Keeping data in sync between systems
New customers, orders or address changes are updated automatically in all your systems, not just in one.
Process automation
Your systems talk to each other. Your team stops retyping.
We connect your website, email, CRM, accounting and calendar so that data flows by itself to where it is needed. Your team takes care of the work that requires expertise.
Typical tasks
A selection of what we implement for SMEs.
Processing receipts and invoices
Receipts from your inbox are recognised, named, filed and passed on to accounting.
From enquiry to quote
An enquiry via your website or email automatically creates a customer record and a draft quote.
Appointments and reminders
Customers book on their own and receive confirmations and reminders, while your calendar stays up to date.
Reports at the push of a button
Revenue, open quotes or capacity are compiled regularly and sent by email.
Follow-ups that are never forgotten
After a few days without a reply, a quote automatically triggers a friendly follow-up or a reminder for you.
Your solution belongs to you
Automation is only good if you are not dependent on us. That is why every workflow runs on accounts owned by your company, and every solution is documented in plain language.
We build in monitoring: if a workflow ever stops working, you find out immediately – not when a customer calls to ask.
Depending on your needs, we use proven platforms such as Make, Zapier or Microsoft Power Automate. Where data should not leave Switzerland, n8n can run on a Swiss server.
Questions about this
What happens if something stops working?
Every workflow reports errors immediately by email. If you wish, we take over the monitoring and fix problems as part of an ongoing support plan.
What does it cost to run?
Besides our work, there are usually licence fees for the automation platform. We disclose these upfront so that you know the total cost.
Do we have to change our software?
In most cases, no. We connect what you already have. Only if a tool offers no interface do we discuss alternatives.
Which process costs you the most time?
Describe it briefly. We will tell you honestly whether and how automation pays off.
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