Use cases
The work we take off your team’s hands
Each page describes one problem, how you recognise it, what we build and what we need from you. Start from the one that sounds most like your week.
By team
Most use cases combine two or three of our services. The page for each shows which.
Sales
Read moreEvery enquiry in the CRM, without retyping
Enquiries from forms, email and chat become contacts and deals in your CRM, with the right person notified.
Open use case Business automationCRM implementationQuotes drafted from your price list
A quote is drafted from the deal, your price list and current stock, and waits for a salesperson to approve it.
Open use case CRM implementationBusiness automationNo open quote left without a follow-up
The CRM reminds the owner, drafts the follow-up and shows which deals have gone quiet.
Open use case CRM implementationBusiness automationA sales report nobody has to build
Pipeline, won and lost deals and activity, delivered on a schedule straight from the CRM.
Open use caseFinance and admin
Read moreSupplier invoices read, matched and ready to post
Incoming invoices are read, matched to purchase orders and sent for approval before they reach the books.
Open use case AI integrationsBusiness automationData out of documents, into your systems
Contracts, forms, delivery notes and statements are read and their data placed where it is needed.
Open use case Business automationERP and business systemsOverdue invoices chased politely and on time
Reminders go out on a schedule from your open invoices, and the awkward cases go to a person.
Open use case Business automationAI integrationsThe monthly report, assembled for you
Figures from accounting, sales and operations pulled into one report on a schedule, with a written summary.
Open use caseCustomer support
Read moreA support inbox that sorts itself
Incoming messages are sorted by topic and urgency, routed to the right person and given a draft reply.
Open use case AI integrationsCustom softwareAn assistant that answers from your documents
Staff or customers ask in plain language and get an answer drawn from your documents, with the source shown.
Open use case Business automationAI integrationsCustomers check their order without writing to you
Order and delivery status available on your site or by reply, pulled live from the shop and the courier.
Open use caseOperations
Read moreOrders that reach the warehouse on their own
An order placed in the shop or by email appears in the ERP, on the pick list and with the courier, entered once.
Open use case ERP and business systemsBusiness automationOne stock figure in every system
Stock levels kept in step between the warehouse, the ERP and every sales channel.
Open use case Business automationCustom softwareNew colleagues ready on day one
Accounts, equipment, documents and first-week tasks set in motion from one form.
Open use caseExamples
See a few of them built
Illustrative scenarios that follow a use case from the first step to daily use.
Show us one process. We will show you what it could look like.
The analysis is free, takes about an hour of your time, and ends with a written summary you keep.
Prefer to read first? See examples