You do everything twice
On site you jot something down. In the evening you type it into Excel. The next day you type the same thing into Word for the quote. And again into the invoice.
CRM for SMEs · Web app
Simple software for small businesses in South Tyrol. Jobs, quotes and backoffice directly from the phone, wherever you are. No double entry, no Excel sheets, no slips of paper in the van.
On site you jot something down. In the evening you type it into Excel. The next day you type the same thing into Word for the quote. And again into the invoice.
By day you are with the customer, in the evening you start with quotes, jobs, invoices. While others are at home, you sit at the laptop.
The customer calls, asks where things stand. You have to call back because your notes are at home. Your colleague does not know either, has their own slips.
Printer, files, desk. You cannot get out, the paper holds you back. While you would rather be on the job.
What you note in the app at the customer is immediately in the quote, in the job, in the invoice. No more retyping, no typos.
You do the quote in the car between two customers. You send the order confirmation over coffee. You log hours when you finish. Evening is evening.
You, your team, the customer see the same status. Phone call? Open the job, everything is there: notes, photos, emails, appointments. Reply in five seconds.
All admin runs in the browser. From the phone on site, from the iPad with the customer, from the laptop at home. You no longer need a desk.
Over coffee a WhatsApp enquiry comes in. You add the customer in the app right away, 30 seconds.
You take photos, measurements, notes, all in the job. Your colleague sees it instantly, adds the material list.
In the car before the next appointment: open template, items pre-filled, price, send. Four minutes.
Push on your phone: the customer viewed the quote in the portal and accepted with one click. The order confirmation goes out automatically.
Hours booked, material in, job status running. No more office hour in the evening.
of office time saved, because the double typing falls away. More time for customers, family or new jobs.
instead of five Excel sheets. Jobs, customers, hours, material, invoices, all in one place, on every device.
for you, your team, your customer. End of who said what.
The phone holds everything the desk used to hold. Make a quote, send an invoice, confirm an order in one click, log hours, add a customer, send a reminder. All from the phone, any time. You do not have to go back to the office, you do not have to boot the laptop.
Your data stays in Europe. GDPR-compliant. No reading from overseas.
From the phone to the database. Nobody sees your customer data, except you.
No subscription that gets more expensive every year. The system is yours. If you leave, the data comes with you.
Measure on site, hours straight from the phone. Order confirmation right after the appointment.
Appointments, intake forms, follow-ups. All digital, no reception stress.
Orders, delivery lists, regular customer care without Excel chaos.
Project phases, fee stages, customer status always clear.
Free first call, in person in Prad am Stilfserjoch or online. Possible funding from the Province of Bolzano is checked right away.