Connect field data
Bring CAFs, customer details, products and outcomes from PSI into one reliable operational data flow.
Built for modern advice operations
Run every customer journey from one clear operational view.
SaveAdvice connects PSI field data with customer records, sales workflows, payments and reporting—so your team can move faster without losing control.
- PSI data connected
- One operational customer record
- Exceptions surfaced early
- Controlled workflow automation
Customer operations
Today · All channels
Data confidence
94% 3.2% this month
Measured across 1,284 synchronized PSI records
Coverage94 / 100
- Customers
- 1,106
- Active sales
- 842
- Needs review
- 37
- Payments due
- €18.4k
+48 this month
€2.1m pipeline
12 high priority
Across 9 accounts
PSI sync completed 4 minutes agoHealthy
One operating system
From field activity to operational control
SaveAdvice sits around the tools your teams already use and creates one dependable path from submission to customer outcome.
Coordinate the work
Turn each submission into clean customer records, review queues, sales activity and payment workflows.
See what needs attention
Give operations, finance and management a shared view of performance, exceptions and next actions.
PSI integration
Every PSI submission becomes actionable work
SaveAdvice validates, deduplicates and routes incoming records automatically, giving every team the context they need without manual re-entry.
- Step 1PSI outcomes API
- Step 2Submission captured
- Step 3Fields mapped
- Step 4Record validated
- Step 5Duplicates checked
- Step 6Customer created
- Step 7Team work assigned
- Step 8Results reported
- Step 9AI guidance available
Records received
1,284
Validated
1,192
Issues surfaced
63
Duplicate warnings
29
Customers created
1,106
Assigned for review
86
Capabilities
Everything your operations team needs to stay ahead
Manage the full customer lifecycle in one focused workspace—from incoming data to completed payments and management reporting.
Customer CRM
- Complete customer records
- Business and contact details
- Provider information
- Contracts and documents
Sales Pipeline
- Sales and no-sales
- Product workflows
- Agent and team ownership
- Clear status management
PSI Data Hub
- Connected imports
- Field mapping
- Data validation
- Full import history
Back Office Queue
- Prioritised reviews
- Approve, reject or rework
- Missing-data alerts
- Notes and ownership
Payments & Invoicing
- Customer invoices
- Agent invoices
- Payroll support
- Payment status tracking
Reports & Dashboards
- Agent performance
- Product reporting
- Data quality
- Period comparisons
Data quality
Built around clean data and operational review
Imported PSI record
Submission #PSI-4821
Data quality
82%
- Business name
- O'Brien Hardware Ltd
- Product type
- Electricity — SME
- Agent
- Maggie Doyle
- Eircode
- D02 X285
- MPRN / GPRN
- 10001234567
- CAF document
- caf-obrien-0425.pdf
- Contract end date
- Missing
Validation checks
- Missing contract end date
- CAF uploaded
- Eircode validated
- Possible duplicate check
- Sent to back office review
Reporting
Management visibility from day one
A management layer across customers, sales, products, payments and operational exceptions—built around real workflows rather than static spreadsheets.
PSI records imported
1,284
Records needing review
37
Live sales
842
Rejected sales
54
Pending payments
€18.4k
Overdue payments
€4.2k
Sales by product
6categories
Sales by agent
24active
Data quality average
94%
Sales by product
This quarter- Electricity312
- Gas248
- Broadband176
- Solar92
- Insurance64
AI assistance
Human approvedTurn operational context into faster decisions
Search across your CRM
Ask natural-language questions across customers, sales, contracts and payments.
Summarise every customer
Turn history, notes, documents and activity into a concise operational brief.
Review data quality
Surface incomplete, inconsistent or high-risk records before they create delays.
Explain performance
Generate clear weekly summaries and identify the numbers that need attention.
Recommend next actions
Help teams move pending, rejected and renewal opportunities forward.
AI assistance runs server-side, while operational changes remain visible and subject to human approval.
Operational outcomes
More control at every stage of the customer journey
Replace fragmented handoffs with a clear operating rhythm your whole team can follow.
01
Cleaner records
Validate required fields, documentation and duplicate risks before records move downstream.
02
Faster operations
Route work to the right owner with clear priorities, statuses and context at every step.
03
Confident decisions
Track customers, sales, payments and exceptions from one shared management view.
Start with clarity
Bring your advice operations into one connected workspace
See customer data, sales activity, payments and team priorities together—and spend less time reconciling disconnected systems.