Use cases in Pharen Hub

Each use case shows one workflow in Pharen Hub step by step, with real screens from the Hub.

Sales 6 steps

Lead management

New enquiries land in one list. An agent grades them, and a workflow passes the good ones to sales with a booked call and a reply draft.

Lists · Agents · Workflows · Calendar View
Leadership 4 steps

Management report

Every Monday at 8 am a workflow collects the numbers from four lists. An agent writes the report, and leadership gets it in their channel.

Workflows · Agents · Docs · Channels View
Service 5 steps

Customer support

New requests get sorted. An agent drafts replies from your help articles, bugs go to engineering and complaints to a person.

Lists · Agents · Knowledge · Channels View
Finance 5 steps

Dunning

Every morning an agent checks open invoices, suggests the dunning level and writes the reminder. Accounting approves, and sales hears about late payers.

Lists · Agents · Workflows · Channels View
Sales 5 steps

Sales proposals

When a deal is qualified, one agent writes the company profile and another drafts the proposal from your template. Sales approves it in the channel.

Lists · Agents · Docs · Channels View
Projects 5 steps

Project time tracking

The team logs time against projects and tasks. A workflow reminds people about gaps, and the billing journal works out the hours per client at your rates.

Lists · Workflows · Studio · Templates View
People 5 steps

Onboarding

A new person in the list starts the onboarding: tasks, the first week's meetings, a welcome in the channel and an agent that answers questions from the handbook.

Lists · Calendar · Channels · Agents View