Industries
For consulting, legal, tax, architecture, and agency firms – we digitally transform your business processes from client acquisition to billing. Our custom-tailored systems are designed to boost efficiency and profitability for your operations.
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The following numbers show why service companies retain customers better and work more efficiently with digital processes:
Automated lead capture from all channels
Automatic lead capture from website, social media and campaign channels — service provider digitalisation that flows directly into your CRM without manual entry.
AI-powered lead scoring and prioritization
AI scores every lead against behavioural data in real time — high-conversion prospects prioritised so your team focuses on the most promising opportunities.
Personalized follow-up sequences
Personalised follow-up sequences automatically triggered — tailored to each lead behaviour and interests, sent at the right moment for maximum conversion.
Conversion tracking and ROI analysis
Detailed conversion tracking and ROI analysis — which channel delivers how much revenue, measurable and transparent for informed marketing decisions.
Proposal templates with automatic calculation
Professional quotes with automatic calculation of hourly rates, costs and margins — service provider digitalisation applied directly to the sales process.
Digital project time tracking and billing
Project-based time tracking, automatic invoice triggering and detailed work reports ready for client sign-off — all in one integrated system.
Milestone tracking and status reports
Automatic status reports on project milestones — which tasks are delayed, communicated directly to the client without any manual effort.
Resource planning and capacity management
Resource planning and capacity management based on current project load — optimal utilisation without overbooking or capacity bottlenecks.
Automatic responses to common inquiries
AI automatically answers frequent questions, order status and standard requests — reducing support workload and cutting response time to seconds.
Personalized customer communication via KI
AI communicates based on past interactions — customers feel individually understood and valued, boosting loyalty and repeat business.
Satisfaction surveys and feedback analysis
Automatic satisfaction surveys after project completion — feedback analysed, improvement potential identified, service quality continuously elevated.
Automated reminders and follow-ups
Automatic reminders for deadlines, appointments and check-in points — customer relationships actively maintained without any manual follow-up effort.
KI-Agenten for appointment coordination
AI agents handle appointment coordination, client updates and calendar management — service provider digitalisation that frees your team for higher-value work.
Automated document creation
Standard documents such as contracts, reports and proposals automatically generated from templates — manual creation time reduced to zero.
Data collection and preparation
Data collection, form completion and information verification at project start fully automated — input errors eliminated, project kickoff accelerated.
Reporting and statistics generation
Automatically generated performance and capacity reports — weekly, monthly and per-project for data-driven management decisions.
Custom CRM for service providers
Industry-specific CRM for service providers — all conversations, quotes, contracts and project history centralised in one place.
Complete customer history at a glance
Complete customer history at a glance — all touchpoints, projects and communications centralised, ensuring consistent client experience across the whole team.
Order pipeline with real-time status
Real-time order pipeline with current status, last interactions and next steps — full transparency over all ongoing projects at any moment.
Role-based dashboards for teams
Role-based dashboards — team members see their own projects and clients, managers maintain full visibility of the entire operation.
AI-powered job postings
AI analyses role requirements and automatically creates compelling job listings — precisely targeting the right candidate pool for faster, better hiring.
Automated application screening
Automatic application analysis and candidate ranking against core criteria — recruiting team focuses on best-fit candidates instead of manual screening.
Candidate matching and pre-qualification
AI matches candidates against pre-screening criteria and role profile — qualified applicants identified quickly, pre-qualification automated.
Onboarding automation for new employees
Digital onboarding process with automatic delivery of documents, training materials and task information — from the very first day of employment.
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