Enter it once, not three times.
Most firms already pay for the tools they need. What they don’t have is anything joining them up, so a person ends up carrying information from one screen to another and occasionally getting it wrong.
The problem
The same details, in three places.
Every tool you pay for keeps its own copy of the client. Keeping them in step is somebody’s job, even if nobody was hired to do it.
The same client name, address, and details typed into the CRM, the calendar, and the accounting software.
A booking lands in the calendar and never makes it into the CRM.
A corrected phone number gets fixed in one system and stays wrong in the other two.
Someone exports a spreadsheet every Friday so two systems can agree for a day.
Information only moves when somebody remembers to move it.
What we do
What we connect, and how.
Most firms run five or six tools that were never introduced to each other. These are the handoffs worth joining up.
Where clients come in
The first record should be the only one anybody types.
Entered once
Your CRM, calendar, practice management, and accounting software connected, so a new client or a corrected detail gets typed a single time.
Forms and calls into the CRM
Web forms, call tracking, and booking tools create the contact once, with the details already filled in.
Calendar and CRM in step
A booked, moved, or cancelled appointment shows up on the client record without anyone updating it.
Duplicates caught at the door
Someone who calls and then fills in the form is recognized as one person, not two records.
Where the work happens
Where the money moves
What stays yours.
The connections run on your accounts and your subscriptions. Nothing about them depends on staying with us.
- Every connection runs in your accounts, on your subscriptions.
- Client data stays in the systems you already control.
- You keep the written map of what connects to what.
- Another developer can pick the work up without starting over.
Workflow automation
Seven pillars, one system.
- 01Lead response
- 02Follow-up
- 03Document collection
- 04Systems and integrationsYou’re here
- 05Tasks and handoffs
- 06Client communication
- 07Reporting
Questions
Common questions.
Usually not. The point of this work is to keep what you have and join it up. If a tool genuinely can’t do what you need, we’ll say so, but that’s the exception rather than the pitch.
Tell us which part of the week you want back.
A short call, no pitch deck. Describe how work reaches you today and we'll tell you what's worth automating, what isn't, and roughly what it takes.
You’ll talk to Andrew directly.
Prefer email?info@kaveotech.com