Create documents from data in tables or your CRM software

How different could be your day if you don’t have fill in documents like proposal, reservations, confirmations, contracts etc. What if you could spend more time on thinking up the best proposal, instead of looking for data in three different sources? How can...

Make a flow for onboarding new clients

Many organizations, especially in services, need to do a series of steps when they acquire a new client. Imagine the following set-up. How can automation make your life easier Everything starts when you make a deal in your CRM (Pipedrive, Hubspot or Raynet) CRM, as...