What is on which plan
- Roles and permissions
- Industry portals
- Where to go next
1. What the portal is
When you sign in you land in your portal — one workspace holding every part of the platform your account has. On the left is the navigation; the Voice AI hub is one click away at the top of it.
Everything is scoped to your account. Data is isolated at the database level, not by hiding menu items, so a bookmark, a shared link or an API key cannot reach another account's records.
2. The navigation, section by section
Top
| Surface | What it is |
|---|---|
| Dashboard | Your morning view — call volume, leads, tasks, and what needs attention. |
| Reminders | Personal follow-ups and to-dos, with in-app, push and email nudges. |
| Tasks | The team's task board — assignment, status, due dates. |
| Chat | Internal team messaging: channels, threads, DMs, mentions, meetings. (Growth+) |
CRM
| Surface | What it is |
|---|---|
| Inbox | Your connected mailbox — Gmail, Outlook or any IMAP account — read and sent inside Sysevo. |
| Email Responder | An AI that drafts replies to inbound mail in your voice. (Growth+) |
| Leads | Every lead, from calls, forms, sourcing and the inbox. |
| Guest Relations | Calls worth acting on that didn't become a lead, an appointment or a sale. |
| Calendar | Appointments, meetings, booking links and public booking pages. |
| Pipeline | Your deals, as a board you drag across stages. |
| Contacts | Everyone your agents have spoken to, deduplicated. |
Marketing
| Surface | What it is |
|---|---|
| Templates | Reusable email, SMS and LinkedIn copy. (Launch+) |
| Audiences | The lists a campaign can be pointed at. (Growth+) |
| Campaigns | One-off emails to a contact list, from your own domain. (Growth+) |
| Sequences | Multi-step cadences that run themselves. (Growth+) |
| Lead Sourcing | Find, verify and import new leads at scale. (Growth+) |
| Reputation | Reviews across platforms, review requests, and auto-replies. (Growth+) |
Finance
| Surface | What it is |
|---|---|
| Finance | The ERP ledger: transactions, invoices, bills, expenses, budgets, reports. (Command) |
| Payments | Providers, products, payment links, embeddable widgets, transactions. |
| Procurement | Purchase orders, suppliers, expense claims, approvals. (Command) |
Performance
| Surface | What it is |
|---|---|
| Numbers | KPI targets and attainment across your org tree. (Growth+) |
Docs
| Surface | What it is |
|---|---|
| Reports | Build, customise, export and schedule your own reports. |
| Contracts | Contracts and e-signature. |
| Forms | A full forms engine — 30 field types, publishing, submissions. |
| Vault | Secure file storage and sharing. |
| Atlas | Collaborative documents — pages, blocks, comments, sharing. (Growth+) |
Tools
| Surface | What it is |
|---|---|
| Proposals | AI-generated proposals from your company profile. (Launch+) |
| Quotes | Priced quotes from your services catalogue. (Launch+) |
Account
| Surface | What it is |
|---|---|
| Team | Members, invitations, roles and permissions. |
| Support | Search the docs, or open a ticket. |
| Settings | Account, API keys, notifications, pipeline stages, stage emails, sending domain, company profile. |
3. How work flows through the system
The surfaces are not independent tools that happen to share a login. They are one pipeline.
A call comes in. A voice agent answers it. The call is recorded, transcribed and analysed.
The analysis fans out.
- The caller's details are written to Contacts, deduplicated against everyone you already know.
- Facts learned about them are appended to their caller profile, so the next agent to speak to them already knows.
- The call gets a disposition — what actually answered — which drives whether the number is ever dialled again.
- If they asked to be rung back, a callback is scheduled.
- If it was a sales conversation, a lead is created and scored.
- If it was worth acting on but was not a lead — a question, a complaint, feedback — it becomes a Guest Relations case.
- Call Actions fire: a task is created, an appointment booked, a follow-up email drafted for your approval.
The lead moves. It sits in Leads, moves through Pipeline stages, picks up Tasks and Reminders, receives a sequence or a campaign, and gets a meeting through the Calendar.
The deal closes. A quote or proposal goes out, a contract is signed, a payment link is paid, and the transaction lands in Finance.
The business is measured. Reports for the detail, Numbers for targets and attainment, Reputation for what customers say afterwards.
Nothing in that chain is manual data entry. Each step hands the next one what it needs.
4. What is on which plan
| Launch | Growth | Command | |
|---|---|---|---|
| Dashboard, Reminders, Tasks | ✓ | ✓ | ✓ |
| Chat | — | ✓ | ✓ |
| Inbox, Leads, Guest Relations, Calendar, Pipeline, Contacts | ✓ | ✓ | ✓ |
| Templates | ✓ | ✓ | ✓ |
| Audiences, Campaigns, Sequences | — | ✓ | ✓ |
| Email Responder | — | ✓ | ✓ |
| Lead Sourcing, Reputation | — | ✓ | ✓ |
| Payments | ✓ | ✓ | ✓ |
| Finance, Procurement | — | — | ✓ |
| Numbers | — | ✓ | ✓ |
| Reports | Fixed 12-section report | Custom builder (24 sections) | Custom builder |
| Contracts, Forms, Vault | ✓ | ✓ | ✓ |
| Contract templates | ✓ | ✓ | ✓ |
| Atlas | — | ✓ | ✓ |
| Proposals, Quotes | ✓ | ✓ | ✓ |
| Team, Support, Settings | ✓ | ✓ | ✓ |
Full detail in Plans & Subscriptions.
A gated surface is never a dead link. Below its tier, a page shows an upgrade screen naming what it does. Access is enforced on the route and in the database — hiding a menu item is not access control.
5. Roles and permissions
Two axes decide what a person sees: their role on the account and your plan. Both must pass.
| Role | Typical access |
|---|---|
| Client admin | Everything on the plan, including Team, Settings, org structure and KPI targets. |
| Standard member | The working surfaces — leads, pipeline, calendar, tasks, inbox. |
| Finance | Adds Finance, Payments and Procurement. Without manage_finance, those pages are hidden and walled. |
| Closer | A deliberately narrow view: My Appointments and the Calendar, nothing else. |
Roles are managed in Team.
6. Industry portals
Nine industries get a portal of their own: Excursions & Tours, Vacation Rentals, Real Estate, Hospitality & Restaurants, Veterinary, Entertainment & Events, Dental, Marketing Agency and Call Centre.
A portal is not a different product. It mounts the entire CRM described above — every surface, at its own URL prefix — and then adds the vertical's own surfaces on top and renames things into the vertical's own language. A rentals portal has Bookings, Properties, Owners, Cleaning and OTA sync plus the whole CRM; a vet portal has Triage, Cases, Patients and Referrals plus the whole CRM.
That means a feature added to the CRM appears in all nine with no per-portal work — and it means these guides apply inside a portal too, under a different prefix and occasionally a different name for the same page.
See the industry guides: Excursions · Rentals · Real Estate · Hospitality · Veterinary · Entertainment · Dental · Marketing · Call Centre
7. Where to go next
- New to Sysevo? Start with Getting Started.
- Want the whole catalogue in one place? System Overview.
- Building on the API? Overview and Authentication.