01
Workflow automation
Fixed steps that always go the same way, we let the computer do. Reliable, fast and without typos.
- Fixed steps automated
- Error-free & repeatable
- Logged end to end
01 / ServicesAutomation · Workflows
Repetitive work gone, without re-typing.
Every day your team moves data by hand from one screen to another. We automate those workflows — from quote to invoice, from inbox to CRM — so people get to the work that actually matters.
02 / What you get
Workflows that run themselves.
02
Quote → invoice
An accepted quote becomes an order and an invoice automatically. No re-typing, no forgotten lines, no delay.
- Quote to order
- Order to invoice
- Straight into accounting
03
Inbox → CRM
Incoming requests and emails land automatically as a lead or task in your CRM, with the right fields filled in.
- Request to lead
- Fields filled automatically
- Nothing slips through
03 / When this pays off
Sound familiar? Then this is for you.
- Your team re-types the same data from one system into another.
- You still create quotes, orders and invoices step by step by hand.
- Requests sit in an inbox and reach the CRM too late.
- When it's busy, tasks fall over because everything is manual.
- You know it could be faster, but no one has time to set it up.
04 / Integrations
Connects the systems you already use.
- Exact
- Moneybird
- HubSpot
- Pipedrive
- Outlook
- Gmail
- Slack
- Teams
- Make
- Zapier
- Your own APIs
05 / Frequently asked
What you want to know about automation.
Q1Can you automate workflows between systems we already use without switching?
Yes — we connect your existing tools (Exact, HubSpot, Gmail, Slack and more) without requiring you to change systems. No rip-and-replace, no new licences.
Q2What if a step in the workflow still needs manual approval?
We build approval checkpoints in wherever you want them. The rest runs automatically; only exceptions land on your desk.
Q3How fast is the first workflow running automatically, and what does it cost?
The first automated workflow is typically live within 2–4 weeks. Projects start from €8,000 — in a free scan we show how many hours per week can be freed up.
Q4What happens if one of the connected systems updates and the integration breaks?
We actively monitor all integrations and resolve failures before you're affected. That's included in our maintenance — no extra cost per incident.