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DELTAPRO
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10 · Business processes & management

Integrated CRM and centralised business management

Connect clients, sales, documents, tasks and business data in a single system adapted to the way your company works.

We design, implement, connect to your tools and maintain it — adapted to your process.

Example workflow

  1. 1Email, calls, documents, sales
  2. 2Connected systems
  3. 3Central business overview

The problem it solves

Client details sit in email, sales in a spreadsheet, documents in folders and tasks in chat messages. Answering a simple question like "where are we with this client?" means checking several places.

How it works

  1. 1

    Review of existing tools

    We review the software and processes you already use.

  2. 2

    Connecting systems

    We connect the systems available, introducing a new CRM only if it's genuinely needed.

  3. 3

    Central overview

    We build an overview of clients, sales, tasks and documents in one place.

  4. 4

    Reporting

    We add reports and, where it makes sense, analytics that support decisions.

What you get from the implementation

  • An analysis of your existing tools and data flows
  • Modules as needed: CRM, quotes, tasks, documents, calendars, reporting and AI analytics
  • Integration of existing systems instead of needless replacement
  • A central overview tailored to roles in your team
  • Monitoring, maintenance and improvements, as agreed

Let's discuss a solution

Describe how this process works in your company today. We'll suggest how to automate it and connect it to the tools you already use.

We reply within one business day. The first conversation is without obligation.

Request a consultation
See the full catalogue
  • 09Business processes & management

    Automated client onboarding

    From an accepted quote to the start of work, the system organises the collection of documents, initial information and next steps.

    1. Quote accepted
    2. Tasks and instructions
    3. Documents collected
    4. Kick-off meeting

    Benefit: A faster start, fewer admin slip-ups and a more professional client experience.

  • 01Communication & scheduling

    Automatic reply to missed calls

    Every missed call can be lost business. The system automatically messages the person you couldn't call back and lets the conversation continue.

    1. Client calls
    2. Call not answered
    3. Automatic message
    4. Conversation continues

    Benefit: Fewer lost inquiries and faster contact with potential clients.

  • 02Client retention & reputation

    Automatic review collection

    Satisfied clients often forget to leave a review. We automate a polite invitation to rate your service after a completed purchase or visit.

    1. Service completed
    2. Message with link
    3. Client review
    4. Company reply

    Benefit: Easier collection of genuine reviews and a stronger online reputation.