Answers to frequently asked questions

A free business process audit is usually the best place to start. It shows where enquiries and time are being lost and what should be automated first.

No. You can start with one process — for example, enquiries or a sales pipeline — and gradually build a unified system without overloading the team.

No. We select a system based on business tasks, and if necessary, connect several systems or develop additional modules.

Yes. We migrate contacts, deals, and history from Excel and other systems, help clean up duplicates, and preserve data structure.

Yes. If you already have a CRM, we will conduct an audit, identify weaknesses, and refine settings, integrations, and processes to ensure the system delivers results.

Yes. Automating one problem area—such as enquiry intake, reminders, or reporting—can be enough to make a noticeable difference.

We set up automatic distribution based on rules: source, workload, queue, or responsible person. Enquiries are not lost and do not remain without a response.

Yes. We configure the sales pipeline, KPIs, deadline tracking, and clear reports so management can see stages, workloads, and bottlenecks without compiling data manually.

Yes. We bring WhatsApp, Instagram, Telegram, and other channels into one CRM workspace, with conversation history, assigned team members, and customer records.

Yes. Enquiries from the website and forms go directly into the CRM with source tracking, so no enquiry is lost.

Yes. The client chooses the service, specialist, and time themselves, while the system manages the schedule and sends reminders, reducing no-shows.

Yes. Each booking is linked to the customer and visit in the CRM, including their history, staff availability, and the option to reschedule or cancel.

Yes. We connect IP telephony — calls are recorded in the client card, missed calls become tasks, and call recordings are available in the CRM.

Yes. We connect payment and accounting systems so payments and documents are created automatically, without manual data transfer.

We review enquiries, communication channels, the sales pipeline, team performance, deadlines, the current CRM, integrations, and manual work. You then receive a prioritized improvement plan.

We show the team working scenarios based on their real tasks, provide short instructions, and support them during the first weeks of work, removing unnecessary complexity.

We stay close: we consult, refine scenarios, monitor integrations, and develop the system as your business grows.

Yes. Most work can be done remotely through calls, screen sharing, and collaborative configuration. We can also work on-site when necessary.

The basic launch usually takes a few weeks and depends on the number of processes, channels, and integrations. Exact terms are determined after the audit.

The cost depends on the scope: the number of processes, channels, integrations, and custom changes required. After the audit, we provide a clear phased plan so you can start small.