Batoi Flex - Use Cases

1. Restaurants

How Batoi Flex helps restaurants

Batoi Flex helps restaurants manage their public presence, customer interaction, and payments without complex systems.

Restaurants use Flex to:

• Publish menus and specials
• Create QR codes for menus, payments, and feedback
• Accept booking or inquiry requests
• Share announcements and offers
• Track basic customer interactions
• Keep a simple website updated without technical effort

Flex does not replace POS or inventory systems. It complements them by handling what customers see and interact with.

Typical outcomes

• Fewer printed menus
• Faster updates to offerings
• Cleaner payment links
• Better customer communication

2. CPAs / Accounting Firms

How Batoi Flex helps CPAs

Batoi Flex helps accounting firms manage clients, engagements, communication, and billing in one place.

CPAs use Flex to:

• Manage client contacts and firms
• Track ongoing engagements and deadlines
• Share documents and notes
• Send invoices and track payments
• Publish services and appointment links
• Receive client requests securely

Flex stays intentionally lightweight and does not perform accounting or tax calculations.

Typical outcomes

• Clearer client visibility
• Fewer missed follow-ups
• Simpler engagement tracking
• Cleaner billing workflow

3. Dental Clinics

How Batoi Flex helps dental clinics

Batoi Flex helps dental clinics manage patient interaction, appointments, and payments without complex clinical systems.

Dental clinics use Flex to:

• Publish clinic information and services
• Create booking or inquiry links
• Share QR codes at reception or waiting areas
• Manage patient contacts and requests
• Send invoices or payment links
• Communicate announcements or schedule updates

Flex does not replace EHR or clinical software. It focuses on front-desk and patient-facing operations.

Typical outcomes

• Smoother appointment handling
• Clearer patient communication
• Reduced administrative friction

4. Community Banks and Credit Unions

How Batoi Flex helps community banks and credit unions

Batoi Flex helps community banks and credit unions manage member communication, service visibility, and internal coordination.

Community Banks and Credit unions use Flex to:

• Publish member-facing information and updates
• Share forms and service links
• Manage inquiries and requests
• Track internal tasks and follow-ups
• Create secure links for member communication
• Coordinate community events and announcements

Flex does not replace core banking systems. It acts as a lightweight engagement and coordination layer.

Typical outcomes

• Improved member communication
• Faster response to requests
• Better visibility into ongoing activities

5. Golf Clubs

How Batoi Flex helps golf clubs

Batoi Flex helps golf clubs manage members, bookings, events, and communications simply.

Golf clubs use Flex to:

• Publish club information and rules
• Manage event announcements
• Create booking or inquiry links
• Share QR codes at the clubhouse
• Manage member contacts
• Accept payments for events or services

Flex complements booking or scoring systems by handling communication and coordination.

Typical outcomes

• Easier event management
• Clearer member communication
• Reduced manual coordination

6. Real Estate Firms

How Batoi Flex helps real estate businesses

Batoi Flex helps real estate firms manage properties, clients, inquiries, and transactions with a single tool.

Real estate firms use Flex to:

• Publish property listings and services
• Manage buyer and seller contacts
• Track inquiries and follow-ups
• Share documents and notes
• Send invoices or commission-related payments
• Create QR codes for property links

Flex does not replace MLS or transaction platforms. It supports relationship management and coordination.

Typical outcomes

• Faster response to inquiries
• Better tracking of prospects
• Cleaner communication across deals

7. Investment Advisors

How Batoi Flex helps investment advisors

Batoi Flex helps investment advisors manage client relationships, engagement workflows, and communication without complex portfolio or trading systems.

Investment advisors use Flex to:

• Manage client contacts and households
• Track ongoing engagements and follow-ups
• Publish services and advisory offerings
• Create booking or consultation request links
• Share documents and notes securely
• Send invoices or advisory fee requests
• Communicate announcements and updates

Flex does not replace portfolio management, trading, or regulatory reporting systems. It focuses on client-facing operations and coordination.

Typical outcomes

• Clearer visibility across client relationships
• Fewer missed follow-ups and meetings
• More organised advisory workflows
• Improved client communication and trust

8. Insurance Agencies

How Batoi Flex helps insurance agencies

Batoi Flex helps insurance agencies manage clients, policies, inquiries, and communication within a single, simple operating system.

Insurance agencies use Flex to:

• Manage client and policyholder contacts
• Track inquiries, renewals, and follow-ups
• Publish insurance products and services
• Create request and quotation links
• Share documents and policy-related notes
• Send invoices or payment links
• Communicate updates, reminders, and announcements

Flex does not replace core policy administration or claims processing systems. It supports relationship management and front-office coordination.

Typical outcomes

• Improved response to customer inquiries
• Better tracking of renewals and follow-ups
• Clearer communication with policyholders
• Reduced manual coordination across teams