Complete Platform
32 Apps in 7 Categories
Deeply integrated across Business (5), Finance (3), Operations (5), People (6), Collaboration (5), Platform (4), and Industrial Verticals (4). Every feature is designed to work together seamlessly — no more data silos.
Customer 360
Manage contacts, leads, and customer relationships
- Contact & lead management
- Pipeline tracking with customizable stages
- Activity timeline & notes
- Email sync & templates
- Contract management
- Customer segmentation & tagging
- Revenue forecasting
- Deal scoring & prioritization
- +10 more features
[Screenshot: CRM — Lead Pipeline View]
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XBuddy CRM walkthrough
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Sales
Quotations, orders, and commission tracking
- Quotation builder with PDF export
- Sales orders & fulfillment tracking
- Commission tracking & rules engine
- Multi-level price lists & discounts
- Revenue forecasting & pipeline reporting
- Customer self-service portal
- Multi-step approval workflows
- Product catalog with images & variants
- +10 more features
[Screenshot: Sales — Quotation Builder]
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XBuddy Sales walkthrough
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Product & Marketing
Product catalog, campaigns, and marketing analytics
- Product catalog with images & variants
- Pricing rules & promotional campaigns
- Product performance analytics
- Marketing campaign tracking
- Customer segmentation for campaigns
- Email marketing integration
- Product category management
- Product bundle configuration
- +3 more features
[Screenshot: Product & Marketing — Campaign Dashboard]
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XBuddy Product & Marketing walkthrough
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Point of Sale
Multi-outlet retail and restaurant POS with real-time sync
- Multi-outlet POS management
- Offline-capable transactions
- Split payments & multiple payment methods
- Table management for restaurants
- Receipt printing & digital receipts
- Daily & shift reconciliation
- Real-time inventory deduction
- Discount & promotion management
- +4 more features
[Screenshot: Point of Sale — Multi-Outlet Dashboard]
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XBuddy Point of Sale walkthrough
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Customer Success
Onboarding, health scoring, and renewal management
- Customer health score tracking
- Onboarding checklists & progress
- Support ticket integration
- Renewal & upsell alerts
- NPS & CSAT survey management
- Churn risk detection
- Customer activity timeline
- Success plan templates
- +3 more features
[Screenshot: Customer Success — Health Score Dashboard]
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XBuddy Customer Success walkthrough
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Finance
Invoices, bills, expenses, and purchase orders
- Invoice & bill management
- Expense claims & approvals
- Purchase order tracking
- Multi-currency with live exchange rates
- Payment tracking & reconciliation
- Financial reporting (P&L, balance sheet, cash flow)
- VAT/tax management & filing
- Recurring invoice automation
- +10 more features
[Screenshot: Finance — Invoice Management]
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XBuddy Finance walkthrough
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Accounting
Journal entries, ledger, reconciliation
- Journal entries & general ledger
- Bank reconciliation
- Customizable chart of accounts
- Tax management & filing
- Period-end closing & lock
- Financial statements (P&L, balance sheet, cash flow)
- Multi-entity & multi-branch support
- Fixed assets tracking & depreciation
- +10 more features
[Screenshot: Accounting — General Ledger]
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XBuddy Accounting walkthrough
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Procurement
Vendor management and purchase workflows
- Vendor management & performance scoring
- Request for quotation (RFQ)
- Multi-step purchase approval workflows
- Vendor comparison & selection
- Procurement analytics & spend visibility
- Spend management & budget enforcement
- Contract management & renewal alerts
- Purchase order creation & tracking
- +10 more features
[Screenshot: Procurement — Vendor Management]
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XBuddy Procurement walkthrough
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Inventory
Stock management, warehouses, and movements
- Multi-warehouse management
- Stock movements & adjustments
- Lot & serial number tracking
- Automated replenishment rules
- Stock valuation (FIFO, AVCO)
- Barcode & QR code scanning
- Inventory reports & dashboards
- Inventory aging analysis (age buckets)
- +10 more features
[Screenshot: Inventory — Warehouse Overview]
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XBuddy Inventory walkthrough
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Field Service
Service contracts, job dispatch, and technicians
- Service contracts & SLA management
- Job dispatch & intelligent scheduling
- Technician mobile app (offline-capable)
- Field reports, photos & digital signatures
- Customer portal & job status tracking
- Parts & consumables management
- Service analytics & KPI dashboard
- Job cost tracking (labor, parts, travel)
- +10 more features
[Screenshot: Field Service — Job Dispatch Board]
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XBuddy Field Service walkthrough
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Quality
Inspection checklists and non-conformance reports
- Configurable inspection checklists
- Non-conformance reports (NCR)
- Corrective & preventive actions (CAPA)
- Quality metrics & KPI dashboards
- Full audit trail
- Supplier quality management
- ISO 9001 compliance tracking
- QC template management (CRUD)
- +10 more features
[Screenshot: Quality — Inspection Checklist]
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XBuddy Quality walkthrough
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Asset Management
Fixed assets, lifecycle tracking, and depreciation
- Fixed asset register & lifecycle tracking
- Depreciation calculations (straight-line, declining balance)
- Asset check-in/out & custody management
- Maintenance schedules & work orders
- Asset transfers between departments/locations
- Asset disposal & write-off management
- Insurance & warranty tracking
- Asset utilization analytics
- +4 more features
[Screenshot: Asset Management — Asset Register]
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XBuddy Asset Management walkthrough
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Time Tracking
Timesheets, project time logging, and attendance
- Timesheet submission & approval
- Project-level time allocation
- Overtime calculation & approval
- GPS-based clock-in/out
- Leave integration with timesheets
- Billable vs. non-billable hours
- Time reports by employee/project/department
- Work schedule & shift management
- +3 more features
[Screenshot: Time Tracking — Timesheet Dashboard]
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XBuddy Time Tracking walkthrough
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HR
Attendance, leave management, and org chart
- Employee profiles & org chart
- Attendance tracking with GPS & QR code
- Leave management & approval workflows
- Shift scheduling & roster management
- Document management & expiry alerts
- Onboarding & offboarding workflows
- Recruitment pipeline & applicant tracking
- Employee self-service portal
- +10 more features
[Screenshot: HR — Employee Directory & Org Chart]
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XBuddy HR walkthrough
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My HR
Employee self-service portal for leave, payslips, and approvals
- Leave request & balance tracking
- Payslip download & history
- Personal info updates & documents
- Expense claim submission
- Training course enrollment
- Performance goal tracking
- Approval inbox (pending actions)
- Team directory & org chart
- +3 more features
[Screenshot: My HR — Employee Self-Service Portal]
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XBuddy My HR walkthrough
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Payroll
Salary processing and payslip generation
- Salary structure & formula builder
- Payslip generation & PDF export
- Deductions & allowances configuration
- Personal income tax (PIT) calculation
- Payroll run reports & summaries
- Bank transfer file export (multiple banks)
- Social & health insurance management
- Overtime pay calculation
- +10 more features
[Screenshot: Payroll — Payslip Generation]
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XBuddy Payroll walkthrough
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Performance
Performance reviews and career development
- Configurable performance review cycles
- 360° feedback (self, peers, manager, subordinate)
- Goal & OKR setting and tracking
- Career development plans
- Customizable review form templates
- Calibration sessions & rating normalization
- Performance analytics & heatmaps
- Competency framework management
- +10 more features
[Screenshot: Performance — Review Dashboard]
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XBuddy Performance walkthrough
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OKR
Objectives, key results, and company-wide goal alignment
- Company, team & individual OKR trees
- Key result check-in & progress tracking
- Alignment visualization (strategy map)
- OKR review cycles & grading
- Cascading goals from company to employee
- OKR template library
- Progress commentary & evidence upload
- Cross-team dependency tracking
- +2 more features
[Screenshot: OKR — Goals Alignment Map]
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XBuddy OKR walkthrough
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Learning & Development
Online courses, certifications, and skills gap tracking
- Course library with video & quiz support
- Certification management & expiry alerts
- Mandatory training assignment
- Learning path & curriculum builder
- Employee progress tracking
- Skills gap analysis & recommendations
- Manager approval for external training
- Training calendar & scheduling
- +2 more features
[Screenshot: Learning & Development — Course Library]
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XBuddy Learning & Development walkthrough
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Documents
File management, wikis, templates, and DLP controls
- Document library with folder hierarchy
- Team wikis & collaborative editing
- Version control & history
- Full-text & semantic search
- Document templates library
- Document approval & review workflow
- Expiry date & review reminders
- External sharing with access links
- +4 more features
[Screenshot: Documents — Document Library]
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XBuddy Documents walkthrough
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Projects & Tasks
Project management, Kanban boards, and workload views
- Project creation & milestone tracking
- Kanban, list & Gantt views
- Task assignment & due dates
- Sub-tasks & dependencies
- Workload view across team
- Time tracking per task
- File attachments & comments
- Burn-down & velocity charts
- +4 more features
[Screenshot: Projects & Tasks — Kanban Board]
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XBuddy Projects & Tasks walkthrough
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Calendar
Team scheduling, meeting management, and availability planning
- Personal & shared team calendars
- Meeting scheduling with availability check
- Google Calendar & Outlook sync
- Meeting rooms & resource booking
- Recurring events & reminders
- Calendar integration with HR (leave, attendance)
- Event notifications (email, in-app, mobile)
- Agenda & day/week/month views
- +2 more features
[Screenshot: Calendar — Team Scheduling]
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XBuddy Calendar walkthrough
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Messaging
Internal team messaging, channels, and notifications
- Direct messages & group channels
- Thread-based conversations
- File sharing in messages
- Notification routing rules
- AI-generated conversation summaries
- Cross-module notifications (invoice approved, task due, etc.)
- Search across message history
- Read receipts & status indicators
- +2 more features
[Screenshot: Messaging — Team Channels]
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XBuddy Messaging walkthrough
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Approvals
Centralized approval inbox for all pending items across modules
- Unified approval inbox across all modules
- Approve/reject with comments from mobile
- Approval history & audit trail
- Delegation & out-of-office handling
- Escalation on timeout
- Bulk approval actions
- Multi-level approval chain visualization
- SLA enforcement on approval steps
- +2 more features
[Screenshot: Approvals — Unified Inbox]
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XBuddy Approvals walkthrough
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Analytics
Business intelligence and custom reports
- Custom dashboards with drag-and-drop
- Business intelligence reports
- KPI tracking & threshold alerts
- Export to Excel & PDF
- Scheduled report email delivery
- Cross-module analytics (Finance, HR, Sales)
- Real-time data refresh
- Chart builder with 15+ chart types
- +10 more features
[Screenshot: Analytics — Custom Dashboard]
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XBuddy Analytics walkthrough
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AI & Automation
AI agent orchestration, workflow builder, and policy engine
- 111+ pre-built AI agents across 15+ domains
- Visual workflow builder (no-code)
- Multi-agent pipeline orchestration
- Policy engine with conditional logic
- Event-driven & scheduled triggers
- AI Copilot chat interface
- Agent run logs & performance tracking
- Approval gates within workflows
- +4 more features
[Screenshot: AI & Automation — Agent Dashboard]
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XBuddy AI & Automation walkthrough
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Knowledge Base
Company wikis, SOPs, and AI-powered semantic search
- Structured wikis with nested pages
- AI-powered semantic search across all content
- Version control & change history
- Role-based access control
- Public & internal content separation
- @-mention & comment threads
- Embedded media (video, images, tables)
- Tagging & categorization
- +3 more features
[Screenshot: Knowledge Base — Company Wiki]
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XBuddy Knowledge Base walkthrough
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Signatures
Digital signatures for contracts, invoices, and HR documents
- eSignature requests for any document
- Multi-signer workflows with routing
- DocuSign, Viettel eSign & VNPT eSign integration
- Signature status tracking & audit trail
- Automated reminders for pending signatures
- Integration with Contracts, Invoices & HR Documents
- OTP-verified mobile signatures
- Bulk signature requests
- +2 more features
[Screenshot: Signatures — eSignature Request]
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XBuddy Signatures walkthrough
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Manufacturing
Production orders, BoM, and work centers
- Production orders management
- Multi-level bill of materials (BoM)
- Work centers & operation routing
- Quality control checkpoints
- Real-time production cost tracking
- Material requirements planning (MRP)
- Production reporting & OEE metrics
- Shop floor execution & work order progress
- +10 more features
[Screenshot: Manufacturing — Production Orders]
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XBuddy Manufacturing walkthrough
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Logistics
Shipment tracking, delivery management, and exceptions
- Shipment creation & status tracking
- Carrier & route management
- Delivery scheduling & time windows
- Proof of delivery (photos & digital signature)
- Freight cost & billing management
- Exception management (raise & resolve)
- Exception types: delayed, address issue, customs hold, damaged, failed delivery
- Exception badge on shipment list
- +10 more features
[Screenshot: Logistics — Shipment Tracking]
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XBuddy Logistics walkthrough
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F&B
Restaurant and food & beverage operations management
- Table management & floor plan
- Menu management with modifiers
- Order management (dine-in, takeaway, delivery)
- Kitchen display system (KDS)
- Split bills & multiple payment methods
- Food cost & recipe management
- Ingredient usage & waste tracking
- Daily sales reconciliation
- +4 more features
[Screenshot: F&B — Table Management & Orders]
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XBuddy F&B walkthrough
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Distribution
Multi-channel distribution, route planning, and delivery management
- Multi-channel order management
- Route planning & optimization
- Distribution center management
- Delivery agent mobile app
- Real-time shipment tracking
- Return & reverse logistics
- Distribution analytics & KPIs
- Customer delivery notifications
- +4 more features
[Screenshot: Distribution — Route Planning]
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XBuddy Distribution walkthrough
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