What we do
Every request that comes into your business gets seen and handled.
Quote requests, invoices, applications, approvals, customer messages on any channel. We design, build and automate the way your business handles each one, inside the tools you already use. A person on your team approves anything with money or a promise in it.
A quote request comes in. The price is worked out from your price list. The quote goes to a person for approval, then out to the customer, and the job is on the books.
Scroll through the three steps, or tap a part of the console to see what it does.
Scroll through the three steps, or click a part of the console to see what it does.
Step 1 · We map how the work is handled today
We sit with the person who handles the work today.
They walk us through one kind of request from the moment it arrives to the moment it is done: who sees it, what they check, where it goes next, what gets filed. We write that path down in plain words. Then we run past requests through the written path to find where it holds and where it breaks.
Step 2 · We build that path into your tools
The next request moves through your business on its own.
We build the written path into the tools you already use. A new request is logged, checked against your records, priced or sorted, and passed to the right person. Anything with money or a promise in it stops and waits for a person on your team to approve it. For teams whose customers live on WhatsApp, that path can run through AelosX, our WhatsApp follow-up workspace.
Step 3 · It lives in the tools you use
Nothing new to learn. Every request leaves a record.
Your team keeps working in the inbox, chat and billing tools it uses now. Each request leaves a record of what came in, what was done and who approved it. When you change how a request should be handled, we change the written path, and the next request follows the new one.
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