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Business services

More clients, clear files and projects under control

For consultants, agencies and other B2B service providers. From the first enquiry to quote, project and client file in one place, so nothing slips through the cracks.

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What's Included

Sound familiar?

New clients come from your network

And that network is finite. Online, potential clients barely find you.

Quotes are left waiting

You write them in the evening, and following up slips through.

⏱️

Hours and projects live in separate lists

Spreadsheets for hours, mail for agreements, notes for the rest.

🗂️

Client files are scattered

Documents in email threads and folders; nobody has the whole picture.

No overview of who is waiting for what

Client, quote, project and invoice are not linked.

What's Included

How we approach it

1. A professional first impression

A website that shows what you do and for whom, with a clear enquiry form. Found through search and targeted campaigns.

  • Website
  • Reach Your Audience

2. From enquiry to assignment

Every enquiry arrives in Leads. In Sales you create quotes and follow them up; in CRM you see the full history per client.

  • Leads
  • Sales
  • CRM (Sales & CRM bundle)

3. Projects and finances in order

After approval you plan the work in Project Management. In Finance you keep track of invoices and numbers.

  • Project Management
  • Finance

4. One place for clients and files

Clients see documents and status in Customer Portal. Your team shares logins safely with Vault and handles requests in Service Management.

  • Customer Portal
  • Service Management
  • Vault

Everything in one bundle?

With SalesFision Platform Operations you have Leads, Sales, CRM, Project Management, Finance and Knowledge together, including three users. When your team grows, you add users.

See pricing
SalesFision Platform Operations

Including three users.

In the bundle
  • Leads
  • Sales
  • CRM
  • Project Management
  • Finance
  • Knowledge

In practice

A B2B brand that wins quote requests

A B2B brand that wins quote requests

A rebrand and a website built around the services, for a cleaning company that serves businesses.
What's Included

More for business services

Customer Growth

More enquiries, and knowing where they come from.

See Customer Growth

CRM

Every client, agreement and contact moment in one place.

See CRM
🔐

Customer Portal

Clients see documents and status themselves, in your house style.

See Customer Portal
FAQ

Frequently asked questions

Do you only work for large firms?+
No. We mainly work for smaller and growing businesses, from independent professionals to agencies and firms with a team.
Do I have to take the whole Platform at once?+
No. Start with what hurts now, for example Leads and Sales, and expand later.
My field is quite specific. Does this still fit?+
We work problem-first: enquiries, quotes, projects and client files work largely the same across B2B services. In a meeting we look at what your field needs.
Can you also redesign my website?+
Yes. With Digital Foundation we build a complete website on managed hosting, with an enquiry form that comes straight to you.

Curious where best to start?

Do the Business Scan or plan a meeting. Together we look at your enquiries, projects and client files.

Do the Business Scan
Plan a meeting