Automation
Six tracks, one team.
04 / 06
Automation
Most of what your team does by hand every day is the same steps repeated. A system can do most of it.
Process automation
End-to-end automation of quote, order, invoice and booking flows.
Integration
Connecting your site to CRM, accounting, email and messaging tools.
Reporting
Scattered data pulled into one dashboard, with reports sent automatically.
Alerts and reminders
Booking, payment and delivery reminders going out with nobody chasing them.
Solutions
Quote and contract preparation
From an incoming request to a branded PDF quote, every step runs on its own. You only approve.
- The request arrives by email or form
- Prices follow the rules in your price list
- Goes to the customer after your approval
Order and delivery note processing
Orders that arrive by email, WhatsApp, Excel or PDF are read and entered into your system on their own.
- Orders from every channel land in one place
- Stock, price and limit are checked
- If it is unsure, it asks you
Receivables follow-up and reminders
Open invoices are scanned every day, customers get a reminder in the right tone, and those who pay drop off the list.
- Open invoices are scanned every day
- Reminders by email, WhatsApp or SMS
- A risk summary goes to the manager
Automatic management report
Sales, e-commerce and CRM data is gathered overnight and reaches you in the morning as a clean summary.
- Scattered data is gathered in one report
- Arrives in the morning as PDF, email or WhatsApp
- Unusual changes are noted
Shipment tracking and notifications
Shipment status is followed on its own, the customer is kept informed, and you hear about a delayed parcel in advance.
- Carrier status is pulled automatically
- The customer gets notifications
- Warns you when something is delayed
Competitor price monitoring
Competitors' public prices are scanned regularly, you are told when something changes, and a price suggestion is prepared.
- Competitor sites and marketplaces are scanned on a schedule
- A rule-based price suggestion is prepared
- Alerts on changes, all in one dashboard
Booking and reminders
Customers book online, it lands in your calendar, and confirmation and reminder messages go out by themselves.
- Online booking linked to your calendar
- Reminders by WhatsApp, SMS and email
- Aims to cut no-shows and refill cancelled slots
Process analysis and roadmap
A free process analysis: we list your repetitive tasks and show what can be automated and where to start.
- Free, no commitment
- Repetitive tasks are listed and measured
- Starts with a small pilot
How we
work
No surprises. Four steps, clear deliverables.
- 01
Discovery
We talk about your business, your customers and what slows you down most. Output: scope and price.
- 02
Design
Structure and interface. Not a line of code before you approve it.
- 03
Build
Development, integrations, testing. You get a live preview link throughout.
- 04
Launch
Go live, measurement, handover training. Support continues after.
Less
manual work.
More
sales.
05 / Contact
Got a project?
Write a few sentences about what you have in mind. We will work out the scope and timeline and come back with a firm quote.
hi@wiozlab.com