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THE SANTI PLATFORM

Everything your dealership runs. One operational model.

Santi connects the customer, contract, device, work and money behind every MPS decision—so every team operates from the same truth.
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ONEOPERATIONAL MODEL
CUSTOMERCONTRACTDEVICEWORKMONEY

One shared context

One traceable history

One financial truth

FOUR CONNECTED PILLARS

Not modules that happen to share a login.

Each pillar works from the same records and events. That shared context is what turns a collection of features into an operating system.
01

Connected operations

Move work across sales, contracts, service, warehouse and finance without rebuilding context at every handoff.

  • Shared customer and asset records
  • Governed cross-team workflows
  • Complete operational history
02

Contract & margin intelligence

Connect revenue and every operating cost to the agreements and devices that actually produced them.

  • Flexible billing structures
  • Device-level profitability
  • Renewal and margin visibility
03

Santi Intelligence

Detect risk, explain the business impact and turn insight into an accountable next action inside the workflow.

  • Operational signals
  • Recommended playbooks
  • Grounded business questions
04

Implementation & control

Bring data over deliberately, govern access and preserve the evidence behind critical decisions.

  • Guided import and reconciliation
  • Role-based access
  • Traceable approvals

DEPTH FOR THE REAL DEALER OPERATION

The core capabilities are already in the room.

Less software to connect. Fewer gaps for people to bridge manually.
01

Contracts & renewals

Coverage, meters, pricing, escalations, terms and commercial versions.

02

Installed fleet

Serial-level ownership, location, meters, movements, status and full history.

03

Field service

Dispatch, SLA context, visit reports, labor, parts and resolution evidence.

04

Supplies

Toner demand, fulfillment, shipments and consumption tied to each device.

05

Inventory & purchasing

Warehouses, technician stock, requisitions, POs, receiving and costing.

06

Meter billing

Readings, anomaly review, current contract rules and pre-billing control.

07

AR, AP & cash

Customer balances, vendor obligations, payments and bank reconciliation.

08

Profitability

Revenue and operating cost traced to the contract, model and device.

09

CRM & pipeline

Opportunities, proposals, activities, handoffs and renewal opportunities.

10

Technician mobile

Assigned calls, field evidence, meters, parts, supplies and truck stock.

11

Multi-company control

Companies, branches, permissions and data kept in the correct scope.

12

International operations

English and Spanish with localized currencies, dates and business context.

THE WORKFLOWS THAT RUN THE DEALERSHIP

Follow the context—not just the module list.

Features matter. What protects the operation is how information survives the handoff from one team, document and decision to the next.
01 · CONTRACT TO CASH

Turn the commercial promise into defensible revenue.

The agreement remains the source of truth as devices produce readings, charges move through review and cash closes the obligation.

  1. 01
    GovernCoverage, rates, minimums and escalation rules
  2. 02
    CalculateMeters and current terms produce billable lines
  3. 03
    ReviewExceptions and adjustments stay visible before approval
  4. 04
    CollectInvoice, payment and reconciliation complete the trail
Finance can explain the number without reconstructing the operation.
02 · SERVICE TO RESOLUTION

Resolve the call with the device’s whole story in view.

Customer priority, agreement, asset history, technician capacity and parts availability converge before the field decision is made.

  1. 01
    PrioritizeSLA, customer and device context shape urgency
  2. 02
    DispatchSkill, territory, capacity and parts inform the match
  3. 03
    ResolveLabor, parts, readings and evidence close the visit
  4. 04
    ImproveRepeat patterns inform fleet and contract decisions
Each completed call makes the next service decision better.
03 · DEMAND TO DELIVERY

Move every part and asset for a visible reason.

Service, installation and replenishment demand remains connected through purchasing, receiving, custody and customer delivery.

  1. 01
    DemandThe operating need carries its customer and priority
  2. 02
    SourceRequisitions and POs preserve the originating reason
  3. 03
    ControlStock and serialized assets gain status and custody
  4. 04
    FulfillTransfer, delivery and acceptance close the promise
Operations sees what is moving, why it matters and who owns the next step.
04 · SIGNAL TO ACTION

Turn a changing condition into accountable work.

Santi Intelligence connects operating patterns to evidence, impact, an accountable owner and the workflow where action belongs.

  1. 01
    DetectConnected events reveal risk or opportunity
  2. 02
    ExplainCustomer, asset, contract and money show the impact
  3. 03
    AssignA reviewable next step reaches the right owner
  4. 04
    LearnThe decision and outcome remain in operating history
The insight does not end in another dashboard or email.

FROM EVENT TO FINANCIAL TRUTH

The story stays connected all the way through.

A service call, meter or supply shipment keeps its customer, contract and device context until it becomes cost, revenue and margin.
  1. 01Operational eventWork happens around a known customer and asset.
  2. 02Contract contextCoverage and commercial rules determine what it means.
  3. 03Controlled outcomeTeams review exceptions and approve the right result.
  4. 04Financial truthRevenue and cost return to the source that created them.

CONTROL WITHOUT THE BLACK BOX

Complex enough for the business. Clear enough for the people running it.

Scoped by designCompanies, branches, users and data stay in the right operating context.
Human review where it mattersPre-billing, approvals and exceptions preserve accountable decisions.
Rules that remain currentOperational calculations use the rules governing the business now.
History you can followStatus changes, approvals and critical events maintain usable evidence.

EARLY ACCESS

See what one connected operation could change.

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