AEGIS-SECURITAS
AEGIS OS · FEATURES

Fewer isolated tools.
More connected work.

Manage customers, organise appointments reliably and process orders without switching tools. AEGIS OS connects CRM, Smart Records and Cloud with automation and approved AI knowledge.

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Discover features.

Search for a feature or choose an area. Open the details on each module.

20 modules found
Control

Dashboard

By role and permission

Start the day with upcoming appointments, open tasks and new activity.

Outcome

See the next step without checking several systems.

Feature details
  • Daily overview and upcoming appointments
  • Tasks and recent activity
  • New shop orders at a glance
  • Notifications and shortcuts
  • Metrics by role and data source
  • AI analysis for authorised administrators
Typical workflow

Open overview → identify priorities → continue in the relevant module.

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Organisation

Appointment system

From Core

Manage customer bookings from the booking page to completion, with clear capacity planning.

Outcome

Spend less time coordinating and more time with customers.

Feature details
  • Branded booking page and custom form fields
  • Services, employees, locations and availability
  • Booking rules, buffers, breaks and blocked times
  • Confirm, reschedule, cancel, complete and mark no-show
  • Waiting list, customer requests and linked person history
  • Email templates, reminders, remeasurement reminders and statistics
Typical workflow

Customer books → review appointment and requests → provide service → record completion.

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Organisation

Team calendar

From Core

Give meetings, internal events and absences their own calendar, separate from customer bookings.

Outcome

Keep internal planning and customer bookings clearly organised.

Feature details
  • Personal and team calendars
  • Event time, location and description
  • Invite organisation members
  • Accept, decline or tentatively accept invitations
  • Reminders and all-day events
  • Visibility by ownership, team and invitation
Typical workflow

Create event → invite participants → review responses → plan together.

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Customers & sales

CRM & customer relationships

From Core

Prepare for the next conversation with contacts, companies and past activity in one place.

Outcome

Keep customer knowledge in the business and accessible to authorised colleagues.

Feature details
  • Contacts, companies and customer profiles
  • Activity, notes and related tasks
  • Deals and sales pipeline
  • Filters, statuses and custom fields
  • Family and person links by data template
  • Import and customer history
Typical workflow

Capture contact → update history → assign next step → develop the relationship.

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Data & knowledge

Smart Records & specialist data

From Core

Structure the information that does not fit a standard customer form.

Outcome

Make specialist knowledge searchable instead of scattering it across cards and spreadsheets.

Feature details
  • Custom templates, fields and linked records
  • Tables, filters, column selection and detail views
  • Person and family records by template
  • Foot measurements, sizes and measurement history by template
  • PDF reports and recorded changes
  • CSV import and industry-specific tables
Typical workflow

Choose template → capture or import data → add history → prepare a report or next appointment.

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Organisation

Tasks & collaboration

From Core

Turn “someone should do this” into a task with an owner, priority and deadline.

Outcome

Give open work a clear next step and a responsible person.

Feature details
  • Task ownership and due dates
  • Statuses, priorities and personal filters
  • Subtasks and checklists
  • Comments and activity history
  • Customer and project links
  • Task overview on the dashboard
Typical workflow

Create task → assign owner → coordinate progress → complete the result.

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Organisation

Projects & work

From Core

Keep customer projects, participants and progress together instead of chasing status updates.

Outcome

Give everyone involved a shared view of project progress.

Feature details
  • Project overview and status
  • Customer and team assignment
  • Priorities, dates and progress
  • Budgets and project information
  • Tasks and recorded activity
  • Search and filtered project views
Typical workflow

Plan project → assign tasks → update progress → record completion.

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Data & knowledge

Cloud & documents

From Core

Store documents where your team needs them for everyday work.

Outcome

Keep important files easy to find and connected to their context.

Feature details
  • Upload and download files
  • Organise folders and subfolders
  • Search, previews and favourites
  • Customer and project assignment
  • Trash and restore
  • Protected file access and explicit sharing
Typical workflow

Upload → organise → use with permission → restore when needed.

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Commerce & prices

Shop & orders

From Core

Bring your Shopify shop’s daily operations into your team’s workspace.

Outcome

Handle orders and products within your workflow using the actions authorised by the shop.

Feature details
  • Orders with product images, filters and order values
  • New orders in the dashboard and notifications
  • Release for processing without changing payment status
  • Shipping, tracking and supported cancellations
  • Create, edit and publish products and variants
  • Stock changes and approved ready2order reconciliation
Typical workflow

Connect shop → review order → approve processing → perform the required shipping or product action.

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Commerce & prices

Prices & ready2order

From Business

Find product and price information from your connected ready2order catalogue directly in AEGIS OS.

Outcome

Find product information without opening the till interface each time.

Feature details
  • Products, prices and article numbers
  • Search by product, number and barcode
  • Product images with placeholders when missing
  • Visible synchronisation and connection status
  • Access for authorised employees
  • Shopify product reconciliation with manual approval
Typical workflow

Connect account → refresh catalogue → find product → review reconciliation proposals when needed.

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Finance

Quotes & invoices

From Business

Keep commercial work connected to the customer, from a quote to the recorded payment status.

Outcome

Keep quotes, invoices and their business context connected.

Feature details
  • Quotes and invoice drafts
  • Line items, amounts and tax details
  • PDF documents and email delivery
  • Statuses and recorded payments
  • Customer links and filtered lists
  • Follow-up through authorised automations
Typical workflow

Prepare quote → agree work → create invoice → track sending and payment status.

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Team & security

People & employees

From Business

Organise your team with access and information that fit each responsibility.

Outcome

Enable collaboration without unnecessary access to confidential areas.

Feature details
  • Employee profiles and invitations
  • Roles, ranks and module permissions
  • Working times and absences
  • Location and team assignment
  • Personal profile and avatar
  • Employee access with limited data rights
Typical workflow

Invite employee → set role → check access → organise teamwork.

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Automation

Automations & approvals

From Business

Define what should happen next after an appointment, task or customer event.

Outcome

Turn recurring handovers into visible workflows instead of reminders to yourself.

Feature details
  • Visual triggers and conditions
  • Actions for tasks, customers, projects and invoices
  • Email templates and internal notifications
  • Human approval steps
  • Simulation, published versions and execution history
  • Error states, queue and cancellation of waiting runs
Typical workflow

Choose trigger → define conditions and actions → simulate → publish → inspect runs.

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Data & knowledge

AI data & company knowledge

Enterprise · AI setup required

Use approved business information to support useful, source-backed answers.

Outcome

Give AI relevant business context rather than an isolated question.

Feature details
  • Knowledge entries with status, version and approval
  • Sources from CRM, bookings, tasks, Cloud and other modules
  • Read approved sources page by page to completion
  • Search long knowledge texts in passages
  • Answers with evidence and current permission checks
  • Source checks, access controls and processing overview
Typical workflow

Approve sources → check access → ask → inspect evidence → use the result in your workflow.

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Data & knowledge

AI assistant

Enterprise · AI setup required

Ask about business records, summarise approved information and prepare next steps.

Outcome

Get help in context while retaining control over changes.

Feature details
  • Questions about approved business data
  • Follow-up questions using conversation context
  • Source evidence for knowledge answers
  • Proposals for permitted task and customer actions
  • Writes require explicit confirmation
  • Availability depends on role, approval and AI setup
Typical workflow

Ask → inspect sources and proposal → confirm a next step if needed.

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Data & knowledge

Data migration & import

According to enabled scope

Start with existing data instead of entering everything again.

Outcome

Review imported information before using it in live work.

Feature details
  • CSV and XLSX in supported import workflows
  • Column mapping and preview
  • Validation before import
  • Duplicate handling and supported updates
  • Import history and supported rollback
  • Scope depends on data type, module and administrative access
Typical workflow

Choose file → check mapping → review preview → import authorised data.

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Team & security

Roles, permissions & accountability

By role and permission

Give colleagues the tools they need while controlling confidential areas.

Outcome

Collaborate with clear responsibilities and limited access.

Feature details
  • Roles and individual module permissions
  • Read and edit access
  • Own or assigned record scopes
  • Field permissions in supported areas
  • Logs of important changes and actions
  • Organisation-scoped data and connections
Typical workflow

Define role → set record scope → check employee view → trace changes.

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Platform

Settings & company identity

By role and permission

Adapt your workspace, team access and booking presence to your business.

Outcome

Make the workspace fit your business in function and appearance.

Feature details
  • Company profile and locations
  • Logo, colours and booking branding
  • Notifications and available email templates
  • Profile image, language and display mode
  • Team access and permissions
  • Configuration of enabled modules
Typical workflow

Complete profile → set branding → configure team and modules → refine as you work.

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Platform

Subscription & billing

By role and permission

Buy and manage your AEGIS OS plan online.

Outcome

See your purchased scope and how your subscription is billed.

Feature details
  • Core, Business and Enterprise subscriptions
  • Monthly or annual payment through Stripe
  • Plan and payment status in your workspace
  • Invoices and receipts for your own subscription
  • Payment details and supported plan changes
  • Custom development separately as AEGIS OS Individual
Typical workflow

Compare plans → create account → pay through Stripe → set up your workspace and manage billing.

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Customers & sales

Customer service & support

According to enabled scope

Keep requests, progress and communication in a traceable record.

Outcome

Keep requests visible until the next step is clear.

Feature details
  • Tickets with status and priority
  • Replies and recorded history
  • Ownership and separate internal information
  • Role-based access to own requests
  • Notifications about important changes
  • Approved ticket summaries as an AI source
Typical workflow

Capture request → prioritise → document replies and progress → close the case.

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Availability depends on plan, role and approved data. External services require a configured connection; custom development is agreed separately. Compare plans

People planning together using charts and documents at a table.
AEGIS OS INDIVIDUAL

Missing the feature you need?

Custom modules, specific workflows, your design or a new integration: share your ideas. We assess feasibility and effort and build your tailored AEGIS OS.

Choose the right scope of features

Core for daily teamwork, Business for extended operations and Enterprise for AI-supported knowledge. Custom development is agreed separately.

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