01

Sales and client follow-up

• Automatic follow-ups with prospects who have not replied, stopping as soon as they do
• Client record created automatically for every request received (form, email, Facebook)
• Prospects sorted by priority based on their answers
• Follow-ups on quotes sent but not yet signed
• Reminders when an important client has not been contacted in a while
• Thank-you message and Google review request after a sale

02

Scheduling and calendar

• Online booking based on your real availability
• Email or text confirmations and reminders to reduce no-shows
• Follow-ups with clients who cancelled, offering a new slot
• Syncing several calendars: team, rooms, equipment
• Reminders for recurring appointments, such as yearly maintenance

03

Email and communications

• Automatic inbox sorting by type of request
• Ready-to-send replies to frequent questions
• Requests forwarded automatically to the right employee
• Documents sent as soon as a step is completed
• Daily summary of what is waiting for a reply

04

Billing and payments

• Invoices created from a completed project or work order
• Automatic reminders for unpaid invoices
• Online card payment, with the receipt sent automatically
• Subscriptions and recurring billing
• Sales and expenses sent to your accounting software, when it allows it
• Supplier invoices received by email filed automatically

05

Reports and dashboards

• Weekly report sent automatically on Monday morning
• Always up-to-date dashboard for sales, hours or production
• Numbers from several tools compiled into a single Excel file
• Alerts when an indicator goes off track

06

Data and integrations

• No more copy-paste between two applications
• Cleaning and de-duplicating client lists
• Automatic import of files received (CSV, Excel)
• Automatic backups of your important data

07

Documents and paperwork

• Contracts, quotes or letters generated from a template
• E-signature with tracking and reminders
• Online forms that replace paper and PDFs
• Documents filed automatically in the right folders
• AI extraction of information from invoices or forms received

08

HR and team

• Onboarding new employees: documents, accounts, task list
• Time-off requests with approval and schedule updates
• Timesheets compiled automatically
• Deadline reminders: training, certifications, reviews
• Schedules and changes shared with the team

09

Customer service

• Automatic acknowledgment with the expected response time
• Service requests tracked from start to finish
• Satisfaction survey sent after each service
• AI assistant that answers simple questions on your site, day and night
• Portal where clients follow the progress of their file

10

Marketing and social media

• Scheduled posts on Facebook, Instagram and LinkedIn
• Newsletter sent to the right client segments
• Welcome emails for new subscribers
• Automatic offers on birthdays or renewal dates
• Tracking where clients come from, to know which ads work

11

Inventory and operations

• Low-stock alerts with a purchase order prepared automatically
• Client notified at every step of their order
• Tasks and routes planned according to priorities
• Preventive maintenance reminders for equipment and vehicles

12

Applied AI

• Draft email replies, to review before sending
• Summaries of documents, meetings or calls
• Writing product descriptions, posts or quotes
• Assistant connected to your documents that answers employees’ questions
• Sorting and analyzing client feedback

13

Compliance and security

• Confidentiality incident register kept up to date (Law 25)
• Handling requests to access or delete personal information
• Automatic deletion of data at the end of retention periods
• Renewal reminders: permits, insurance, contracts, licences