Data Flow
Davidson products

Davidson products for specific business needs.

Alongside consulting and implementation, Davidson builds its own applications for specific business and customer workflows.

Each product is designed to solve a defined problem and can be used on its own or alongside a broader Davidson solution.

Product previews
ConvoSense
Conversation tracking with AI prompts, summaries and follow-up actions.
TimeTrack
A clearer dashboard for time logging, approvals and leave balances.
Copilot Loyalty
Member insights, campaign actions and rewards in one loyalty workspace.
ConvoSense

Keep customer conversations and follow-ups in one place.

ConvoSense helps teams review conversations, pick up key details and act on what needs to happen next.

ConvoSense concept
ConvoSense
Home
Conversations
Contacts
Search
AM
AI prioritised · Tuesday 22 September
Good morning, Alex.
Here's what needs your attention today.
Ask ConvoSense anything...
Were my follow-ups completed?Show high-intent contactsCall Sara Mendes
01
Needs attention
Follow up with Sara
Contract question · waiting 3h
SM
Sara Mendes
Review
02
Due today
Send pricing deck
Promised yesterday · due today
JO
James Okafor
Review
03
High intent
Prepare for Lena's call
10:30 AM · onboarding timeline
LF
Lena Fischer
Review

See the full conversation

Keep the key details from each interaction in one place so teams do not have to piece the story together.

Know what needs attention

Use customer interest and follow-up status to see where action is needed.

Get help from AI

Ask questions about customer activity and use the assistant to help with routine follow-up.

TimeTrack

Track time and see where it is being spent.

TimeTrack makes it easier to log time, review activity and keep teams on top of their work.

Easy time entry

Record time quickly without adding unnecessary steps.

Clear activity view

See how time is being spent across work, people and periods.

TimeTrack concept
TimeTrack
TIME
Dashboard
My Timesheets
My Leave
Search entries, people, projects...
JS
DASHBOARD
Good morning, John
Here's your week at a glance
12:38 PM
Tue, Sep 22, 2026
Quick Actions
Edit Timesheet
Apply for Leave
Manage Profile
Week at a Glance
View timesheet
Monday
Jan 8
8 / 8hComplete
Tuesday
Jan 9
7.5 / 8hComplete
Wednesday
Jan 10
6.5 / 8hComplete
Leave Balances
Vacation Leave
14.0
days remaining
Accrued 18.0Used 4.0
Sick Leave
4.0
days remaining
Accrued 18.0Used 4.0
Copilot Loyalty

Make loyalty and customer engagement easier to manage.

Copilot Loyalty brings customer and loyalty information into one place so teams can manage engagement tasks more easily.

Copilot Loyalty concept
LOYALTY DASHBOARD
Keep members engaged and rewards easy to manage.
Campaign active
JS
Jane Santos
Gold member · Joined 2022
Points
18,450
Tier
Gold
Last visit
2 days ago
Reward status
Ready to send
Suggested actions
Powered by Copilot
Birthday reward
Send offer
Dining voucher
Ready to issue
Tier upgrade
Review eligibility
Campaign performance
Jan
Feb
Mar
Apr
May
Jun
Members reached
8.2k
Redemption rate
12.4%
Repeat visits
+18%
Rewards overview
Gold tier members1,248
Active offers12
Rewards redeemed this week386
Suggested next step
Launch a win-back offer for customers who have not visited in the last 30 days.

Customer information

Bring the customer and loyalty information needed for each interaction into one place.

Simple workflows

Keep the experience focused on the tasks teams need to complete.

Loyalty actions

Make offers, rewards and engagement tasks easier to manage.

Clear use cases
Davidson-built
Built around real workflows
Data Flow
Let's talk

Interested in a Davidson product?

We can show you how the product works, what it is designed for and how it could fit with your existing systems.

Start with what you want to improve.