One record per client, always up to date.
Calls, messages, quotes and signatures all land in the same client record, so nobody keeps the same details in three places. As a job moves forward, the calendar, the task list and the client’s status update without anyone typing.
What it replaces
Two spreadsheets and a CRM that disagree about the same client.
How it works
We map where client data lives today
Every spreadsheet, inbox and app that holds a client detail. There are usually more than you expect.
We choose one home for it
Your current CRM if it can do the job, a simple new one if not. Everything else writes into it.
Jobs move on their own
A signed proposal opens the job, the job creates the tasks, and a finished task updates the client record.
What you get
- One record for calls, messages, quotes and signatures
- Calendars and tasks connected
- Status updates without typing
- An overview of every open job
Industries it suits
- Construction and tradesCalls arrive while the crew is on the scaffold, and quotes get written at midnight.
- CleaningMany small jobs, thin margins and a schedule that changes by the hour.
- Clinics and dentalThe phone is the front desk, and the front desk is already busy.
- Transport and logisticsDispatch by phone, paperwork in the evening and the same address typed four times.
- Legal and accountingBillable hours spent on admin nobody pays for.
- Stone and interiorsExpensive jobs, long quotes, and clients who want to see it before they buy.
Questions about this service
Do I have to change my CRM?
No. If it has an API, we build around it. If it does not, we tell you during the audit, before you decide anything.
Who owns the data?
You do. Everything stays in accounts registered in your name, and we sign a data processing agreement on request.
Your question is not here? Write to info@cyberseni.com
Tell us where you lose clients.
We reply with what we would fix first and a firm price in writing. No sales presentation, and no call you did not ask for.