Faster quoting
A library of quote modules, a document generator with a branded layout, online quote approval by the client.
Process applications for B2B service companies
We digitalize processes in agencies, law firms, design studios and consulting firms. From the client’s first email, through the quote and project, to the invoice and management report.
What most often slows service companies down?
- Quotes written "from scratch" every time — no library of standards
- Working time logged at the end of the week from memory (and often underestimated)
- Project status known only after an internal email or meeting
- Manual invoicing from spreadsheets — easy to make mistakes and delays
- No real-time data on project profitability
What do you gain after digitalization?
Time tracking without the pain
Employees log time in seconds (mobile, desktop, Slack/calendar integrations). Management sees project profitability in real time.
Full visibility into project status
A dashboard with the progress of every project, deadlines and blockers. The client has access to their own project page.
Automatic invoicing
The invoice is generated from logged working time and project stages. No manual re-keying.
Processes we most often digitalize in service companies
B2B quoting
Module library, quote builder, online approval, automatic CRM follow-up.
Project management
Stages, milestones, tasks, client communication in one place.
Time tracking and billing
Time logging, profitability reports, invoicing from timesheets.
Client inquiry handling (lead management)
Forms, lead flow from inquiry to quote, email integration.
Client onboarding
Checklists, automated emails, documents, tool access — a single application.
Applications we implement in b2b services
Browse selected applications from our catalog — ready-made starting points that we tailor to your company.
Frequently asked questions — b2b services
Everything worth knowing before starting digitalization in your industry.
CRMs are generic and mainly suit simple sales. Process applications for B2B services cover the full cycle: lead → quote → project → invoicing → profitability reports. A classic CRM ends at signing the contract; we go further — all the way to closing the project and analyzing the profit.
Yes. We integrate with popular accounting tools via API or file export (XML, JPK). Invoices from the process application flow automatically into accounting, without manual re-keying.
Yes — without additional licenses. The client receives a link to a dedicated page for their project: progress, documents, invoices, communication. This builds trust and reduces status emails.
Only if it is poorly designed. Our solutions let you log time in 2–3 seconds (mobile app, calendar integration, keyboard shortcuts). After a week it becomes a habit, and the gains from profitability and better quoting more than offset the cost.
Let’s optimize the processes in your service company together
A free consultation — we will show you concrete implementations in agencies and law firms similar to yours.
Book a free consultation