Simplicity and power to serve business areas quickly
Get to know our resources and see how we can take your company into a new era of productivity and organization!
Flow design
Create flows and automate business rules with the power of scripts. Set deadlines, assign responsibilities and take control of your processes.
Electronic Signature
Have more complete electronic signature processes. Automate document signing, from collection to storage, and concentrate everything on the same platform.
Personalized dashboards
Easily visualize the most important data from your processes. Manage and take initiatives based on indicators displayed quickly on our dashboards.
Document manager
Organize documents and find them in just a few clicks. Take advantage of the power of our search center to easily work with the most varied types of files.
Mobile app
Resolve demands from wherever you are via the mobile app. Not having a computer nearby is no longer an excuse for not keeping on top of things.
Inbox
As simple as an e-mail system. Assign tasks to users' inboxes, all they have to do is do what they're told, and let Holmes take care of everything else!
Portals
Use this function to allow suppliers, job applicants, people outside the organization or other interested parties to make and follow up on requests without having a user in the system. Learn more.
Personalized dashboards
Customize dashboards with the most important information for your business and expand your process analysis power. Create dashboards based on specific flows, define filters, choose the best view, save data and much more.
Monitoring the process
Easily consult the total of completed and open processes and check data by user, period and solution. Also find out how long the process took to complete and which type of demand was most recurrent.
Task visualization
View the total number of tasks completed, overdue and on time according to a given period or user. You can also track the average time each task took to complete and which types of tasks were opened most often.
Centralize claims handling at Holmes
Include people who, although they don't have a registered user, need to request and follow up on demands and prevent them from resorting to other tools, such as e-mails and messages.
Customize your portals
Create one or more portals and determine the processes that can be initiated via the link so that people can make requests without logging in. Customize the portal area with your company's design.
Improve the experience and maintain governance
Allow the people concerned to follow the progress of the cases they have opened through a protocol. Keep track of these claims from the moment they were initiated, which would not happen if they were made outside Holmes.
Mobile App
Search center
External participant
Document template
OCR reading
Invoice integration
Count on the support of our technical team
"Support has constructively supported the development of projects, as well as resolving doubts, but also providing examples and ways of resolving situations! The closeness of the team and support to the implementation team adds a lot."
Bruno
Bellsaw
"Regarding Holmes, it was my first contact with a tool of this type, I found it sensational and very intuitive. As for the support, I can only thank you, you play a fundamental role in helping users to use the tool from start to finish."
Celso
Periodical | Third Party Management
Holmes is API Firts
A software development approach in which the design of APIs is prioritized. REST integration API, available on the Zapier platform.