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System consolidation

All programs united.One look is enough.

CRM, accounting, shop, email, Excel lists: for most companies that is a jungle of vendors and subscriptions. We build you a dashboard where you see and enter everything, and that belongs to you. What fits well gets connected. Single-function subscriptions and Excel lists we replace with modules of your own.

Systems review first, then we build fast, in short steps, each usable right away, as one team: one contact for the whole thing.

01What can be connected

From the CRMto industry software.

What fits well stays and gets connected to your dashboard: accounting, shop, email, inventory, your industry software.

  • CRMe.g. HubSpotCustomers, enquiries
  • Accountinge.g. Lexware OfficeInvoices, payments
  • Online shope.g. ShopifyOrders, products
  • Email & calendarOutlook, CalendlyEmail, appointments
Your dashboardBuilt by us
  • Inventory & ERPYour existing systemOrders, stock
  • Industry softwareTrades, practices, advisoryDepends on the industry
  • Files & storagee.g. DropboxDocuments
  • Projects & taskse.g. AsanaTasks, deadlines

What it takes is a way in and out: an interface, an export, or database access. Product names are examples and trademarks of their owners.

02What we replace

Single-function subscriptionswe build ourselves.

What stays: programs with depth that we could not rebuild economically, such as accounting, the shop or a CRM. What we replace: subscription tools for a single function and home-grown lists such as Excel or Access, with modules of your own in your dashboard: built by us, handed over to you, no licence rent.

Form toolContact formSubscription
Costmonthly

goes

Ticket toolEnquiriesSubscription
Costmonthly

goes

Your dashboardyours
Formsown module
Enquiriesown module

First as a copy for a rehearsal, switched over with your approval.

03From a client project
DEUTSCHES FINANZWERK
Contact 360°Lena Weber

Conversation · linked automatically

  1. Website enquiryInvestment property financing“I would like to buy a rented apartment.”
  2. CalendlyInitial consultation booked14 September · 10:30
  3. EmailProperty particulars received“Which other documents do you need from me?”

Linked advisory case

Investment property purchase
  • Financial disclosureSubmitted by the client
    Submitted
  • Salary slipsThree months
    Accepted
  • Proof of equityRequested in the client portal
    Requested

Open requests appear in the personal client portal.

Project excerpt with fictional data.
04How we start

The first step:a systems review.

We look at what you use, who provides it and what it costs each month. You get a plan: what stays and gets connected, what we replace with modules of your own, and in which order.

Then, in short steps

  • ConnectWhat stays hangs on your dashboard.
  • ReplaceSingle-function subscriptions and Excel lists become your own modules.
  • SupportAs agreed: one contact, even when a vendor changes something.
Request a systems reviewTo start, a list of your programs, one contact per program and an example of where things are typed more than once are enough. Please do not send login details or customer data through the form.

Another question?

Which programs can be connected?

Almost everything you use day to day: CRM, accounting, shop, email and calendar, inventory, industry software. Examples are HubSpot or Lexware Office. What it takes is a way in and out: an interface, an export, or database access. Excel lists and Access databases we read in until a module of your own takes over. Product names are examples and trademarks of their owners.

What if a program has no interface?

Then we look at other routes: exports, file drops, or direct database access. The systems review records what works and where the limits are before anything is built.

What if two programs disagree?

For every detail we agree which program leads, such as the CRM for addresses and accounting for payments. If a change contradicts that, nothing is overwritten. The case is held, and you decide.

Why build it ourselves instead of renting another tool?

A module of your own fits your workflow instead of the other way round, and your data stays with you. What we build is handed over: source code, data, documentation. Where modules sit on our foundation Stack MAX, usage and handover rights are set out in the proposal. Running costs arise only for hosting and support, if you leave both with us.

What happens to the data of a program that goes?

It moves into the module we build for it in your dashboard: first as a copy for a rehearsal, then we compare old and new row by row. The switch happens with your approval. The old program stays available until you no longer need it.

Does work have to stop for this?

We build connections while you keep working. Whether a switch needs a short interruption depends on the program and is stated in the plan before you approve.

Are data clean-up and ongoing support included?

We plan clean-up where it is needed, such as duplicate customers or outdated formats. Ongoing care for the connections is agreed explicitly, so everything keeps running when a vendor changes something.

What do you need to get started?

A list of your programs, one contact per program, and an example of where things are typed more than once today. We do not need login details or customer data for the first conversation.

Getting started
Systems review, then a proposalThe proposal afterwards covers your dashboard, the connections, modules of your own and, if you want it, ongoing support.
An application that goes beyond modules?Custom software & portals