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Professional and B2B services

More billable hours, fewer admin hours.

For consultancies, firms, agencies and B2B service companies that want their talent focused on clients, not paperwork.

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Company in professional and b2b services

Common challenges

“Proposals and quotes built from scratch every time.”

“Knowledge scattered across emails, folders and people.”

“Too many non-billable hours on internal tasks.”

“Little visibility on real profitability per client or project.”

What we do

01

Proposal generator

Proposals built from templates, past cases and rates, ready for review.

02

Internal knowledge assistant

Instant answers on the firm's procedures, projects and documentation.

03

Internal task automation

Client onboarding, reports, time tracking and invoicing without manual work.

04

Sales pipeline

Opportunity tracking and automatic reminders in the CRM.

05

Project profitability

Hours, costs and margins per client in a dashboard.

Case

[PLACEHOLDER] Example case

Challenge

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Solution

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Result

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Shall we find your room for improvement?

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