Imagine every client on one page.
One click, and anyone in your company sees everything about a client: their details, their invoices, their open requests, their projects, every conversation, and a clear summary of where the relationship stands. That’s what becomes possible when your systems are properly connected.
Client details
Maria Lowe, Operations
Tom Hale, Finance
Account summary
- Invoices paid18
- Overdue1 · €1,240
- Last 12 months€48,600
Open tickets
2
Sentiment: positiveCurrent projects
- Customer portalOn track
- Stock syncTesting
Upcoming renewals
- Support plan14 Dec
Recent changes
Billing address updated
by Elena, 2 days agoConversation timeline
- EmailOrder confirmation sentToday
- WhatsApp“Can we move Friday’s delivery?”Yesterday
- MeetingQuarterly review with MariaMon
- NotePrefers calls after 2 pmMon
Summary
A long-standing client with growing orders. One invoice is late and a delivery change was requested yesterday. The relationship is good overall.
Picture the page.
Client details.
Contacts, company information and the people on your team who look after them.
Their accounts, at a glance.
Invoices paid and overdue, total spend over the last 12 months, and the financial details that matter to your business, set up the way you need them.
Customer service.
The number of open tickets, and the client’s general sentiment based on their recent support conversations.
Projects.
What’s currently running for this client, and where each project stands.
Upcoming renewals.
Contracts and subscriptions coming up, so your team gets in touch at the right time.
Recent changes.
What has changed on the client’s account lately, and who changed it.
Things to watch.
Warnings your team should know about before the next conversation: a late payment, an unhappy ticket, a project behind schedule.
Every conversation.
The latest emails, SMS and WhatsApp messages, meetings and notes from the whole team, in one timeline, and searchable in an AI client knowledge base.
A summary written for you.
A short overview of every transaction and exchange with the client, so anyone can understand the relationship in a minute.
All of this already exists in your systems today. It’s just spread across them. Once they’re connected, it comes together on one page.
Why it isn’t like that today.
Your team is the connection between your systems.
The same client, order or invoice is typed into the CRM, then the accounting system, then a spreadsheet. Every copy takes time, and every copy is a chance for a mistake.
The numbers never quite match.
Sales says one figure, accounting says another. Month-end means hours of checking which one is right.
Nobody has the full picture of a client.
Their emails are in one place, their orders in another, their invoices somewhere else. To answer a simple question, someone has to look in three systems.
Your industry software doesn’t connect to anything.
It does its job, but it’s closed. So the details go in by hand, every day.
Workaround spreadsheets keep growing.
Every time systems don’t fit together, someone builds a spreadsheet to fill the gap. Soon nobody knows which one is up to date.
What we connect.
Your CRM and your accounting.
Quotes become invoices without re-typing, and your sales team can see which clients have paid.
Your website, online shop and booking system.
Orders, bookings and enquiries go straight into your CRM and stock records, with the client’s full details.
Your phone, email and messaging.
Calls, emails and WhatsApp conversations are saved to the right client record, so the whole team sees the history.
Your ERP, project and customer service systems.
Information moves between departments automatically, so projects, support and finance all work from the same data, ready for business process automation.
Software with no connection options.
Older or industry-specific software that can’t be connected the usual way. We use our own secure method, the same one behind our automated client intake solution, to enter the information exactly as your team would.
Custom apps where nothing else fits.
When off-the-shelf software doesn’t cover a process, we build a simple app or portal for it, for example a portal where clients upload documents or check the status of their request. Hosted in the EU.
What changes.
- Every client on one page, for everyone who needs it.
- Information is entered once and appears everywhere it’s needed.
- Your sales, accounting and operations numbers match.
- Month-end takes hours, not days.
- Fewer spreadsheets, fewer mistakes, less time chasing information.
- Reports that draw on all your systems at once.
Our approach: careful, tested, documented.
Nothing is lost.
Every connection is tested before it goes live, and monitored after. If something stops working, we’re alerted and fix it.
You keep your software.
We connect what you already use, so your team doesn’t have to learn new systems.
Minimum access.
Each connection only sees the information it needs, nothing more.
Your data stays protected.
Built with GDPR in mind, with custom apps hosted in the EU.
Fully documented.
You always know what is connected, what it does and why.
How we work with you.
We learn how information moves in your business.
Which systems you use, who enters what, where details are copied and where things go wrong.
We recommend the right connections.
A clear plan showing what we’ll connect, what it will save, what it costs and in which order to do it.
We build the connections.
Shaped around your processes, with the rules your team agrees on.
We test them in a sandbox.
Everything is tested first in a separate environment, away from your live systems and your real data.
We run a pilot.
The connections go live for a small part of your business first, while we check every record that passes through.
We roll out fully, only when the pilot succeeds.
Once the pilot proves everything flows correctly, we switch on the full setup, and keep monitoring it.
Experience you can check.
Authors of The Top 20 CRM Automations in the World.
What business owners say.
Many systems, working as one.
A company needed a Zoho CRM implementation and many other business apps set up and working together. We guided them through the whole implementation and delivered on every commitment.
“He has guided and helped me with a very complicated Zoho One implementation including CRM and many of the other apps. He does what he says on time.”
Frequently asked questions.
Can we really have every client on one page?
Yes, once your systems are connected. We design the page around what your team needs to see, and pull the details from your CRM, accounting, customer service, project and messaging systems.
Do we need to replace any of our software?
No. We connect the systems you already use. Your team keeps working in the tools they know.
What if our software can’t be connected?
Many older or industry-specific programs have no connection options. In those cases, we use our own secure method to enter the information exactly as your team would, without changing your software.
What happens if a connection stops working?
Every connection is monitored. If something fails, we’re alerted, and nothing is lost: the information waits safely until the connection is restored.
Is our data safe?
Each connection only accesses the information it needs. We build with GDPR in mind, and custom apps are hosted in the EU.
Who looks after the connections once they’re live?
We do. We monitor them, keep them running when your software is updated, and document everything so you always know what’s connected.
Can you build something new if nothing on the market fits?
Yes. We build simple apps and portals for processes that off-the-shelf software doesn’t cover.
Stop copying. Start connecting.
Tell us which systems you use, and we’ll show you where information is being copied by hand and what bringing every client onto one page could look like for your business.