Industries · Services, agencies and events
Digital workflows for service companies: from inquiry to the next project.
Law firm, consultancy, agency, event organizer, club or association: between inquiry, quote, project and invoice there is a lot of manual work. We digitize that chain and connect it to the tools you use today.
- New Inquiry from form, email or phone
- Contacted Data enriched, call-back as a task
- Quote Quote sent, follow-up scheduled
- Order Confirmed, on to the ERP
From first contact to repeat business
Where service companies lose time today
Inquiries come by email and phone, quotes are built from old documents, invoices from timesheets. Every one of those steps can be digitized.
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First contact
Being found
Clients and members find you on Google, LinkedIn, through referrals or at your events. Website and social media show what you stand for and lead to a clear inquiry.
Inquiry with source
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Inquiry
Inquiries and meetings
Inquiries arrive complete, get sorted and reach the right person. Clients book a first meeting online.
Meeting booked
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Quote
Quotes from templates
The draft quote is built from the inquiry and your templates. You check, add and approve.
Draft for approval
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Order
Project, mandate or registration
A yes becomes a project, a mandate or a registration without retyping. Documents and tasks live in one place.
Project created
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Invoice
Invoices without extra work
Invoices are created from the order, the hours or the registration. Incoming payments are matched, reminders are ready as drafts.
Invoice created
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Service
Portal and questions
Clients or attendees find documents and dates in a protected portal. Questions reach the right team with a draft reply.
Reply drafted
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Repeat business
The next project
After the project or event, your system gets in touch at the right time: with a follow-up offer, an invitation or a membership renewal.
Invitation sent
How we help
Where automation, AI and web systems help
Your expertise is what clients pay for. Everything around it, from retyping to invoicing, runs on its own. We only use AI where it saves work.
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Registration and attendees
Event, seminar or congress: registration, confirmation, invoice and reminder run automatically. You always see who is coming.
Learn more : Registration and attendees -
Inquiries into the CRM
Inquiries from website, email and phone notes land as a contact in the CRM, with source and next step.
Learn more : Inquiries into the CRM -
Invoices from the project
Hours, services and registrations become an invoice, without anyone collecting the details.
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Client portal
Documents, dates and invoices in one protected place. You decide who sees what.
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Inbox and data protection
Emails are read, sorted and passed to the right person with a draft reply. Everyone sees only what they need, and client data never trains third-party AI models.
Learn more : Inbox and data protection
Systems we work with
Inquiries land in HubSpot, Pipedrive or Microsoft Dynamics 365, invoices go to DATEV or lexoffice. For conferences and conventions we build event platforms with registration, agenda and attendee area. Your team keeps working in Microsoft 365.
CRM
- HubSpot
- Microsoft Dynamics 365
- Pipedrive
Accounting
- DATEV
- lexoffice
Collaboration
- Microsoft 365
- Microsoft Teams
- SharePoint
Websites
- Astro Our pick
- TYPO3
- WordPress
- Webflow
Questions from service companies, agencies and event organizers
Which service companies do you work for?
Law firms, consultancies, agencies, event agencies and organizers, clubs and associations. The chain from inquiry to the next project looks similar everywhere. Start-ups have a page of their own.
Do we have to switch software?
No. We connect what you use today, such as your CRM, your accounting or Microsoft 365. We check which interface fits in the first call.
How do you handle confidential data?
We plan data protection from the start. Everyone sees only what their task needs. Data processing agreements are included, and your data never trains third-party AI models.
Is this worth it for small teams?
Yes. We work for companies from a team of three to a group. Small teams in particular gain a lot of time when inquiries and invoices run on their own. You see first results four weeks after kickoff.
Which systems do you work with?
Inquiries land in HubSpot, Pipedrive or Microsoft Dynamics 365, invoices go to DATEV or lexoffice. For conferences and conventions we build event platforms with registration, agenda and attendee area. Your team keeps working in Microsoft 365. We do not replace your systems, we connect them.
Your industry isn’t listed?
We work for every kind of company, from a team of three to a group. The chain from first contact to repeat business looks similar everywhere. Just book a call.
Related services
How much of your team’s time goes into everything except the actual work?
In a 30 minute call we walk through your chain from inquiry to the next project. Then you know where to start.
- Design to operations, one team
- Fits your systems
- Talk directly to the builders