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Web app · Client follow-up

All your client follow-up, in one place.

Les Jardins du Sud is a made-up landscaping business. Its CRM brings together clients, quotes, the teams' schedule and invoices. Open it and try it, with or without a guided tour.

Open the CRM ↗

What the CRM already does

  1. Clients

    One record per client: addresses, messages, quotes and jobs, the whole history.

  2. Quotes

    Create and send a quote, see which ones to chase, track the deposit once accepted.

  3. Schedule

    The day's and the week's visits, by team; a client's request to move a visit is handled in the same place.

  4. Invoices

    Invoiced, paid, still to collect; overdue invoices are flagged.

The CRM as it is

The “Today” screen on a computer
The “Today” screen on a computer
The same screen on a phone
The same screen on a phone

For your business, I set up

  • client records, quotes, schedule and invoices fitted to your services;
  • your teams and their visits in the schedule;
  • reminders: quotes to chase, overdue tasks and invoices;
  • access on computer and phone.

PriceOn quotefixed price after a free diagnosis

Any tool subscriptions are billed separately and stated before you agree.

Admin time freed

Every month, about8.7 h

that is €303 of time freed

This is an estimate of the value of the time freed, not a guaranteed profit.

I want this for my business →

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A fictional business created for this example. An interactive example made by Atelier Sud.