From the first appointment to the paid invoice
For agencies, consultancies, practices and studios. Customers book online, enquiries land in the shared inbox, projects track time, and the invoice is created from the project. Everything is attached to the same contact.
What it often looks like today
- An online booking calendar that knows nothing about your customer base
- A shared mailbox where it’s unclear who replies
- A spreadsheet of leads and follow-up dates
- A separate tool for time tracking
- Invoices as text documents, payments ticked off by hand
- A newsletter tool with its own address list
The typical shelf for service providers
Seven apps that service providers usually start with: CRM, E-Mail, Kampagnen, Termine, Aufgaben, Inhalte and Finanzen. A studio may only need Termine and Finanzen, an agency more likely CRM, Aufgaben and Finanzen. Every app can be booked individually — the shelf is a suggestion, not a package.
One engagement, from the first meeting to payment
Booking, lead, quote, project and invoice stay on the same contact. You always see where an engagement stands.
Example: new website for Muster GmbH
TermineFirst meeting booked online
The managing director of Muster GmbH books a first meeting via your website. A reminder goes out before the appointment, and the booking lands in the CRM.
CRMLead with stage
In the CRM, Muster GmbH appears as a lead in the first-meeting stage. The scoring shows why the lead is rated high or low.
E-MailFollow-up from the shared inbox
Questions are handled through the shared inbox. You assign the conversation to your project manager; standard replies come from the text snippets.
FinanzenQuote and order
The quote is created in Finanzen. Once accepted, it becomes an order and a project in Aufgaben.
AufgabenProject with time tracking
The team records time directly on the project. Muster GmbH follows progress in the customer portal.
FinanzenInvoice from the project
The recorded hours become a Swiss QR-bill. You reconcile the incoming payment via camt import; unpaid invoices go into the reminder process.
What the apps bring to service providers
- CRM
- Leads with stages and explainable scoring
- A cockpit per customer with contacts, activities and history
- Reminders for follow-ups and contract renewals
- Duplicate detection
- E-Mail
- Shared inboxes with assignment and status: open, in progress, done
- Your own mailboxes via IMAP/SMTP
- Scheduled sending and text snippets
- Rules for recurring workflows
- Kampagnen
- Newsletters with email builder
- Segments by customer group or interest
- Journeys for automated workflows
- Double opt-in and preference centre
- Termine
- Online appointment booking via your website, with reminders
- Courses and workshops with waiting list
- Deposit at the time of booking
- Cancellation rules that apply equally to everyone
- Rooms and people without double booking
- Aufgaben
- Projects as board, list or calendar
- Time tracking directly on the project
- Work reports on the work performed
- Customer portal for your clients
- Inhalte
- Page builder for your website
- Collections for services, references or team
- Forms and media management
- Content API (REST and GraphQL) for your own website
- Finanzen
- Invoice from the project, with Swiss QR code
- Quote, order, invoice and credit note in one chain
- Payment reminders for open items
- camt import of bank statements
- Double-entry accounting and VAT per period
Frequently asked questions
Yes. The E-Mail app connects your existing mailboxes via IMAP and SMTP. Your email provider stays the same.
See your next engagement in Scorebase
In the demo, we run through one of your jobs — from booking to Swiss QR-bill — and clarify which apps to start with.