WholePoint · A product of API Solutions

One business.
Every system.
Connected.

WholePoint is a modular business platform that connects customers, sales, operations and the specialist systems your teams already depend on.

Fox and Ignobilis fish emblem with three teal dots

The connected business platformIt's the WholePoint of your business.

Customers · Sales · Operations

Finance · Fleet · Compliance

Source systems stay authoritative

What WholePoint does today

Production release 1.0.2

From customer relationship
to operational context.

01

The whole customer story

See people, activity, projects, equipment, documents and source-backed operational history in one governed view.

02

A practical My Day

Bring visits, Outlook commitments, sales position, open work and suggested contact priorities into focus.

03

Connected sales execution

Plan the visit, capture the outcome, publish the interaction, create the commitment and keep the pipeline accountable.

The design principle

Connect what matters.
Replace nothing blindly.

WholePoint keeps specialist systems authoritative and turns their information into useful workflows, context and decisions. Missing or stale data remains visible—it is never quietly presented as complete.

WholePointGoverned workspace
Microsoft 365JobSysSQL ServerDocumentsAI transcription
01

Customer 360

Organisations, branches, contacts, sites, projects, equipment, documents and a chronological customer story.

02

Visits & Outlook

Plan customer visits, prevent diary overlaps and keep WholePoint context connected to Outlook appointments.

03

Interactions & commitments

Capture outcomes, publish governed relationship records and make every follow-up accountable.

04

Pipeline & performance

Bring JobSys quotes, sales, open work, verified orders and monthly forecasts into one commercial view.

05

Equipment servicing

See unit identity, location, service history, last confirmed service and annual reminder reporting.

06

Administration & quality

Control users and access while keeping missing ownership, duplicates and source mismatches visible.

A platform that can grow

Production and future scope are deliberately kept separate.

Stable today.
Growing safely.

Production

Business release

Customer, sales, calendar, JobSys, equipment, reporting and administration.

Development

Finance

Cash planning, bank and FX capture, staged debtors and creditors, collections and reporting foundations.

Development

Fleet

Vehicles, drivers, mileage, service and licence reminders, Avis imports and data quality.

Specified

Safety File

A designed controlled evidence vault and auditable file assembly workflow; not yet implemented.

Planned

Workshop

Reserved for future discovery and implementation.

Clear scope matters: Finance and Fleet are in isolated development. Safety File is specified, not implemented. Workshop remains planned.

Governed by design

Useful context.
Controlled access.

  1. 01
    Source-backed

    Capture a business fact once, retain its source and reuse it wherever it adds context.

  2. 02
    Permission-aware

    Business and customer access rules are enforced in the backend, not merely hidden in the interface.

  3. 03
    Auditable

    Material changes, approvals, assignments and source refreshes remain traceable.

  4. 04
    Human-approved AI

    Transcription assists the user; people correct and approve content before it becomes part of the record.

API Solutions fox and Ignobilis emblem with three teal dots
A

Amy MatchettFox instinct

P

Peter DrakeIgnobilis drive

Built inside a real business

WholePoint started with a sales portal—and grew with the business around it.

Created for API Pumps, WholePoint evolved into a modular platform connecting relationship activity with operational, financial and administrative context.

Amy Matchett and Peter Drake recognised that disconnected business information is not unique to one company. API Solutions was formed to take that hard-won product thinking further.

The fox and Ignobilis in our emblem unite Amy's curiosity with Peter's drive—a fitting symbol for a platform built to navigate complexity and keep moving.

One customer story, connected across the business.

Bring the whole business story together

What could your teams do
with one connected view?

Talk to API Solutions about your systems, workflows and the information your people need to act with confidence.

hello@apisolutions.co.za