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PERSO One Platform

One platform for your entire business.

Manage your business processes on PERSO One Platform, from human resources to sales, from the field to the construction site, from maintenance to finance.

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A thirteen-product ecosystem. One sign-in, one user and permission model, one company/branch structure across the platform products. Sign in to PERSO →

Product Family

One platform. Expert products for every part of your business.

Each PERSO product goes deep in its own area; all of them share the same platform experience, the same users and the same master data.

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13 products · 10 PERSO One Platform products · 3 ecosystem products

What is PERSO?

PERSO is the thirteen-product enterprise software ecosystem covering people, customer, sales, field, operations, warehouse, asset, smart-systems and finance processes. Nine products run on PERSO One Platform: PERSO HR, PERSO CRM, PERSO FIELD SALES, PERSO POS, PERSO CONSTRUCTION, PERSO INSTALLATION, PERSO PROCUREMENT, PERSO AMS and PERSO FINANCE. PERSO WMS, PERSO IoT (Powered by Lumisense), PERSO VISION and PERSO SMART EXPENSE are the ecosystem’s separate products.

What is PERSO One Platform?

PERSO One Platform is the platform layer that lets PERSO HR, CRM, Field Sales, POS, Construction, Installation, Procurement, AMS and Finance share one user, permission and company/branch infrastructure. Notifications, tasks, the report centre and shared master data (personnel, business parties, catalog, physical assets) live in this layer; it is not a product itself. WMS, IoT, Vision and Smart Expense are positioned in the ecosystem as separate products; their integration with the platform is assessed per project.

Why One Platform?

Nine platform products, one shared backbone.

PERSO products are scoped to your business needs; the products, capabilities and commercial package structure are settled during the quote process. The nine platform products work together on the same PERSO One Platform; WMS, IoT, Vision and Smart Expense are separate ecosystem products included in scope on request.

PERSO One Platform

  • One user experience

    One sign-in, a product launcher and switching between products; every product speaks the same interface language.

  • Company / branch structure

    The multi-company and multi-branch model is the shared scope of all products.

  • Users and roles

    Users, roles and permissions are defined on the platform; products inherit them.

  • Tenant isolation

    Each company’s data stays within its own scope; access is checked at company and branch boundaries.

  • Notifications and tasks

    Approvals, tasks and notifications flow through a shared infrastructure.

  • Shared master data

    Personnel, business-party (customer/supplier), catalog and physical-asset records are kept in one place.

  • Report centre and data transfer

    Reports, exports and import tools are offered at the platform level.

  • Web and mobile

    Management in the web app, field and employee experience in the mobile app.

Platform

Working Together

Teams in separate products, data on the same platform.

The relationships below are the shared-data and shared-user links that exist in the product today. They do not claim automatic data transfer.

Ecosystem scenarios (roadmap)

Planned

The scenarios below are intended ways of working; the products are positioned together today, automatic data transfer does not exist yet.

  • Restaurant

    PERSO POSPERSO VISION

    Evaluating table occupancy analytics together with sales data.

    Target scenario — not an automatic integration

  • Factory and warehouse

    PERSO WMSPERSO IoTPERSO AMS

    Following warehouse movements, energy/sensor data and equipment maintenance on one screen.

    Target scenario — not an automatic integration

  • Commercial organisation

    PERSO SMART EXPENSEPERSO FINANCEPERSO PROCUREMENT

    Matching receipt/invoice reading, expense classification and purchase orders with finance records.

    Target scenario — not an automatic integration

Teams

Every team works in its own product; management sees it in one place.

Platform & Security

Permission, scope and trail: the same discipline in every product.

Role-based permissions, company/branch scope, tenant isolation and the audit trail are defined at the platform layer; every product inherits them.

Security
  • Role-based authorisation
  • Company, branch and site scope
  • Tenant isolation
  • Audit trail
  • Sensitive-field masking
  • Secure password reset
  • Location-aware QR
  • Supplier portal token security

Mobile

Field and employee experience in your pocket.

The PERSO mobile app covers employee self-service, field sales visits, construction and installation field records and field service work orders. We do not claim full mobile parity for every web product; each product page states exactly what it offers on mobile.

  • PERSO HR

    Shifts, QR attendance, leave and advance requests, payslips, targets and commissions, documents, contracts, benefits and assigned assets live in the employee mobile app.

  • PERSO FIELD SALES

    Visits, route tracking, order and collection entry live in the rep’s mobile app; field users can sign in without an HR personnel profile.

  • PERSO CONSTRUCTION

    Field records, photo-backed daily entries and weather records live on the construction mobile screen.

  • PERSO INSTALLATION

    Site summary, progress, attendance, quality, NCR, punch, equipment, custody and acceptance screens live in the crew’s mobile app, with offline support.

  • PERSO AMS

    Field service work orders, NFC/QR asset verification and location capture live in the technician’s mobile app, with offline support.

Frequently Asked Questions

Short answers about PERSO

What is PERSO?
PERSO is the enterprise software family that manages people, customer, sales, field, operations, asset and finance processes in one platform experience. Products are offered in the web application; the field and employee experience in the mobile app.
Which products does PERSO consist of?
Thirteen products. Nine run on PERSO One Platform and share the same user, permission and company/branch structure: PERSO HR, PERSO CRM, PERSO FIELD SALES, PERSO POS, PERSO CONSTRUCTION, PERSO INSTALLATION, PERSO PROCUREMENT, PERSO AMS and PERSO FINANCE. Four are the ecosystem’s separate products: PERSO WMS, PERSO IoT (Powered by Lumisense), PERSO VISION and PERSO SMART EXPENSE.
What does PERSO One Platform mean?
It is the shared platform layer under the nine products: users and roles, company/branch scope, tenant isolation, notifications and tasks, the report centre and shared master data. It lets the products be used with one sign-in and one experience; it is not a separate product.
How are PERSO products scoped?
PERSO products are scoped to the business’s needs; the products, capabilities and commercial package structure are settled during the quote process. A product is not a commercial package; pricing is settled on the selected products and company scope.
Which processes does the PERSO mobile app support?
Employee self-service (shifts, QR attendance, leave, advances, payslips), field sales visits, construction and installation field records and field service work orders. CRM, POS, Procurement and Finance are offered in the web application today.
Does PERSO support a company and branch structure?
Yes. The multi-company and multi-branch model lives in the platform layer; every product inherits this scope and data access is checked at company, branch and site boundaries.
What is the difference between PERSO AMS and PERSO INSTALLATION?
PERSO INSTALLATION manages the installation project on the customer site (shipment, crews, daily reports, progress, acceptance and hand-over). PERSO AMS covers the period after hand-over: asset inventory, maintenance plans and work orders, service requests, installed products and warranty. Handed-over products can be tracked as installed products in AMS.
What is the difference between PERSO CRM and PERSO FIELD SALES?
PERSO CRM focuses on lead, opportunity and pipeline management; PERSO FIELD SALES runs the field operation such as routes, visits, orders, collections and shipments. Both products use the platform’s same customer record.
What is the difference between PERSO FINANCE and PERSO SMART EXPENSE?
PERSO FINANCE manages bookkeeping processes such as accounts, invoices, collections/payments, cash/bank and reconciliation. PERSO SMART EXPENSE (AI-EMS) is a separate document and expense automation product that reads receipts and invoices and classifies expenses with AI. The two are positioned together; there is no automatic posting today.
Are PERSO WMS, IoT, VISION and SMART EXPENSE part of PERSO One Platform?
No; they are the PERSO ecosystem’s separate products. PERSO WMS is offered inside the Super App or as a standalone WMS, PERSO IoT on the Lumisense stack, PERSO VISION inside the ecosystem or as standalone video analytics, and PERSO SMART EXPENSE as a separate expense automation product. Their integration with the platform products is assessed per project.

PERSO One Platform

Let’s shape PERSO around your business, together.

Let’s clarify which products to start with, your branch structure and your field teams, and build a demo plan.

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