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Process review
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Service company automation

From enquiry to invoice – without re-typing between applications

The system takes enquiries from email and your website, creates the CRM record and assigns an owner, drafts the quote or contract, and once the work is done prepares the invoice in your accounting software.

Your team approves every document before it goes out.

Book a process reviewHow it works
  • 30–45 minute call
  • examples shown on your own screen
  • written assessment afterwards
Diagram: a website enquiry becomes a CRM record and a draft quote
New enquiry from the websiteFORM
  • Customer found in CRM
  • Service recognised
  • Owner assigned
CRMDraft quote
Non-standard scope – to the manager

Processes

Service company work the system can take over

  • Enquiries by email and from the websiteCRM record with an owner
  • Quotesdraft from your template and prices
  • Contractsprepared from the accepted quote
  • Completed workinvoice in your accounting software
  • Reminders and deadlinestasks for the team and the customer
  • Customer questionsdraft reply for review

How it works

From enquiry to invoice

  1. Enquiry arrives

    Email or website form

  2. CRM record

    Customer, service, owner

  3. Quote and contract

    Drafts from your templates

  4. Invoice

    Created in your accounting software

  5. Team approves

    Every document goes out only after approval

The model reads the enquiry, rules pick the template and the price, and your team approves the documents. The whole customer history stays in one place.

Your software

No need to replace your CRM or accounting

The system works with your CRM, email and accounting software through their APIs or import. If you don’t have a CRM, we can build a simple one around your process.

We use business-grade APIs that don’t train models on your data, and for sensitive processes the system can run on your own or an EU server. Data processing is agreed in the contract.

Custom systems →
Your softwarestays as it is
  • CRM
  • Microsoft 365
  • Google Workspace
  • Business Central
  • Rivilė

Who it’s for

When it makes economic sense

For consulting, engineering, IT, events and other service companies where enquiries, quotes and invoices move between several applications by hand.

Economics decide: the value recovered in a year has to clearly exceed the cost of the system.

If your CRM already covers it, we’ll tell you in writing.

How we price →

Questions

What to know before you start

Which service companies is this for?
Consulting, engineering, IT, events and other companies where enquiries, quotes, contracts and invoices move between several applications by hand.
Are quotes and contracts sent without a person?
No. The system drafts them from your templates and prices, and your team approves each one before it goes out.
Do we need to replace our CRM or accounting software?
No. Records are created in your CRM and invoices in your accounting software through their API or import. If you don’t have a CRM yet, we can build a simple one around the way you work.
Where do we start, and what does it cost?
We start with a 30–45 minute process review: you show a few typical enquiries on your screen and get a written assessment. The price is fixed after the review and proposal, and the first working phase is usually planned for 6–10 weeks.
Is our data used to train AI models?
No. We use business-grade APIs that don’t train models on your data. For sensitive processes the system can run on your own or an EU server, and data processing is agreed in the contract.

Contact

Show us how an enquiry becomes an invoice today

In a 30–45 minute call we look at your process on your screen. Afterwards we tell you in writing what can be automated, where rules are needed and whether the economics make sense.