Use cases · SMEs & teams
Automation for SMEs and their teams
When several people share the same tools, slips cost a lot: an untreated request, a quote never chased, a missing figure in a meeting. Here are the typical frictions of small teams — and the automations that fit.
What’s holding you back
Concrete friction, not buzzwords
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The generic inbox gets everything, but nobody always knows who replied to what.
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Two salespeople can chase the same lead — or miss an incoming request.
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Open quotes have no shared follow-up calendar.
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Every Monday, someone spends time gathering last week’s numbers.
Relevant automations
What we can set up for you
Each link goes to the package detail — price, content, lead time.
Smart email sorting
Each request is routed to the right person, with a summary at the top.
See detailsAutomatic quote follow-ups
A shared follow-up calendar, visible to the whole sales team.
See detailsMonday-morning activity review
Key indicators and points to decide this week, in your inbox.
See detailsCustom automation
For an internal process that exists nowhere else.
See detailsA concrete example
What it looks like day to day
A services SME shares a generic inbox across several salespeople. Before, an incoming request could sit unanswered because nobody knew who owned it, and follow-ups depended on each person. Now each message is routed to the right person, and unanswered quotes are chased on a shared calendar — visible to the whole team.
Next step
Let’s look at what’s actually slowing you down
Describe your situation in a few questions. Free quote, personalised reply.