key features of Deonbase
By unifying your tools , Ai assistant and automating workflows, we eliminate countless hours of manual work and context switching.
Unified Workflow Automation
Deonbase offers customizable software tailored to your agency's workflow, integrating 7+ essential tools into one powerful platform. Eliminate app switching and data silos with our all-in-one solution that connects your CRM, project management, HR systems, Finance, analytics, communication tools, and client portal - all working in perfect harmony.
- Fully customizable to your agency's unique processes
- 7+ essential tools integrated into one platform
- Automated data flow between all systems
- Real-time dashboard with cross-system insights
Deonbase AI
AI Assistance at Your Fingertips
Deonbase's AI Command Center provides instant access to powerful assistance features through a unified interface. No more switching between tools - get summaries, drafts, reports and answers without leaving your workflow.
One-Click Automation
Generate documents, summaries and reports with single commands
Context-Aware Help
AI understands what you're working on and provides relevant suggestions
All tools Integration
Searches, fix , brainstorms
All-In-One Project Hub
Each project has its own dedicated workspace combining tasks, documents, communication, and team coordination — eliminating app switching and keeping everyone aligned.
- Integrated task management with Todo app
- Real-time document collaboration
- Contextual team communication
- Automated progress tracking
Project: Website Redesign
Review design mockups
Conduct user interviews
Update project timeline
When should we schedule the client review?
How about Thursday 2PM?
Design_Mockups.fig
4.2 MB
User_Research.pdf
2.1 MB
Project_Brief.docx
1.5 MB
User Testing Insights
Next Steps
- Simplify checkout process
- Improve search algorithm
- Schedule follow-up tests for May
Client Portal
Website Redesign Project
Status
In Progress
Due Date
June 15, 2025
Progress
Latest Files
Design_Mockups_v3.fig
8.4 MB
•
May 28
Content_Outline.pdf
2.1 MB
•
May 25
Brand_Guidelines.pdf
5.7 MB
•
May 20
Professional Client Portal
Give clients a polished, branded portal to collaborate on projects, review deliverables, and communicate - all without needing another login or external tool.
Centralized Collaboration
Clients access files, messages, and approvals in one place with your branding
Streamlined Approvals
Clients can review and approve deliverables directly in the portal with e-signature support
Secure File Exchange
Upload/download files with version control and automatic virus scanning
Smart Notification System
Our AI-powered notification system learns what matters to you and filters out the noise. Only get alerted about what truly requires your attention, when it requires it.
Priority Intelligence
AI analyzes importance based on your role, current tasks, and past behavior
Contextual Alerts
Notifications include relevant context so you can act immediately
Multi-Channel Delivery
Get notified how you prefer - in app, email, SMS, or push notification
Smart Alerts
Priority Notifications
Client Approval Needed
Acme Corp project - Design mockups awaiting your approval
Today
John Doe mentioned you
"Can you review the latest changes to the homepage design?"
Project: Website Redesign • 2:45 PM
Meeting in 15 minutes
Client Review Call - Acme Corp Project
3:00 PM • Zoom Link Available
Company Pulse
Weekly Snapshot • May 15, 2025
Financial Overview
Revenue
$124,580
Expenses
$78,230
Profit
$46,350
Orders Summary
New Orders
42
Avg. Value
$2,980
Team Performance
Top Performer
Sarah K. (Sales)
Tasks Completed
87%
Key Analysis
Customer acquisition cost decreased by 12% this week. Marketing ROI improved to 4.2x.
Executive Insights Without the Login
Leadership doesn't need to login - we bring the pulse of the company to their inbox with daily, weekly, or monthly snapshots covering finances, orders, employee performance, and analysis.
- Automated executive summaries delivered on your schedule
- Key metrics visualized for quick understanding
- Actionable insights without digging through dashboards
We bring time-saving features like these to your entire team
All tools integrated seamlessly with single sign-on and shared data context. Switch between functions without losing context or changing apps.