Automation for ERP & CRM
We automate the processes around your ERP and CRM, from the order to the invoice. Your team only checks what really needs a decision.
Typical processes
We start where most time is lost. Each process is a module of its own.
Orders arriving by email, PDF, Excel, web shop or API are read and created as complete orders. Scanned PDFs included.
Invoices, delivery notes and confirmations are read, checked and matched to the right transaction.
Your systems exchange data automatically. What changes in one system is up to date in the other.
Reports are created automatically and arrive in your inbox on time.
Contacts, enquiries and quotes stay up to date without anyone typing them in.
Customers and team automatically learn what they need to know.
From our projects
Examples from our work. We only name our clients with their consent.
Trade fair construction · Order entry
Orders from a major client arrived as PDFs and were typed into the ERP by hand. Today an automation reads every order and creates the customer, order and bill of materials itself.
The work of 1.5 to 2 positions is gone completely.
ERP software vendor · Internal processes
For a maker of ERP software we automated internal processes, such as lead status updates and handing tickets over to Slack.
Done within a few days, with little explanation needed.
Dental practice · Appointment reminders
Patients are reminded automatically by SMS or email, seven and two days before their appointment. Rescheduled and cancelled appointments are recognised by the system.
Daily sync with the appointment calendar, no duplicate messages.
Systems
The only requirement is an interface (API). Then we connect any system. Including yours.
We work closely with work4all.
We are in direct contact with work4all GmbH. For work4all users this means short paths and experience from ongoing projects.
How we work
30 minutes, free of charge. We get to know your process and tell you honestly whether automation pays off.
We test with real examples whether and how it works. Only then do you commit.
You know in advance what you get and what it costs. You decide module by module.
We build, test together with your team and go live step by step.
The code and documentation belong to you. If you like, we keep supporting and extending it.
Support
What we build should still run in three years. That is why we monitor it and adapt it when something changes in your business. With fixed response times.
If something does not run as planned, we know right away.
We fix issues quickly and tell you what happened.
Small changes are included in the support plan.
New modules are added when you are ready.
Any company where staff regularly transfer data from one system to another. In the intro call we tell you honestly whether it pays off for you.
No. We work with your existing systems. The only requirement is an interface (API).
They are never guessed. The automation passes them to your team for review, with a note.
Usually within four to six weeks. We go live step by step so your team gets relief early.
After testing with your data you receive a fixed price per module. Only then do you decide.
The code and documentation belong to you. Every solution is documented so that other developers can carry it on.
30 minutes, free and without obligation. We tell you honestly what pays off. And what does not.
