Strategic Workspace
Goals, initiatives, and quarterly plans linked directly to the work that delivers them.
Strategic Business SystemYour business,
Your business,
working as one system.
Bring your strategy, operations, clients, projects, automation, and AI agents together in one intelligent business workspace.
No credit card required · Free during setup · Cancel anytime
app.systenica.com/workspace
Operations Overview
Northwind Group · This quarter
Active clients
248
+12 this month
Open projects
36
4 due this week
Hours saved
1,940
+8.4%
Workflow executions
Agent activity
- Conversation Agent12 replies drafted
- Finance AgentInvoices reconciled
- Project Agent3 tasks reassigned
Operating teams across services, agencies, and professional firms
- Northwind Group
- Halden & Co
- Meridian Labs
- Fairline Studio
- Orbit Partners
- Castellan
Platform
Everything your business runs on, in one place
Each capability is a module inside the same workspace — shared data, shared permissions, shared reporting.
CRM
Companies, contacts, pipeline, and history in one record your whole team can trust.
Projects
Boards, timelines, and workload views that stay in sync with client and finance data.
Calendar
Team availability, delivery milestones, and publishing schedules on a single grid.
Social Publishing
Plan, approve, and publish across connected channels with performance tracked in place.
Automation
Trigger-based workflows that move records, notify owners, and remove manual handoffs.
Knowledge Base
Documented process your team and your AI agents read from the same source.
Analytics
Operational reporting built on live records, not exported spreadsheets.
Forms
Intake, requests, and onboarding that write straight into your workspace.
Conversations
Client and internal threads attached to the record they belong to.
Documents
Proposals, contracts, and deliverables versioned alongside the account.
Integrations
Connect the tools you keep and retire the ones you no longer need.
AI Workspace
AI that understands how your business actually operates
Agents work from the same records, permissions, and documented process as your team. The AI Manager coordinates them, and every action stays reviewable.
AI Manager
The coordination layer. It assigns work to the right agent, enforces your approval rules, and reports back on what was done.
- Routes requests to the right agent
- Escalates anything outside policy
- Logs every action to the record
Conversation Agent
Drafts replies with full client history and tone rules applied.
Receptionist
Qualifies inbound enquiries, books time, and routes to the right owner.
Finance Agent
Reconciles invoices, flags overdue accounts, and prepares summaries.
Project Agent
Watches delivery risk, rebalances tasks, and chases blockers.
HR Agent
Handles onboarding checklists, policy answers, and leave requests.
Knowledge Agent
Answers from your documented process, with sources attached.
Social Media Agent
Turns approved messaging into scheduled, on-brand content.
1 · Signal
A form, message, invoice, or deadline enters the workspace.
2 · Route
The AI Manager selects the agent with the right context and permissions.
3 · Act
The agent drafts, updates, or schedules against the live record.
4 · Review
Your team approves, and the outcome is written back to the system.
Modular platform
Turn on what you need. Add the rest when you're ready.
Modules share one data model, so enabling a new area extends your workspace instead of starting another silo.
CRM
AvailableAccounts · Pipeline
Projects
AvailableBoards · Timelines
Automation
AvailableTriggers · Actions
Knowledge Base
AvailableProcess · Policies
Social
AvailablePlan · Publish
Calendar
AvailableTeam · Delivery
Analytics
AvailableOperational reporting
AI Workspace
AvailableAgents · Manager
Reputation
Coming SoonReviews · Feedback
Forms
AvailableIntake · Onboarding
Documents
Coming SoonProposals · Contracts
Integrations
Connected to the tools you already run on
Authenticate once and let records, messages, and events flow into the same workspace.
Google
LinkedIn
Facebook
Instagram
Threads
Microsoft
Slack
OpenAI
Anthropic
GitHub
Stripe
Zapier
Why Systenica
A business operating system, not another tool to maintain
Systenica is built on a simple position: a business runs better when its strategy, its work, and its records are the same system.
One system instead of eleven subscriptions
Most teams don't have a software problem — they have a fragmentation problem. Systenica replaces the stack of disconnected tools that each hold a partial view of the business.
Data that stays connected end to end
A client record, the project delivering their work, the conversation about it, and the invoice that follows all reference the same objects. Nothing needs reconciling.
Process you can operate and audit
Permissions, approvals, and automation live where the work happens, so growth doesn't depend on individuals remembering the steps.
Powered by Lumetis
The secure platform behind every Lumetis engagement
The Systenica Strategic Business System is the secure client platform that powers every Lumetis engagement.
Clients use Systenica to collaborate with Lumetis, manage projects, and securely connect approved business services within one controlled workspace.
Depending on the services you receive, Systenica can connect approved third-party providers such as Google Business Profile to help centralize day-to-day operations while keeping you in control of your own accounts.
Every connection requires your authorization and is used only to provide the services you request.
How Systenica uses Google services
When you authorize Google services, Systenica only accesses Google account data necessary to provide the features you choose, such as secure authentication and approved integrations like Google Business Profile management.
You can disconnect an integration or revoke access through your Google Account at any time.
Platform activity
Measured where the work happens
Every number below is produced by the same reporting layer teams use inside their workspace.
Organizations
1,240
+86 this quarter
Connected accounts
9,318
+412 this month
AI conversations
2.1M
+18% MoM
Tasks automated
486K
+22% MoM
Hours saved
312K
Across all workspaces
Workflows executed
1.7M
99.98% success rate
Projects managed
74,600
+3,100 this quarter
Customers
What teams say after the first quarter
“We retired four tools in the first month. The value wasn't the features — it was finally having one record of the business.”
“Our project and client data finally agree with each other. Reporting takes minutes instead of a Monday morning.”
“The agents work inside our documented process, so the output is something we can actually send.”
Pricing
Straightforward plans that scale with the system
Every plan includes the shared data model, so upgrading adds capability without a migration.
Starter
$0for your first workspace
For small teams putting their operations into one system.
- Up to 3 users
- CRM, Projects, Calendar
- 1 connected account
- Community support
Business
Most chosen$79per user / month
For growing teams running delivery, clients, and automation together.
- Unlimited users
- All available modules
- AI Workspace with 5 agents
- Automation and Forms
- Priority support
Enterprise
Customannual agreement
For organizations with governance, scale, and integration requirements.
- SSO and advanced permissions
- Full agent suite
- Custom integrations
- Dedicated success manager
- Onboarding and migration
Resources
Questions teams ask before moving
If something isn't covered here, our team will walk through your current stack with you.
Ready to run your business as one system?
Start with the modules you need today and grow into the full platform.
Plan, approve, and publish without leaving the workspace
The same calendar, approval flow, and analytics your team already uses inside Systenica.
Publishing calendar
Week 32Mon
Tue
09:00
LinkedIn
Wed
11:30
Instagram
16:00
Threads
Thu
Fri
08:00
Facebook
Sat
Sun
Reach by week
Publishing queue
Connected platforms
Content workflow