Grant outsourced teams access to only the data and actions they need - no unnecessary data exposure. Define teams, roles and granular permissions, and stay in control while making your operations efficient. Much more efficient than with spreadsheets.
Manage user accounts and assign granular roles & permissions to ensure secure access to backoffice data. With Forest Admin Teams and Views, you stay in control of who sees what, minimizing risk while keeping teams productive.
Make it easy to create the tools every team in your company needs—without constant developer intervention. Once you’ve setup Forest Admin, non-IT teams (like Support or Operations) can access, update, and manage data safely, without needing custom scripts or database queries.
No more digging through spreadsheets or toggling between tools. Build dashboards tailored to your operations on top of your data, track KPIs in real time, and pull reports that actually tell you what’s happening. Data isn’t just accessed - it’s put to work.
Simplify KYC processes, automate approval workflows, and resolve financial issues efficiently with custom views and actions. Whether it's onboarding new customers or handling disputes, Forest Admin keeps things moving while ensuring compliance.
Monitor customer feedback, track team performance and satisfaction scores, and spot trends. Forest Admin makes it easy to build views and dashboards to identify what’s working and where you can do better. That’s all you need to guarantee service quality!
Maintain a full audit trail of financial operations, enforce approval processes and role-based access, so you can stay compliant with industry regulations. With Forest Admin full record audit trail and approval workflow, every action is tracked, reviewed, and ready for audits.
Forest Assist is our dedicated sidebar designed for help desks like Zendesk, Intercom, or Crisp. It integrates directly with your support tools, providing real-time access to customer data and preprogrammed actions right alongside your tickets. Forest Assist’s AI even suggests the relevant data and actions to handle the ticket at hand faster. Say bye to switching tabs or digging for information and hello to more efficient support.