Automate the way work moves—across teams, tools, and sites.
PeopleTide is the workflow fabric behind CRM, HRMS, and HMIS. Automations create tasks, route approvals, and push updates into the systems you rely on, while AI highlights the bottlenecks that slow teams down.
Workflow builder with approvals, AI steps, and escalations that span CRM, HRMS, and HMIS.
Automated task creation and routing to keep work and productivity visible across every site.
Integration hub with events and webhooks so updates land in the tools your teams already use.
Analytics and AI signals that surface bottlenecks, SLA risk, and process improvement opportunities.
Workflow control room
AI-nativeAutomation runbooks
Approvals, escalations, and reminders across teams.
218 live
Live
Tasks auto-created
Assigned by location, role, and SLA owners.
42k / week
Live
Bottlenecks resolved
Fewer blocked handoffs across sites and squads.
-37% stalled
Live
Automation fabric
- Visual workflow builder with AI co-pilots for summaries, nudges, and data clean-up.
- Integration hub that listens to events, emits webhooks, and keeps systems in sync.
- Task fabric that auto-creates work items with owners, due dates, and audit trails.
Workflow + integration fabric
Automate workflows, create tasks automatically, and keep every site in sync.
The technology behind PeopleTide powers CRM, HRMS, and HMIS. Product-specific details live on the products page, while the platform below keeps everything moving.
Workflow orchestration
Model approvals, escalations, and AI-assisted steps in minutes.
- Closed-won deals trigger onboarding kits: background checks, device requests, and start-date approvals.
- Term sheets launch finance + HR actions: comp letters, payroll setup, and access provisioning by site.
- Operator-friendly builder with governed prompts, summaries, and nudges across CRM, HRMS, and HMIS.
Screenshot: Workflow with approvals, AI steps, and handoffs.
Integration hub
Native events, webhooks, and connectors to keep data flowing.
- Event stream connects CRM status changes to HRMS headcount and role creation.
- No-code connectors plus SDKs so IT can sync calendars, IDPs, and payroll without rewrites.
- Sandbox tenants mirror production so you can dry-run every cross-system update.
Screenshot: Systems connected with live status per site.
Task fabric
Automated task creation that keeps teams accountable across locations.
- Tasks auto-created when a deal is signed: laptop kits, security training, and workspace badges.
- Analytics flag bottlenecks like slow manager approvals or missing paperwork by site.
- Audit-ready history of what AI and humans changed, and when, for every handoff.
Screenshot: Task queue grouped by status and bottleneck risk.
Real-world handoffs
How CRM → HRMS plays out every week
Actual flows we see live with operators across multiple sites.
When a rep swaps shifts, HRMS updates availability and CRM reroutes queues so leads and tickets never idle.
Account risk flags assign retention tasks, check staffing coverage, and notify managers with AI summaries.
When an employee goes on leave, their status updates CRM routing, reassigns leads, and pauses outreach SLAs automatically.
Industry solutions
Depth where it matters, connected by AI.
Our horizontal products handle the core. Industry solutions add specialized workflows without losing the shared AI automation, identity, and data fabric.
HMIS (Healthcare)
Clinician-first HMIS with patient experiences, audits, and FHIR-friendly APIs. Taps into CRM and HRMS data when patient or staffing context is needed.
- Care plans sync to patient experiences with governed messaging
- Orders, labs, and notes emit events your agents can act on
- Role-based access across clinical, operations, and finance teams
Next industry packs
Additional vertical solutions will layer in the same AI workflow fabric, with compliance and data models tuned for each industry.
- Configurable data models per vertical
- Prebuilt automations aligned to domain playbooks
- Shared identity, analytics, and observability across products
AI-native fabric
One automation layer across products
Agents can orchestrate actions across CRM, HRMS, and industry solutions—route approvals, trigger updates, and sync records without swivel-chair work.
- •Shared events and webhooks for cross-product workflows
- •Governed prompts and approvals for AI-driven actions
- •Unified analytics to measure the end-to-end journey
Platform backbone
API-firstIdentity & access
Single identity across CRM, HRMS, and HMIS with patient experiences.
Data fabric
Unified schema with audit logs, webhooks, and exports for every event.
Automation
Visual builder + AI co-pilot for routing, approvals, and notifications.
Compliance
SOC2-ready controls, encryption in transit/at rest, granular roles.
For builders
SDKs, webhooks, and sandbox tenants
Plug into existing stacks without rewrites.
Operating cadence
Launch the stack you need, one product at a time.
We ship with onboarding playbooks, data migration kits, and success templates so teams get value quickly—whether you start with CRM or roll out the full suite.
90-day go-live
Week-by-week plan with cutover checkpoints and sandbox testing.
Bottleneck reviews
Weekly signals expose stalled approvals and slow sites with actions created automatically.
Unified analytics
Cycle-time and SLA views across CRM, HRMS, HMIS, and every location.
Proof in motion
Outcomes teams feel in weeks, not quarters.
Each product ships with measurable targets. We stay hands-on until your playbooks are live.
Sales cycle speed
–27%
CRM + automation
Time-to-onboard
–45%
HRMS workflows
Patient NPS
+18
HMIS + patient experience sync
Security-first posture
Zero trust architecture, RBAC, SSO, audit trails, and redaction controls across every product.
Data portability
Bulk export, streaming webhooks, and BI-friendly schemas keep you in control of your data.
AI done responsibly
Use our co-pilots or bring your own LLMs; everything routes through governed prompts and approvals.
Services & support
Solution architects, migration assistance, and responsive support SLAs for each product launch.
peopletide.com
See the full PeopleTide product suite in action.
Tell us where you want to start—CRM, HRMS, or HMIS—and we will tailor a path to production.