ZZOBAY

PLATFORM

One foundation
underneath it all.

Every Zobay product runs on shared platform capabilities — identity, organizations, workspaces, permissions, workflows, data, integrations and Maya.
One platform keeps business context intact.

ZOBAY PRODUCTS — HR · CRM · Finance · Projects · Calendar · Mail · Pulse · MeetingX · Maya

ZOBAY PLATFORM

Identity · Organizations · Workspaces · Permissions · Workflows · Data · Integrations · AI

Maya — intelligence layer across the platform

Why platform matters

  • • No per-product logins or duplicated records
  • • Permissions once — everywhere
  • • Workflows span departments
  • • AI reads your business context

Identity →

One sign-in, one profile, everywhere. No per-product accounts, no drift between tools.

  • — Single identity across products
  • — SSO & MFA ready
  • — Session & device awareness

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Organizations →

Your company structure — legal entities, workspaces and teams — modelled once, used everywhere.

  • — Multi-entity & workspaces
  • — Teams & reporting lines
  • — Brand & locale per workspace

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Permissions →

Access that follows context, not just role. Finance sees money, HR sees people — same platform, correct scope.

  • — Role + attribute based
  • — Row & field level
  • — Audit trail

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Workspaces →

Bounded contexts for teams and clients without fragmenting data. One ecosystem, many homes.

  • — Private & shared workspaces
  • — Client workspaces
  • — Cross-workspace workflows

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Workflows →

Processes that span products instead of living inside one. Approval once, state everywhere.

  • — Cross-product flows
  • — Approvals & automations
  • — State, not just tasks

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Data →

Business information moves — customers, people, money, work — without re-entry or drift.

  • — Unified customer & people model
  • — Project ↔ invoice linkage
  • — Reports across products

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Integrations →

Connect what you already use. API-first, event-driven — Zobay is the system of record, not another silo.

  • — REST & webhooks
  • — Import & sync
  • — Extensible events

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AI — Maya →

Maya works across your data and work context — permissioned, grounded and actionable.

  • — Ask across products
  • — Analyze patterns
  • — Draft & act in workflow

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How a workflow actually spans products

Proof of the platform thesis — not marketing.

LeadX: Lead→CRM: Account→SalesX: Deal & Quote→Finance: Invoice→Calendar: Follow-up→Pulse / MeetingX→CSM: Customer

One identity, one permission, one workflow engine — state moves, not just notifications.

Calendar · Mail · Pulse · MeetingX prove the thesis beyond CRM→Finance.