Do you keep piecing together figures, enquiries and tasks?

Familiar situations

Where Workspace makes the difference.

For each situation: what you see in Workspace and which source it needs.

• 01

  To see your figures, you open several systems and a spreadsheet.

  What you see

  Revenue, invoices, scheduling and enquiries in one overview, so you see where you stand without digging.

  Source

  Your accounting, scheduling, exports or Excel files.

• 02

  You only hear late that an enquiry or quote has been left waiting.

  What you see

  What is waiting, for how long and who owns the follow-up, so you can step in sooner.

  Source

  Your mailbox and wherever you track enquiries or quotes.

• 03

  Your team keeps writing similar replies from scratch.

  What you see

  AI sorts incoming email and prepares a draft reply. Your team reviews, adjusts where needed and sends.

  Source

  The mailbox or mailboxes where enquiries arrive.

• 04

  Outstanding invoices only stand out once they are already overdue.

  What you see

  What is outstanding and what is past due, so you decide per customer which follow-up is needed.

  Source

  Your accounting.

Also possible, when the data is there.

• 05

  You are not sure which subscriptions, IT services and fixed costs run every month.

  What you see

  Recurring payments per supplier, so you can check for yourself what you still need.

  Source

  Your accounting. It does not show whether a subscription is still used.

• 06

  Your advertising agency reports, but you want to see the figures yourself.

  What you see

  Advertising and website figures next to your enquiries and revenue, so you discuss results with your agency using your own figures.

  Source

  Your advertising and analytics accounts, where the data is available and a connection is possible.

Is it a fit?

Sometimes you don't need it.