What Blina Desk does
Blina Desk combines document management and CRM with an intelligent core: automatic OCR, meaning-based search and AI chat (RAG) with sources. The result: less time searching, more control, and faster processes.
Real-life examples: how it helps
Here are some typical requests Blina Desk can handle instantly (with links to sources):
“Find the quote sent to Müller for the 2023 project — the unsigned version.”
Results in seconds with snippet, correct version and one-click download.
“Rossi invoice March 2024 — amount and IBAN.”
OCR makes scans and PDFs searchable and highlights key fields.
“What’s the travel expense policy and which limits apply?”
Short answer + link to the exact paragraph in the internal policy.
“Show contracts expiring within 30 days, including renewal clauses.”
Sorted list, filters, alerts and change history for full control.
Base program (included)
The base program includes Core document system + CRM. The “intelligent layer” (OCR, semantic search and AI chat/RAG) is part of the program and not an add-on module.
- 📄Documents: upload, versions, tags, permissions, retention.
- 🔎Search: full-text + semantic, snippets and filters.
- 🧾OCR: scanned files become searchable (multi-language).
- 💬AI Chat (RAG): answers with sources & links (multi-provider).
- 🛡️Security: RBAC, audit trail, tenant isolation.
- 👥Contacts & Companies: rich profiles and notes.
- 💼Pipeline: quotes, deals, follow-ups and reminders.
- 📎Linked documents: attach quotes/contracts to contacts and deals.
Add-on modules (buy only what you need)
Blina Desk is modular: beyond Core + CRM, you can enable add-on modules based on your needs. Planned modules: 12. Below are the first ones available.
Legal
Contracts, deadlines, alerts, audit trail, versioning and checklists.
Example: reminder 30/7/1 day before expiration.
HR & People
Employee files, policies, onboarding, deadlines and role-based permissions.
Example: “Where is the vacation policy?” → answer + source.
Real Estate
Properties, contracts, maintenance, costs and deadlines per property.
Example: “contracts expiring within 90 days”.
Automations
No-code workflows, notifications & reports (WhatsApp/Gmail/Telegram), triggers and scheduling.
Example: a daily report at 08:00 to your team.
Logistics (planned)
Documents, shipments, proof of delivery, search and operational checklists.
Availability: on the roadmap (add-on module).
Finance / Accounting (planned)
Invoices and tax documents, deadlines, rules and internal reporting with fast search.
Availability: on the roadmap (add-on module).
Deployment options
- 🏢Core Offline: 100% offline, no external AI calls.
- 🧠Local AI: LLM + embeddings on-premise (e.g., Ollama) for full AI without data leakage.
- ☁️Cloud AI: external providers with BYO-Key (OpenAI/Gemini/Claude) for maximum quality.