Industry challenges
- Cases, tasks and deadlines live in different tools, making it easy to miss key dates.
- Tracking specialists' time and billing by the hour is difficult.
- Standard documents are drafted by hand, which takes time and causes errors.
- Clients ask for work status updates by email and phone.
- Project documents and correspondence are stored in scattered places.
What we build
CRM for service firms
Client acquisition pipeline, client and project records, tasks and reminders.
Case and project management
Case records with stages, deadlines, owners, documents and activity history.
Time tracking and billing
Logging hours by project, specialist rates, and generating invoices and completion certificates.
Client portal
A client account with work status, documents, invoices and secure messaging.
Document automation
Template-based generation of contracts, applications and reports using data from records.
Analytics
BI dashboards on specialist utilization, project profitability and revenue.
Integrations
Business outcomes
- Control over deadlines and tasks for every case.
- Transparent time tracking and billing.
- Less manual work preparing standard documents.
- A convenient channel for client communication.
Frequently asked questions
Can you customize Bitrix24 or amoCRM instead of building a new system?
How is client data confidentiality ensured?
Can documents be generated from our templates?
Tell us about your task
Tell us about the processes you want to automate or the product you plan to launch. We will propose an approach and a work plan.
Other industries
Hospitality, entertainment and leisure
Bookings, venue apps, loyalty, delivery, POS integrations and ticket sales.
Fintech and financial services
Lending pipelines, customer portals, payment services and bank integrations for microfinance and financial companies.
Manufacturing
ERP and MES tasks, planning, raw material and cost accounting, dealer B2B portals and 1C integration.