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Fisher Platform · ERP + CRM with AI

All your company moves as one.

Fisher Platform brings together customers, sales, projects, invoicing, purchasing, warehouse, staff, case files, foreign trade and regulatory compliance in one cloud platform, with Bastino, your AI copilot that you can talk to in Spanish or English, AI agents, REST API and big-company security. You turn on only what you use.

Book a demo See the modules Live platform
  • 40+ modules
  • One database per company
  • SSO, TOTP and passkeys
sgcr.fishernetworks.net/admin
Customizable dashboard. Each person chooses their widgets, and only sees those of the modules they have permission for.
40+Installable modules
3 portalsStaff, customers and suppliers
5 AIOpenAI, Claude, Gemini, Azure and local
1 databaseper customer company
Module by module

What each part of the platform does

Each module is turned on or off separately: when you turn it off, its menus, permissions, screens and routes disappear. Click one to go to its section.

CRM and customersRecord by tabs, contacts with roles, credit and collections. LeadsKanban, web forms, import and conversion. Quoting toolQuestionnaire, line items, margins and approval. Quotes and proposalsWith PDF, public link and acceptance signature. ContractsSignature on canvas, renewals and reminders. AppointmentsCalendar, availability and public booking. Customer portalInvoices, contracts, case files and support. Projects and GanttWork plan, billing milestones and delays. TasksKanban, recurrence, checklist and hours. TicketsFirst-response SLA and knowledge base. InvoicingSeries, payments, credit notes and PDF. Expenses and reportsBillable and recurring expenses and cross-cutting reports. SuppliersRecord, contacts, groups and rating. PurchasingRequests, quotes, orders and payments. Warehouse and inventoryStock ledger, transfers, counts and average cost. AssetsAssignment, history and depreciation. EmployeesFile, contracts, positions and training. RecruitingOpenings, candidates, interviews and job portal. AttendanceClock-in, shifts, absences and month-end close. Goals and surveysObjectives with alerts and surveys per recipient. Digital case filesChecklists, cross-checks, rulings and upload links. Document templatesWord, Excel or HTML templates with system data. Foreign tradeBroker licenses, customs offices, sectors and the 69-B list. SGCRRegulatory compliance with traffic lights. See page Bastino, the copilotChat and voice on every screen, changes with your click, Excel and MCP. AI agentsAI actions on any record, with preview. Document readingInbox that recognizes invoices, CFDI and spreadsheets. API and integrationsREST API, webhooks, WhatsApp and scheduled tasks. StorageServer, S3, R2, SFTP, Dropbox, OneDrive and Drive. Approval workflowsStep engine for any document. SecuritySSO, TOTP, passkeys and per-screen permissions. SettingsRequired fields, appearance, menus and modules. Multi-company SaaSInstances, plans, limits and subscriptions.

Sales and customers

From first contact to invoice, with no separate spreadsheets.

CRM

The real customer record, not twenty fields to invoice

  • Identity, commercial relationship, parent customer with its subsidiaries and account executive.
  • Billing —on whose behalf, portal, order number— and credit and collections with days, limit and block with a reason.
  • Contacts with roles: sales, billing, collections, purchasing, legal. You write to whoever receives the invoice and chase whoever pays.
  • Editable catalogs and custom fields right in the record.
sgcr.fishernetworks.net/admin/clients/client/2
Customer dashboard.
Appointments. Calendar with availability.
Leads

The funnel in view, column by column

  • Kanban by status with drag and drop, estimated value and owner.
  • Public web forms with reCAPTCHA, CSV import with column mapping.
  • Notes, reminders, tags and attachments; conversion to a customer that fills in the full record.
sgcr.fishernetworks.net/admin/leads/kanban
Contracts, quotes and proposals

What is signed, with an end date and a warning before it expires

  • Contracts by type with signature on canvas, merge fields, renewals and public link.
  • Quotes and proposals with the same lines, taxes and totals as the invoice, verified to the cent.
  • PDF, customer link and acceptance signature that changes the status on its own.
sgcr.fishernetworks.net/admin/contracts
Quoting tool

Quote without the spreadsheet, and without giving away margin

  • Catalog of line items: hours by rate, fixed price, supplier cost plus margin or plan price, with quantities that come from the answers.
  • Questionnaire that the customer answers themselves through a link, without seeing prices.
  • Surcharges and discounts in percent, conditions, floor and ceiling; internal cost and margin that never appear in the proposal.
  • Approval over a fingerprint of the calculation: any later change invalidates it.
  • Once accepted, it starts on its own: customer, subscription, advance payment and project plan.
sgcr.fishernetworks.net/admin/presales/catalog/items

Operation

Projects, tasks, support and approvals in the same place as the customer.

Projects

A Gantt that reschedules itself using business days

  • Work plan with hours, owner, dependencies and progress per activity.
  • Milestones with a billing percentage: the project knows what gets invoiced and when.
  • Rescheduling chains over working days and skips holidays; the delay is marked on the diagram.
  • Tasks, hours and files attached to the project; the customer follows it from their portal.
sgcr.fishernetworks.net/admin/projects/view/1
Tasks and support

What has to be done and what we are asked for, without losing the thread

  • Tasks in kanban or list, with priority, due date, recurrence, checklist and billable hours.
  • Tickets by department with first-response SLA, about-to-expire alert, merging and internal notes.
  • Public knowledge base with helpfulness vote, and predefined replies.
sgcr.fishernetworks.net/admin/tasks/kanban
Tickets with status and priority.
Approval workflows for any document.

Finance

Invoice, collect and know where the money goes.

Invoicing and collections

The server always calculates the totals

  • Series numbering reserved without gaps; a draft does not consume a number and an issued invoice is voided, not deleted.
  • Parallel or compound taxes, discounts, partial payments and credit notes.
  • Dashboard with what was invoiced, collected, receivable and overdue, and whom to chase.
  • Recurring invoices, billable expenses converted into an invoice and reports by period, customer and tax with CSV export.
sgcr.fishernetworks.net/admin/invoicing/dashboard
Invoices with their outstanding balance.
Reports with date range and CSV.

Purchasing, warehouse and assets

From the internal request to the goods on the shelf.

Purchasing

Request, quote, order, approval and payment

  • Suppliers with record, contacts, groups, rating and custom fields.
  • Orders with late deliveries in view and goods status that updates on receipt at the warehouse.
  • Approval workflow by amount: internal review, management, supplier invoice and payment.
  • Supplier portal where they answer requests and upload their invoice and delivery note.
sgcr.fishernetworks.net/admin/purchase/dashboard
Orders with their delivery.
Suppliers.
Warehouse and inventory

A stock ledger, not a number someone edits

  • Receipts, issues, transfers, counts and adjustments as documents that are confirmed separately.
  • Average cost, warehouse value, lots and expiry dates, minimums per warehouse.
  • Assets with assignment to people, history and straight-line depreciation.
sgcr.fishernetworks.net/admin/warehouse/stock
Warehouse dashboard.
Assigned assets.

People

From candidate to employee file and their timesheet.

Employees and recruiting

HR that cannot grant itself administrator permissions

  • Employee file with contracts, positions with salary band, direct reports, training, merits and sanctions.
  • Openings with approval, candidates, interviews, weighted evaluations and a public job portal.
  • When hired, the candidate becomes an employee without re-entering anything.
sgcr.fishernetworks.net/admin/employees/dashboard
Candidates per opening.
Weekly attendance.
Attendance and absences

Split shifts, midnight crossover and month-end close

  • Web clock-in or from an external clock through the API, with tolerances for lateness and early departure per shift.
  • Absences with types, balance and accrual; approval by manager or by workflow.
  • Week sent for review, month closed and exportable reports. Goals per person and surveys with their own link per recipient.
sgcr.fishernetworks.net/admin/timesheets/week

Case files, documents and compliance

What has to be requested, from whom, and whether it is already correct.

Digital case files

A checklist that knows what is missing and asks the customer for it

  • Templates with conditions: which documents and data are requested depending on the type of person, tax regime or sector.
  • Smart cascading capture —QR, regular expressions, OCR and AI model— and cross-check rules with ruling and report.
  • Upload links: a link with optional PIN so the customer or supplier can upload what is missing without an account.
  • Word, Excel or HTML document templates that are filled in with the case file's data and follow their signing cycle.
sgcr.fishernetworks.net/admin/expedientes
The case file by requirement.
Document templates.
Foreign trade and SGCR

Verticals built on the same engine

  • Foreign trade: customs broker licenses, customs offices, sectors with policy, import of the SAT 69-B list and automatic RFC cross-check.
  • SGCR: procedures, obligations and inspections before any authority, with a due-date traffic light and an executive dashboard.
See the SGCR page
sgcr.fishernetworks.net/admin/comercio_exterior
SGCR · command center.
SGCR · traffic light.
Bastino, the Fisher Platform copilot New · available now

Ask it, request it or say it out loud

Bastino is the Fisher Platform copilot and it is on every screen. You ask what is due this week, request an Excel for the committee or tell it to rename a task, and it does it with your data and your permissions. By typing or speaking, in Spanish or English.

  • Talk to it. Dictate with the microphone and hear the answers out loud, in Spanish or English, with one tap.
  • Nothing changes without your click. It shows you the before and after of each field and only applies it when you confirm.
  • It delivers the finished work: Excel, Word and PowerPoint ready to download, linked tables and diagrams.
  • It is you, not a superuser. It sees exactly what you can see, not one record more.
  • Also for your customers and suppliers: in their portal, each one asks about their invoices, orders or pending documents, and only sees their own.
  • It reaches your other systems over MCP: another ERP, a CRM or your document store, with the key stored encrypted. And it opens with ⌘K from any screen.
See Bastino in a demo Real screenshots ↓
Bastino · SGCR command center ES
What is due this month at the stations? Give it to me in an Excel and assign the Single Environmental License of the South Station to Patricia.
sgcr_vencimientos 30 days · with your units 11 results · 0.3 s
generar_fichero xlsx · October due dates ready · 3 KB

11 due dates this month; the three most urgent:

StationProcedureDue
South StationSingle Environmental License14/10
North StationTightness test21/10
Central StationNOM-005 opinion28/10

October_due_dates.xlsx · Download

Responsible for the license · South Station: Jorge T. → Patricia D. ConfirmDiscard

Voice in Spanish and English

Dictate without typing and hear the answer while you walk the plant. With the browser's voice or your own: a transcription server on your network and the audio never leaves your company.

Changes with your approval

It creates, edits or deletes records through the same API the platform uses, always with a confirmation card. Deletions appear in red.

Excel, Word and PowerPoint

"Prepare the committee presentation for me" and you have it to download in the chat itself, with the data already gathered.

Connected by MCP

Register third-party MCP servers and Bastino also answers with their data, for the roles you choose.

Your permissions, not one more

An operator only sees their own units, also through Bastino; a customer, only their own company's. And every tool it uses stays visible in a console.

For customers, suppliers and employees

Your customer asks "what do I have pending payment?", your supplier "how much am I still owed?" and your employee "how many vacation days do I have left?" Each portal is turned on separately.

Bastino, working today

Real screenshots of the platform, in a demo environment.

sgcr.fishernetworks.net/admin/tasks
Nothing changes without your click. Bastino prepares the change, shows you the before and after and waits for you to confirm.
From the data to the Excel. Ask for it and download it in the chat itself.
Talk to it in Spanish or English. Dictate and hear the answer.
Tables and diagrams. Linked to each record, ready to copy or download.

Included in Fisher Platform

It works with the AI provider you choose —Claude, OpenAI, Gemini, Azure or your own model— and is turned on like any other module.

I want to see it with my data

Artificial intelligence, where the work happens

It is not a separate chat: it is a button on the record you already have open.

AI agents

Agents with their own name, instructions and limits

  • Actions on any record: summarize the customer's account, draft the collections email, request what is missing from a case file.
  • Only the fields the administrator authorizes reach the model; the prompt preview is mandatory.
  • Choose a provider per agent: OpenAI, Anthropic (Claude), Google Gemini, Azure OpenAI or your own model with Ollama, LM Studio or vLLM.
  • Document inbox that recognizes invoices, CFDI and spreadsheets and turns them into records.
sgcr.fishernetworks.net/admin/ai_agents
Actions on the records.
Configurable AI providers.

It integrates with your ERP, it doesn't force you to scrap it

It coexists with SAP, Odoo, Microsoft Dynamics, CONTPAQi or whatever system you already use.

REST API

Customers, contacts, staff, invoices, suppliers, case files and catalogs, with keys stored as hashes and a permission matrix per resource.

Scheduled tasks

Each module declares what it can do and you decide when. Includes "call an API" to hit an endpoint without writing code.

WhatsApp Cloud API

Sending and receiving from the customer and supplier record, webhook verified by signature and a floating button by business hours.

Storage

This server, AWS S3, Cloudflare R2, SFTP, Dropbox, OneDrive/SharePoint or Google Drive, with AES-256-GCM encryption per destination.

Exports

CSV with explicit columns from any module, and import of customers, leads and stock.

Custom modules

Installable-module architecture with open catalogs: yours is added without touching the core.

admin/api
REST API with a usage example.
admin/crons
Scheduled tasks with their last result.
admin/storage
Storage per destination.
admin/integrations
Self-describing integrations.

Security and configuration

Big-company grade, and configured from a screen.

Access

Sign in without a password, or with your company's

  • SSO with OpenID Connect (Entra ID, Google, Apple, Okta, Auth0, Keycloak, Cognito) and SAML 2.0.
  • Passkeys (WebAuthn / FIDO2) to sign in without a password, and TOTP second factor with recovery codes, mandatory by role.
  • Policy by audience: staff, customers and suppliers; throttling of password guessing by IP and by email; reCAPTCHA per form.
  • CSRF, security headers, new session on sign-in, bcrypt and secrets encrypted with the environment key.
sgcr.fishernetworks.net/admin/settings?group=security
Permissions and configuration

Everything configurable: it is a platform, not an installation

  • Roles with a permission matrix per feature and per-screen permission: each menu and each settings tab is granted separately.
  • Required fields of each form decided by the administrator, with inline validation.
  • Modules that are turned on, turned off, exported and imported; light or dark appearance, density and accent color; editable menus.
  • Activity log, backups and GDPR.
sgcr.fishernetworks.net/admin/roles/role/2
Installable modules.
Security by audience.
Three portals

Your team, your customers and your suppliers, each in their own area

  • Customer portal: invoices, quotes, contracts, appointments, support, their case files with upload per requirement and "My company", where a change of company name or RFC comes in as a request that a manager approves.
  • Supplier portal: answers requests, checks orders and uploads invoice and delivery note.
  • Employee portal: their record, their documents and their account security.
  • What each contact sees is decided by their portal permissions, according to their role in the company.
sgcr.fishernetworks.net/clients
My company.
My case files.
Multi-company SaaS

One database per company, the same code for all

  • Each customer with its own database, files, sessions and encryption keys; chosen by domain.
  • Plans with modules and limits (users, units, storage) that apply inside each instance.
  • The subscription is a recurring invoice; non-payment suspends only what billing suspended.
  • Prefer your own server? The dedicated instance is a plan, not a different architecture.
plataforma.fishernetworks.net/admin/tenancy/dashboard
Plans with their limits.
One cron for all instances.
Frequently asked questions

What we are usually asked

Do I have to buy all the modules?

No. Each module is turned on or off separately; when you turn it off, its menus, permissions, screens and routes disappear. You pay for what you use.

Can it integrate with the ERP I already use?

Yes. The platform exposes a REST API with per-user keys and a permission matrix, scheduled tasks that call any API, CSV exports and automatic document reading, so it coexists with SAP, Odoo, Microsoft Dynamics, CONTPAQi or another system instead of replacing it.

What artificial intelligence does it use?

Whichever you choose: OpenAI, Anthropic (Claude), Google Gemini, Azure OpenAI or your own model on Ollama, LM Studio or vLLM. Agents work only with the fields the administrator authorizes and always show what will be sent beforehand.

Is my data kept separate from other companies' data?

Yes. Each customer has its own database, file folders, sessions and encryption keys. The code is shared and the data is not.

Is it available in English?

Spanish and English at the core, with more than twenty languages available for the panel and the customer portal.

Can I request a custom module?

Yes, the development is ours. The platform is made of installable modules, so yours is added without touching the core and is quoted according to scope.

See it running with your own processes

We set up a demo with the modules you are interested in and sample data from your industry. If it works for you, you choose what to turn on.

ventas@fishernetworks.net 442 138 8102
Go to the platform Sign up online

The screenshots are from a demo environment with fictitious data.

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