IT consultancy with 25 people
Pain
Document-based quotes, 5-7 days average.
Solución
Online quoting with templates and internal approval.
Quotes in < 8 hours
Case · B2B services
Your B2B sales cycle gets shorter
B2B doesn't close fast by accident: it closes fast when the quote ships in hours, the CRM nudges follow-ups, and the invoice fires on signature. We build exactly that for service companies.
What every late quote costs
In B2B services, quoting speed predicts close better than price. A 24h quote converts 3x more than a 5-day quote, and most mid-sized firms take 3-7 days on average. Reason is always the same: quoting is manual.
- Quotes assembled in documents with copy-paste
- Pipeline in a shared spreadsheet no one updates
- Follow-ups forgotten and leads gone cold
- Invoice issued 2 weeks after signature
What we build
The stack that shortens the cycle
Online quoting
Templates with your services, prices, volume discounts and terms. Your team quotes in minutes, not hours.
- Service catalog with flexible pricing
- Internal approval for discounts > X%
- Quotes shared via link with open tracking
CRM with visible pipeline
Each opportunity with stage, owner, next action and probability. Management sees forecast in real time, not in spreadsheets.
- Pipeline configurable by client type
- Weighted forecast by stage and probability
- View by rep, vertical or account size
Automated follow-up
Email + WhatsApp sequences configurable by stage. The rep steps in when the client replies, not before.
- Sequences by pipeline stage
- Auto-pause when client replies
- Templates with merge tags and personalization
Pricing and billing
Internal calculator with your pricing models and connection to your electronic invoicing system.
- Complex pricing models (per user, volume, etc.)
- Local electronic invoicing integration
- PO generation and recurring billing
Real cases
What we see in production
B2B marketing agency
Pain
Pipeline on a shared board, management blind on forecast.
Solución
CRM with stages, probability and forecast dashboard.
Forecast 85% accurate quarterly
Industrial services company
Pain
Billing 3 weeks after signature.
Solución
ERP integration with automatic issuance on close.
DSO from 45 to 28 days
FAQ
What B2B companies ask us
Does it replace enterprise CRMs?
For mid-sized companies, yes. For 50+ reps with highly specialized processes, we complement: your enterprise CRM stays, we build what's missing (quoting, follow-up, pricing).
What about my electronic invoicing?
We integrate with your current issuer so the invoice fires automatically when the opportunity closes. If you issue directly with the tax authority, also works.
How long does implementation take?
8 to 12 weeks for mid-sized companies. First 4 weeks: quoting + basic CRM (what moves the needle first). Next 4 weeks: automation, integrations and dashboards.
What if my sales process changes every year?
Even better. The system is built configurable: pipeline, stages, templates, approval rules — all adjusted without touching code. That's the main reason rigid SaaS fails.
Ready to put your channels on autopilot?
Let's talk about your project. No commitment, no pressure.
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