Services: enquiries, meetings and invoices

Prepare replies to prospects, meeting summaries and invoice follow-up.

The pack organizes these tasks using the information you record and the channels you connect. It does not replace your invoicing software.

Included automations 5

01Après un rendez-vous : compte rendu et suite

Type your meeting notes: the client gets a clear written summary and the next step is scheduled.

02Réponse aux nouvelles demandes

Replies by email to every new enquiry within minutes and adds it to your contacts.

03Point du matin : rappels, relances et avis

Politely follows up on enquiries, proposals and invoices left unanswered, without ever insisting.

04Facture envoyée : relances courtoises à l'échéance

Overdue invoices get a tactful reminder, and everything stops as soon as they are paid.

05Réponse aux demandes reçues par email

Replies by email to every new enquiry that reaches your mailbox and adds it to your contacts.