To automate invoicing and payment reminders, connect the place where work is recorded (jobs, orders or timesheets) to your accounting software so invoices are created and emailed without retyping, put an online payment link on every invoice, and schedule remin...
You automate customer support without annoying customers by automating the handling of a request (logging it, acknowledging it, sorting it, routing it...
Most growing businesses end up running four or five separate systems: a CRM for sales, accounting software for invoices, an online store, and somethin...
In many companies the weekly numbers are still assembled by hand. Someone exports data from the accounting system, the CRM and the order system, paste...
Most approval processes still run on email. Someone asks for a laptop, a manager replies "fine by me", finance is copied in three messages later, and...
Most operations managers do not struggle to find things to automate. They struggle to choose. Every team has a list of tedious tasks, every software v...
If your business sells time, such as a clinic, salon, repair service, consultancy or tutoring company, the calendar is where revenue is won or lost. Y...
Most sales teams do not lose deals because reps cannot sell. They lose them because a web inquiry sat unassigned for two days, a follow-up was forgott...
Most businesses still have people retyping information that already exists on a page: invoice totals into the accounting system, application forms int...
A customer asks for a password reset and nothing arrives. An invoice goes out and the client finds it in the junk folder two weeks later. Problems lik...
Most teams start automating with a no-code tool. Someone connects a form to the CRM, then adds a Slack alert, then an invoice step, and a year later t...
A spreadsheet is a sensible way to track stock when you sell a few dozen products through one channel. It rarely fails on a single day. It fails gradu...
