Platforma CRM
Clients and teamsFocus on clients. Stay on top of work.
Enquiries, tasks and appointments in one workspace.
Stay on top of clients and purchasing.
CRM, AI assistants and a B2B marketplace for everyday work.
The context you need, together.
Clients and enquiries
Contacts, conversation history, enquiries and deals. Keep the next step visible to your team.
Appointments and schedules
Specialists, available times, rescheduling and cancellations for everyday front-desk work.
Tasks and ownership
Assign owners, set deadlines and follow up with the client’s history at hand.
Initial focus: dental clinic administrators. Medical records and clinical decisions are outside the CRM’s scope.
From enquiry to appointment.
Capture the enquiry
Record the contact, question and responsible team member.
Find a suitable time
Choose a service, specialist and available time slot.
Organise the work
Create a task or update the appointment when the client’s plans change.
Keep the conversation going
Keep the history in the client’s profile for their next enquiry.
Platforma Market
Clinics and suppliersThe right supplies. Clearer purchasing.
Dental supplies, supplier offers and purchasing for clinics in Kazakhstan.
Both sides of every order.
For clinics
Compare offers and combine items from several suppliers in one cart.
For suppliers
Manage your range, prices and stock. Import price lists and process orders in your workspace.
For every purchase
Order contents, conversations and activity history stay connected to the shipment.
Payment, delivery and accounting integration options are agreed before onboarding.
From catalogue to order.
Find your supplies
Browse the range and supplier offers.
Build your cart
Choose the products and quantities your clinic needs.
Confirm the order
Confirm availability and terms with each supplier.
Follow fulfilment
Check statuses, messages and your purchase history.
Our partners
NCA RKGive routine work a helping hand.
Assistants for client conversations and pricing workflows.
Platforma AI Bots
Client conversationsIn touch with clients. In context.
An AI assistant uses your company knowledge, helps with booking and hands complex questions to your team.
An assistant with clear boundaries.
Your company knowledge
Services, prices and conversation guidelines from connected sources.
Help with booking
Service and available time selection. Creating an appointment depends on the permissions you grant.
Human handoff
When a person is needed, the conversation and context pass to your team.
We’ll demonstrate available channels and scenarios. External messenger connections are discussed separately.
You set the conversation rules.
Add your knowledge
Prepare information about your business, services and booking.
Set permissions
Choose when the assistant can act and when staff confirmation is required.
Test conversations
Walk through common questions and booking scenarios in a demo.
Agree on a channel
We’ll confirm an available connection and the handoff process.
Platforma Market Bots
Marketplace salesPrices change. You set the rules.
Competitor monitoring and automatic price changes for an agreed workflow.
Automation for your store.
Competitors and prices
We’ll define the products, marketplace and automatic pricing rules.
Stock and cost
We’ll discuss data sources and the constraints that matter.
Orders and reporting
We’ll agree on the reporting your business needs.
Support for your marketplace will be confirmed before onboarding.
Start with your marketplace.
Tell us about your store
Which marketplace, products and tasks need automation?
Choose a workflow
Agree on the bot’s actions and pricing rules.
Check the connection
Confirm integration availability for your seller account.
Plan the launch
Agree on cost, configuration and monitoring.
Start with what you need.
Choose what you do. Explore the right starting point.
CRM + AI Bots / Market
From the first enquiry to supplies.
CRM helps organise client work. Market supports purchasing. Start with the area you need.
Discuss this workflowMarket
Your products. Orders from clinics.
Explore catalogue imports, offer management and order processing in the supplier workspace.
Discuss this workflowMarket Bots
Less manual work on pricing.
Start with your marketplace and pricing rules. We’ll check which actions can be automated.
Discuss this workflowSee it first. Plan your launch next.
Understand your needs
Tell us about your team, tools and the work you want to simplify.
Show the workflow
Walk through the relevant actions in a demo and get your questions answered.
Agree on the launch
Agree on available features, connections, pricing and timing.
Before we meet.
Can I see the products before connecting?
Yes. We’ll show the available workflows and discuss your needs. Onboarding, pricing and timing are agreed after the demo.
Do I need every product at once?
No. Start with CRM, Market, AI Bots or Market Bots. We’ll discuss any connections between solutions separately.
Is the CRM suitable for a dental clinic?
Dental clinic administrators are the CRM’s first target users: enquiries, clients, appointments, tasks and conversations. Medical records and clinical decisions are outside its scope.
What about accounting, payments, delivery and digital signatures?
Connections depend on the product, your system and the provider. We’ll confirm supported workflows and terms before launch. A partner logo does not mean every service is already connected.
What stage are CRM and Market at?
The products are in development and preparation for real-world use. The demo will show implemented features and clarify what is available for your onboarding.
Let’s see how it could work for you.
Choose a solution and get in touch. We’ll start with your needs.
info@platformadigital.kz +7 706 446 82 41Your chosen app will open with a prepared message.
Platforma Digital LLP 140 Prokofyev St, Apt 77, Almaty