SquidWeb Solutions
Automated solutions to productivity bottlenecks, removing menial tasks and creating efficient workflows
Automated accounting
How SquidWeb robots can be used to automate reoccurring invoices
With SquidWeb robots the time consuming tasks of the accounting process can now be almost entirely automated.
Our robots can be used to automatically generate and send reoccurring invoices, warnings and payment orders, as well as team reminders and alerts for overdue payments, incoming request or KPI targets.
Daily update robots
Automatic daily morning updates for teams and individuals
Every morning SquidWeb robots provide a list of all the ongoing project, mailbox, accounting and KPI information directly to the users via the SquidWeb messenger.
The updates are tailored to the specific team or user, all message items are link to the relevant page in SquidWeb and the message can be triggered just before the team comes online for the day.
Daily planning and team meetings are fast and cost effective.
Client care
Automating CRM for the Sale team
Our system sends regular reminders to the sales team to remind them which contacts have been not been contacted recently. The process is is entirely automatic, the team receives ToDo activities to remind them to reach out to the clients and touch base.
The process is repeated at set intervals and gathers all clients that have not been in touch for the past 6 month period, saving the sales team time, eliminating the need to spreadsheets, database searches or any other CRM tool. The client reminder robot is a seamless and reliable reminder system that delivers the right information to your team.
Client Suite
Progressive web app for your clients
Providing your clients with the most important tools to keep track of planned projects and the crews assigned to their projects enabling them to organize and stay on track with all the changes that may come whether foreseen or unforeseen.
The progressive web app delivers:
- Compatibility on all devices
- Permanent status of all crews, check-ins/ check-outs
- Overview of all stages of a project
- Visual cues for identifying and removing project roadblocks