1. Handling enquiries
An enquiry from a form or email goes into the CRM, gets an owner and a response deadline. The client gets a confirmation within a minute, and the salesperson gets a reminder if they have not replied within the day.
2. Quotes and contracts from templates
Client data from the CRM goes into the quote and contract template, and the document is sent for electronic signature. No more retyping the company name and tax ID into Word.
3. Client onboarding
Once the contract is signed, the system sets up the project, folder and communication channel, sends the client a kickoff survey and schedules a meeting. Everything in the same order, every time.
4. Time tracking
Time is logged against tasks, not from memory on Friday. People who have not filled in their day get a reminder. Without this you cannot tell which projects are profitable.
5. Invoicing based on time or milestones
A closed milestone or billing month generates a draft invoice with hours and rates. Someone approves it, and the invoice goes to KSeF and to the client.
