Create tasks automatically.
Use configured workflows to turn events and requests into actionable work. Carry the customer context and reason for follow-up into the task.
A more organised workplace
Organise tasks, automate follow-ups, and keep work moving.
PeopleTide helps businesses that sell directly to customers turn requests into tasks, organise work by responsibility and priority, and see where work is getting held up. Automation handles repeatable steps while people stay accountable for the customer experience and the result.
The workflow engine behind your team
Do more with less.
Keep your team on the work that matters.
Let configured workflows handle routine steps, then bring in a person when the request needs approval, judgment or help. Your support team works from a ticket queue, focused on the problems that need their involvement.
- 01
Automate the routine work
Understand the request, gather missing information and run supported tasks within the workflow’s rules and permissions.
- 02
Create a ticket when people are needed
Carry the reason for handoff, customer context, completed actions and unfinished work into a staff ticket.
- 03
Work the queue. Record the result.
Staff review priorities, handle exceptions and decisions, and record what happened. Owners and delays stay visible.
Product snapshot · Sample data
Routine task or human handoff
The workflow branches from task execution to a recorded result or a ticket for staff follow-up.
View full snapshot in a new tab
Product snapshot · Sample data
The work that needs your team
A service exception and a callback appear as tickets with status, priority, due time and customer context.
View full snapshot in a new tabSnapshots use the CRM product interface with illustrative configuration and sample data. Tasks, routing and connections require setup. Automation does not replace staff decisions or establish a guaranteed efficiency improvement.
Explore the workflow and handoffThe work behind a better customer experience
Give every task a clear owner.
A request is only the beginning. Your team needs to know what to do, who is responsible, and whether the work is moving forward.
Organise work in queues.
Use task worklists and supported department queues to bring the right work into view. Review status, priority, and ownership instead of piecing together scattered messages.
See who is responsible and what is due.
Keep the assigned owner, due date, and current status attached to the work. Preserve the context when a request needs another person’s judgment.
Identify the bottlenecks.
Review pending, overdue, and stalled work to see where attention is needed. Use that visibility to clarify the next step and help the team move forward.
Automation with responsibility
Let agents do the routine work.
Agents can gather context and carry out configured steps. When a request needs approval or judgment, the handoff should include what happened, what remains, and why a person is needed.
See a request move through the workflowFollow-through your customers can feel
Track each request through to completion.
A created task is the start of the work. Record the callback, confirmed appointment, or completed service so the next teammate can give the customer an informed answer.
Explore CRMAvailable through focused apps
Choose the app that fits your team.
CRM brings customer history, automated tickets, owners, priorities, and due dates together. Scheduling manages bookings and availability. Mail provides organisation email within a controlled pilot. Marketing is in private preview. HMIS adds specialist department queues and healthcare worklists in its facility pilot.
Capabilities vary by app and configuration. Our platform is taking shape through our first-party apps. It is not yet offered as a standalone service.
Find the right app for your teamFrom efficient work to a measurable result
See the work.
Check the outcome.
Find delays first. Then check the customer experience and the business result using evidence from the responsible system.
Operational efficiency
Overdue tasks, time waiting, handoff delays, completion time
Understand where work needs attention. Current task views show owners, due dates and status; complete account-wide timing reports are proposed.
Customer experience
Response time, resolution time, recorded feedback
Check what the customer experienced. A completed task alone does not establish satisfaction; consolidated reporting needs verified timing and feedback records.
Business outcomes
Confirmed bookings, completed purchases, repeat customers
Check the result in the responsible system. A confirmed booking does not establish additional revenue; purchase and repeat-customer reporting need further connections.
- Organise the work
- Find and resolve delays
- Serve customers better
- Achieve measurable outcomes
These are measurement goals, not promised improvements or a live account-wide dashboard. Availability depends on the app, configuration and source evidence.
Planned integrations
Plans to connect your other business tools.
Third-party integrations
We plan to extend the agentic platform to third-party business systems. Specific connectors and availability will be announced as they are ready.
View current connections and future plans Tell us about your systemsStart with one workflow
Improve how work moves.
Agree what success looks like.
Identify the delays, the people responsible and the result you want to measure. We’re exploring a base subscription for ongoing operational value, plus agreed, verified outcomes.
Explore the pricing pilot Discuss an outcome-based pilotProposed pilot model. No fixed rates or guaranteed improvements. Capabilities depend on the app and configuration; the shared platform is not yet offered as a standalone service. Third-party integrations: planned support