Process review
We walk through an order from the first call to payment and shipping. We note who does what, where data is entered twice and where it gets lost.
We bring clients, orders, inventory and team tasks into one system built around your processes. No per-user fees.
Spreadsheets, messengers and three separate tools hold up while a company is small. As orders grow, data gets lost between them. Your own system brings it all into one place and shows what is happening in the company today.
We walk through an order from the first call to payment and shipping. We note who does what, where data is entered twice and where it gets lost.
We describe sections, roles and access rights and draw a prototype of the screens. You see the future system before coding starts and can change it.
We start with what hurts most: for example, order tracking or inventory. The first version goes into use, and the remaining sections are added in stages.
We move clients, products and stock from Excel, an old CRM or accounting software, so the team does not start with an empty database.
We connect your website or online store, telephony, email, messengers, payments and delivery services. Requests reach the system without manual copying.
We show the team how to work in the system and write short guides for each role. After launch we adjust the system as your processes change.
The set of sections is defined after the process review. Below is an example for a trading or service company.
A client card with the history of requests and a deal pipeline: you see the stage of every order and who is responsible for it.
Receipts, write-offs, transfers between warehouses and reserves for orders. The system warns you when a product is running low.
Tasks with deadlines and owners are linked to a client or an order. A manager sees the team’s workload without daily meetings.
Sales, stock, debts and managers’ performance on one screen. Figures update on their own, with no spreadsheet merging at month end.
Website, telephony, email, messengers, payments and delivery exchange data with the system automatically.
A ready-made service is faster to launch. Your own system pays off when processes are non-standard or the team is growing.
The cost depends on the number of sections, roles and integrations, so we estimate it after the process review. You get a quote broken down by stage and can start with the first version and add the rest later.
It depends on the scope. We split the work into stages: first we launch the section you need most, then add the others. The timeline for each stage is stated in the quote.
You rent a ready-made service and pay for every user, and its features are the same for all customers. A custom system is built around the way you work, keeps data on your server and has no per-user fees.
Yes. Products, stock, receipts and write-offs are a section of the same system where clients and orders are kept. A manager sees availability while placing an order, and the warehouse gets a shipping task right away.
Yes. We migrate clients, products, stock and order history from Excel, Google Sheets, another CRM or accounting software. Before migration we clean the data of duplicates.
With a website or online store, telephony, email, messengers, payment services, delivery services and accounting software. The only condition is that the service has an API or another way to exchange data.
We stay on support: we fix bugs, add sections and change the system as your processes change. The code and the data belong to you.
A CRM (Customer Relationship Management) is a system where a company keeps its clients, orders and communication with them. In practice a business needs more: next to sales there are inventory, purchasing, team tasks and reports. That is why we build a CRM as a single system where all these parts are connected.
Business automation starts with describing how the company works today. After that it is clear which actions the system can do on its own: create an order from a website request, reserve a product, assign a task to a manager, remind a client about payment, build a report.
Inventory is part of the system: receipts, write-offs, transfers, stock counts and balances for each warehouse. It works in a browser and on a phone, so a warehouse worker enters data right where the goods are.
For an online store the system takes orders from the website and tracks stock and delivery statuses. For manufacturing it tracks orders, raw materials and production stages. For service businesses it handles bookings, staff schedules and repeat visits.
| Business | What we automate |
|---|---|
| Online store | Website orders, stock, delivery statuses, repeat sales |
| Wholesale & warehouse | Product records, reserves, shipping, client debts |
| Manufacturing | Orders, raw materials, production stages, cost |
| Services | Client bookings, staff schedule, reminders, repeat visits |
| Repair & auto service | Repair requests, spare parts, job statuses, client history |