TANGENT 9
Services01 Products02 About03 Resources04 Get in touch05
Pocket CRM & HR Admin

Give every employee an hour back, every day.

YAPA CRM & HR Lite. Your pocket CRM and HR admin in one chat app: scanning name cards, submitting expenses, applying for leave, logging CRM leads, booking appointments and earning rewards, all from one conversation.

AI Personal Assistant online
Hi Sarah πŸ‘‹ What can I take off your plate?
/submit expense
Sure. Take a photo or upload your receipt.
πŸ“· receipt-mercato.jpg
πŸ“„ OCR extracted, please verify:
πŸ“… 12 May 2026 Β· Mercato SG
πŸ’° S$87.50 Β· Meals & Entertainmentβœ“ Confirm & Submit
βœ… Submitted. Ref EXP-20481 Β· pending approval, synced to your HR system.Expense Agent
10Γ—
Faster admin task completion
100%
Your data, your control, no vendor lock-in
0
Autonomous actions without approval
Skills Β· /commands
Core Capabilities

Everything your team needs, one conversation away.

AI-powered skills accessible via slash commands, each one a guided, confirmation-first workflow.

/scan

Name Card Scan

Snap a business card, the AI extracts name, title, company, phone and email via OCR. Review, edit and save directly to CRM as a new contact or update an existing one.

/expense

Expense Claims

Photograph a receipt. AI reads the date, merchant, amount and currency. Fill in the category and justification, then submit, the approval workflow kicks off automatically.

/leave

Leave Applications

Apply for annual, medical or other leave in seconds. AI checks your balance, computes working days, and routes the application to your approver with a single confirmation tap.

/opp

Create Opportunities

Open a new sales opportunity conversationally. AI looks up existing contacts and companies, optionally runs a business research agent to populate the overview, then creates the CRM record.

/appt

Book Appointments

Schedule meetings or calls, check attendee conflicts, auto-generate Zoom or Google Meet links, and link the appointment to a live opportunity, all without leaving the chat.

/balance

Leave Balance Check

Instantly view your remaining leave entitlement by type for the current year. Low-risk read, auto-executes with no confirmation required.

Seamless CRM Integration

Appointments & emails captured inside every opportunity.

Every meeting you book and every email you send is automatically linked to the relevant opportunity. No more hunting across apps to piece together the full deal picture.

Opportunity: SingHealth Digital Transformation Proposal stage
Account Person: Sarah Tan Β· Est. Value: S$320,000
πŸ“…Proposal Presentation: SingHealth IT Team28 May 2026 Β· 2:00 PM Β· Virtual Β· Zoom⚑ /appt
βœ‰οΈSent: Proposal deck + pricing scheduleTo: james.lim@singhealth.sg Β· 22 May 2026⚑ AI-drafted
πŸ“žDiscovery call: Requirements deep-dive15 May 2026 Β· 10:00 AM Β· F2F Β· Completed⚑ /appt
πŸ“‡Contact added: James Lim, Head of ITAdded 14 May 2026 via Name Card Scan⚑ AI OCR
Auto-link appointments to opportunitiesWhen booking a meeting with a contact tied to an opportunity, the AI assesses relevance and proposes linking the appointment. You confirm with one tap.
All emails captured & linked automaticallyThe AI Sales Agent captures every inbound and outbound email related to an opportunity and links it to the deal, building a live activity timeline of every touchpoint.
AI-scored opportunity intelligenceThe AI assesses each opportunity, then automatically computes a Probability Score and Risk Assessment, giving your team a data-driven view of every deal’s health.
AI business research on new accountsWhen opening an opportunity with a new organisation, the AI optionally runs a web research agent to populate the business overview with cited sources, ready for the first meeting.
Rewards Β· πŸ†
Rewards Campaign Engine

Incentivise your sales force with real-time leaderboards.

Turn closed-won momentum into a game your sales force wants to play. Launch reward campaigns in minutes, watch the leaderboard light up in real-time, and let healthy competition do the heavy lifting.

πŸ† Q2 Top Sales Sprint 12 days remaining
πŸ₯‡AKAaron KohSales Team AlphaS$412,000iPhone 17 Pro 🎁
πŸ₯ˆSTSarah TanSales Team BravoS$378,500iPhone Air 🎁
πŸ₯‰RLRaj LingamSales Team AlphaS$295,000iPad Γ— 1 🎁
4MWMichelle WongSales Team BravoS$241,000S$50 voucher 🎁
7MEYouSales Team AlphaS$178,000No prize yet
πŸ“ˆ Your progress to Rank 4 (S$50 voucher): need S$63,000 more
Four campaign mechanicsTop Sales (Individual or Team) and Sales Target (Individual or Team). Mix rank-based prizes with threshold-based awards, the platform handles the computation.
Live leaderboardsStandings refresh in near real-time. Agents see their rank, prize tier, and exactly how much more they need to close to move up, right inside the mobile app.
Self-service adminLaunch, edit, duplicate and close campaigns from the Admin portal, no engineering involvement. Set eligibility, tiers, quantity caps, tie-breaker rules, and notifications.
Campaign ROI reportsPost-campaign analytics show total closed-won value, per-agent averages, and comparison vs prior-period baselines, so you can measure what the incentive actually drove.
Celebrates every achievement unlockedAgents get instant in-app and email notifications when campaigns launch, when they cross a threshold, and when winners are announced. Every milestone is a moment of recognition.
HR System Integration

Connects to the HR systems your team already uses.

Leave management and expense claims flow through the AI PA, syncing with your existing HR platform so approvals, balances and records stay in one source of truth.

Real-time leave balances

The AI PA queries your connected HR system for live leave balances before every application, so it always reflects the most current entitlement.

Bi-directional sync

Approvals made inside the PA platform flow back to your HR system immediately. No double-entry, no batch imports, no overnight jobs.

Expense policy enforcement

Per-category limits and approval chains are pulled from your HR or finance system configuration, applied automatically at submission time.

SSO & identity passthrough

User identities and roles are resolved from your identity provider (Azure AD, Okta, Google Workspace), no duplicate user management.

Pipeline Β· t β†’ 1
How It Works

From chat to action in seconds, not minutes.

Every AI PA interaction follows a governed pipeline: the AI suggests, the human approves, the system executes. Safely.

01

Type a slash command or describe what you need

Tap / to see available skills, or describe the task naturally. The AI identifies your intent, asks clarifying questions if needed, and never guesses missing fields.

02

AI compiles a structured confirmation card

Before any write action, the AI presents every field in an editable card. OCR-extracted data is flagged for verification. You review and correct, and nothing is hidden.

03

You confirm with one tap

Your explicit confirmation is required for all write actions. The AI cannot execute autonomously. Medium-risk actions execute on confirmation; high-risk actions route to an approver.

04

Backend executes and routes approvals

The trusted backend service executes the action using its own credentials, so the AI never sees passwords or keys. Expense and leave submissions automatically trigger approval workflows.

05

Confirmation card with ID and status

Every completed action returns a confirmation card with a reference ID, current status, and a deep link. Every interaction is logged to the audit trail for compliance.

Start the conversation

Ready to give every employee their own AI Personal Assistant?

Let’s talk about how the AI Personal Assistant can reduce admin overhead and give your team more time for revenue-generating work.

Get in touch β†’ or write to enquiries@tangent9.com