System-wide

Yodah's system-wide features include centralised file storage, tasks, activity logs, backups and more.

As all business critical functions are carried out by Yodah, all of the above are centralised, simplifying your business.

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Task management

Task management


Fully integerated with Yodah's marketing, operations and accounts systems.

Use automation to increase efficiency and reduce mistakes.



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Activity logs

Audit trails


From the first contact to the latest invoice, every note, quote and communication is stored by Yodah.

use this data for following audit trails or creating advanced reports.







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Contacts

Company address book


All contacts are stored in a central database, meaning that they are always up to date for everyone. 

Having all correspondence and data is in a single place makes it quick and easy to find.




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File system

Centralised file system


Yodah allows you to store files against every entity within they system, including; Contacts, Orders, Jobs, Invoices, and Transactions helping you organise your data.

Integration with Microsoft Sharepoint (Office 365) & Dropbox Business means the data remains easily accessible to you on your desktop and mobile.





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Backups

Automated backups


Yodah automatically backs up all of your data for you every night, and stores it in a secure, offsite, encrypted (AES-256) location.

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Notifications

Notifications

Send notifications to users to keep them up to date with customer payments, orders, tasks, jobs and more.

Integrates with Slack so that messages are sent directly to your messenger on desktop or mobile, and can be sent to channels so they are instantly shared with everyone.


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