Automation and AI
A CRM built around how you work.
We build the CRM your team works in every day and automate the steps around it: intake, follow-ups, documents and hand-offs between systems.
Inquiry from your website
Click a column to move the case
What it looks like day to day
An inquiry becomes a case
The form on your website and the shared inbox feed straight into the CRM. Nobody copies a name or a number.
Follow-ups that don't rely on memory
A visit is booked from the case, and the reminder before it comes by itself.
The quote, from the data you have
Quotes and letters are generated from the case and go to accounting once they're signed.
When customer work outgrows spreadsheets
Customer data sits in spreadsheets and inboxes. Every inquiry is typed in again, follow-ups depend on someone remembering, and nobody sees where a case stands without asking.
An off-the-shelf CRM answers this with its own idea of how you should work. We start from how you work, and build the system around that.
What's included
- A CRM or ERP set up or extended, where the business runs on one
- Customers, cases and documents in one place
- Inquiries that arrive as records, not as emails to retype
- Follow-ups, reminders and status changes that run on their own
- Documents generated from your data
- Hand-offs to email, calendar and accounting
- A portal for your customers, where the process needs one
What's not
- An off-the-shelf CRM bent into shape
- Automating a process that is still changing
- The system deciding where a person should. Those steps get an approval.
How it runs
A call, a written scope and price, a build in steps you can try, and a handover with code and documentation.
Tell us what slows you down.
A few lines are enough: what you want to achieve, and by when. We answer within one business day.