Faster quoting
A library of quote modules, a document generator with a branded layout, online quote approval by the client.
Industry
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.
Starting point
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 changes
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.
The order
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.
Modules we roll out in b2b services
Each module describes one process from input to output — with screens, the flow and the roles that work on it.
Projects & Implementations
Project Management
The team is getting lost in a tangle of tasks and you’re losing control of implementation timelines? The Projects module lets you manage all work end-to-end using Kanban boards and Gantt charts, giving the whole team one consistent view of progress. Built-in AI algorithms automatically generate status summaries and help refine the details of individual tasks.
Projects & Implementations
Project Budget and Margin Control
Losing control over costs and time during project delivery? The Projects module continuously compares your planned budget with actual expenses and logged hours, giving you a full margin picture. Built‑in AI Reports automatically analyse entered data and forecast the final financial outcome.
Projects & Implementations
Project Time Tracking
Losing control of implementation profitability and your team’s time? The Projects module enables precise logging of hours against tasks and ongoing budget monitoring. Built-in AI algorithms automatically optimize resource allocation and generate weekly work summaries.
Service
Service Team and Calendar Planning
Spending too much time manually building schedules and fighting overlapping service trips? The Service module lets you plan a collision-free order calendar, manage field visits, and continuously monitor technician workload. Artificial intelligence analyses execution times and availability to help you build optimal, waste-free schedules.
Projects & Implementations
Project Kick-off
Losing control of the schedule and budget right after signing a customer contract? The Projects module lets you smoothly move from order to delivery, centralising management of project phases, team and working time. Built-in AI algorithms automatically summarise meetings and help generate task plans, saving you time.
Projects & Implementations
Project Schedule Planning
Losing control of deadlines and dependencies in complex implementations? The Projects module lets you break the scope down into concrete tasks, group them into milestones, and track progress on a Gantt chart. Artificial intelligence automatically generates plans, optimises task naming, and highlights potential delay risks.
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.
Other industries
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