Professional Services & Consulting
Software for consulting firms and IT service providers: a CRM with a sales pipeline, project time tracking and a customer portal that share the same data instead of siloed tools.
Sub-industries
Matching solutions
CRM & Appointment Booking
Starting Point: Leads and appointments are managed across calendar, email and memory.
- CRM and sales pipeline
- Lead capture and qualification
- Online appointment booking
Every lead and appointment is visible in the same system, for the whole team.
AI building block details: Lead Qualification Agent
- Task:
- Asks pre-qualifying questions (budget, timeline, need) and ranks inquiries by priority.
- Inputs:
- Answers from a form, chat or phone call.
- Output:
- Qualified lead record with priority in the CRM.
- Human approval:
- Final ranking and next steps remain a decision of the sales team.
- Integration:
- CRM, website form, telephony.
- Privacy:
- Processes personal contact data; storage location and retention periods are defined per project.
Quotes & Contracts
Starting Point: Quotes and contracts are assembled by hand from old documents.
- Quote generator
- Digital contracts and signatures
Quotes are generated from templates instead of copied from old documents.
AI building block details: Quote Assistant
- Task:
- Drafts a structured quote proposal from key data for review.
- Inputs:
- Scope of work, quantities/measurements, stored price lists or past quotes.
- Output:
- Draft quote (PDF/document) with line items, quantities and prices.
- Human approval:
- Draft is always reviewed and approved by a staff member before it is sent.
- Integration:
- ERP/inventory system, accounting software, email.
- Privacy:
- Processes customer and project data from the request; details are defined per project.
Project Management & Time Tracking
Starting Point: Capacity and project time can't be evaluated across projects.
- Project management
- Tasks and milestones
- Capacity planning
- Project-based time tracking
Capacity becomes visible before a project gets overbooked.
Billing & Retainers
Starting Point: Different hourly rates and recurring services are billed manually.
- Different hourly rates
- Budget and margin control
- Progress and final invoices
- Recurring services and retainers
Invoices are generated directly from recorded project time.
AI building block details: Invoicing & Reminder Assistant
- Task:
- Drafts invoices from service data and reminds about overdue payments.
- Inputs:
- Service/time-tracking data, payment status from accounting.
- Output:
- Draft invoice, payment reminder on a stored schedule.
- Human approval:
- Invoices are reviewed and approved by a staff member before sending.
- Integration:
- Accounting software, time tracking, email.
- Privacy:
- Processes customer and payment data; storage location and retention periods are defined per project.
Customer Portal & Tickets
Starting Point: Document exchange and status updates run through scattered email threads.
- Customer portal
- Document exchange
- Ticketing system
- Meeting summaries
- Automatic CRM updates
Customers find documents and status in one place instead of an email thread.
AI Agents for Sales & Follow-Up
Starting Point: Open quotes and inquiries don't get followed up systematically.
- Quote and reporting assistant
- Internal knowledge agent
- Voice agent for appointments and lead qualification
- Follow-up agent for open quotes
- Email agent for inquiries and documents
Open quotes get automatically followed up instead of going stale.
AI building block details: Follow-up Agent
- Task:
- Automatically reminds about open quotes or unanswered inquiries and drafts a follow-up message.
- Inputs:
- Status of open quotes/inquiries, time since last contact.
- Output:
- Follow-up draft (email) or reminder in the CRM.
- Human approval:
- Sending the follow-up draft is approved by a staff member.
- Integration:
- CRM/sales pipeline, email.
- Privacy:
- Processes contact and quote data; storage location is defined per project.
For this industry, we develop tailored solutions individually based on your processes.
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