Iurefficient for your area

Pick your industry: you'll see the problems it solves, the modules used most and one-minute videos.

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Each feature, with what it does and where it is used.

Case file AI assistant Ask each project's documents and get the answer with the document and passage it came from. AI documents Filings, reports and minutes drafted section by section with your company's format and rules. Projects and PMO Work plans with Kanban, Gantt and a spreadsheet view; baselines, change orders, risks and portfolio. Timesheet Each person's week, entered like in Excel, submitted and approved by their manager. Electronic signature Signature by link for people without an account, internal approvals, and advanced signatures with Mifiel, DocuSign, Documenso or SignWell. Service desk (tickets) Queues with business-hours SLAs, ITIL types, a service catalog, rules, satisfaction surveys and an API. Inventory and CMDB Devices that discover themselves, signed custody forms, licenses, contracts with notice dates and a service CMDB. CRM and sales Leads, a pipeline with loss reasons, researched profiles with sources, a sales inbox, cadences and campaigns. CFDI 4.0 invoicing Invoices and quotes with CFDI 4.0, several issuers with their PAC, withholdings, collections and a billing schedule. Tax system (Mexico) SAT download with e.firma, income tax and VAT for seven regimes, AI-classified deductions and filed versus computed. Client portal Your client sees their projects, documents, tasks and tickets, and messages you, without back-and-forth emails. Collaboration Comments with @mentions on any record, channels, video calls with Teams or Jitsi, and notifications to a Teams channel. Training (classroom) The Iurefficient School classroom with the same account: courses by role, progress and certificates. ERP integration Two-way sync with Dolibarr and Odoo: clients, projects, tasks, invoices, tickets and products. Human resources Coming soon Personnel files, org chart, vacation with balances under Mexican labor law, and competency reviews.

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