Solutions

Seven building blocks that together form your system

You don't choose between a dashboard or a CRM. We combine exactly the blocks that move your organisation forward, in one environment with one data model.

One single truth for management

Dashboards

Every data source brought together in a single dashboard: revenue, margin, conversion and lead time by source, employee, branch and partner. Real-time, with drilldown to individual transactions.

  • Performance by source, employee, branch and partner
  • Targets versus actuals, with alerts
  • Drilldown from totals to a single line item
  • Reports delivered automatically by email or Slack

From request to signed quote

Quoting modules

A configurable quoting module with pricing logic, tiered pricing, margins and version control. Send in a few clicks, get it signed digitally, and see your win probability instantly.

  • Pricing logic and tiered pricing managed centrally
  • Digital signing and automatic follow-up
  • Margin and win-rate analysis per quote
  • Straight through to order and invoicing

Marketing and sales in one engine

Growth systems

Lead sources, campaigns and follow-up connected end to end, so you see exactly what every marketing euro turns into in revenue. Including attribution and follow-up cadences.

  • Attribution from click to signed deal
  • Automatic lead routing and follow-up cadences
  • Campaign ROI by channel and by branch
  • Pipeline and revenue forecasting

No opportunity slips through again

CRM and pipeline management

A CRM that fits your process instead of the other way around. Opportunities, tasks, notes and documents in one place, with scoring that shows where to spend your time today.

  • Pipeline tailored to your sales process
  • Opportunity scoring based on behaviour and history
  • Tasks and reminders that create themselves
  • Complete customer history in a single timeline

Less manual work, more capacity

Process automation

Recurring tasks — retyping data, creating folders, updating statuses, generating documents — get automated and monitored with logging and error alerts.

  • Integrations between your existing systems
  • Documents and files generated automatically
  • Status monitoring with alerts when work stalls
  • Full logging for control and audit

Know exactly where it hurts

Operational control

Capacity, lead times, quality and workload by team and branch made visible. Steer on facts instead of gut feeling.

  • Staffing and capacity by team or branch
  • Lead times and bottlenecks per process step
  • Quality and compliance indicators
  • Roles and permissions set up per function

AI that fits your process

AI implementations

AI embedded in the work itself: summarising conversations, reading documents, drafting text, answering questions about your own data. Always with a human in the loop.

  • Ask questions about your data in plain language
  • Documents and emails read automatically
  • Draft replies and summaries
  • Clear boundaries: people decide, AI supports