Interactive demo
From quotation to set-up in seven systems
Recreates the real workflow with fictitious data, entities and amounts: data entered once and automatic set-up in all seven systems.
Fill in the data once, send the quotation and, when it comes back signed, watch it reach all seven systems on its own.
Fictitious data and amounts- Data and quotation
- Sending
- Signature
- Automatic set-up
Quotation
Fictitious amountConservas Ejemplo, S.L.
administracion@conservas-ejemplo.example · +34 600 000 000
- Accounting and tax€150
- Payroll · 4 payslips€48
Monthly fee€198 / month
Set-up in each system
With the signed quotation, the process sets the client up without retyping anything:
CRM
PendingAccounting ERP
PendingPayroll ERP
PendingBilling ERP
PendingDocument manager
PendingMailchimp
PendingControl spreadsheet
Pending
A recreation of the process with fictitious companies, people, contacts, entities, consultants and amounts. The control spreadsheet was the tracking Excel used before the management dashboard was built.