KeyCRM and Bank Reports in 2 Days: a Dashboard for a Cosmetics Distributor
Sales, profit, stock and debt reports lived in Google Sheets. We built a dashboard on top of KeyCRM and Finmap: each manager sees only their own debts, and payments post to the CRM in one click.
2 daysto the first working version
184orders reconciled to the cent
KeyCRMFinmapn8nSupabase
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400+ / day
Order ProcessingE-commerce / Fashion
4 Fewer Hours of Manual Work a Day: AI Order Processing for Fashion E-commerce
An online fashion store processed 400+ orders per day manually. We built an agent that automatically confirms orders, checks stock availability, updates statuses, and notifies customers.
-4 hrmanual work / day
99.2%processing accuracy
n8nShopify APIGPT-4oSlack
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80% auto
Email Inbox AgentB2B / Logistics
AI Email Inbox Agent for Logistics Company
A logistics company received 200+ emails daily: inquiries, confirmations, complaints. We built an agent that reads, classifies, and replies to 80% of emails automatically.
80%auto-replied
-3 hrmanager work / day
n8nGmail APIGPT-4oAirtable
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41.5% without an operator
AI Support AgentE-commerce · Micromobility
41.5% of Tickets Without an Operator: AI Support for E-commerce
A micromobility rental platform was drowning in thousands of repetitive tickets. We deployed an AI agent that processes tickets, resolves standard questions, and escalates complex cases to operators.
41.5%closed by bot
11 644tickets processed
GPT-4on8nZendeskPostgreSQL
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3x reply rate
Email AutomationB2B / Medical
AI Email Agent for Medical Equipment Manufacturer (DE)
A German medical equipment manufacturer could not scale their sales team. We built a personalized email sequence system with AI-generated copy tailored to each customer segment.
3xreply rate increase
2 wkto first result
InstantlyGPT-4oApollon8n
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+62% open rate
SEO + EmailB2B / IT Outsource
SEO-Driven Email System for IT Outsourcing Company
An outsourcing company wanted to generate leads via email without spamming. We built a system with automatic lead collection, personalized emails by industry and team size.
+62%open rate
18leads in first month
SmartleadClayGPT-4oAirtable
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24/7 uptime
Voice AgentB2C / Clinic
30% Fewer Missed Calls: Voice AI Agent for a Clinic
The clinic was losing up to 30% of patients due to busy phone lines during peak hours. We deployed a voice AI agent that answers calls 24/7, books appointments, and sends SMS confirmations.
-30%missed calls
94%successful bookings
ElevenLabsBland.ain8nGoogle Cal
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+55% demo
AI Sales BotSaaS / Sales
2.4x More Qualified Leads: AI Sales Bot for SaaS
A SaaS company was wasting manager time on unqualified leads. We deployed an AI bot that qualifies leads by 7 criteria, books demos, and passes hot leads to CRM with full context.
+55%demo rate increase
x2.4qualified leads
IntercomGPT-4oHubSpotCalendly
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93% of items
Voice AI AgentB2B / Manufacturing
Voice Product Search from 57% to 93%: a Voice Agent for a Bakery
A bakery collected outlet orders by phone every day. We built analytics, a CRM and a voice agent that calls outlets, takes orders and creates a draft invoice.
+55%demo rate increase
x2.4qualified leads
Vapin8nElevenLabsSupabase
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/ What is included
Business analytics and reporting: what is included
01
Owner dashboard
Sales, gross profit, stock, debts and cash flow on one screen. It updates on a schedule, with no copying by hand
02
Morning report in Telegram
A short summary every morning: what changed yesterday and where your decision is needed
03
Data from every system
KeyCRM, HubSpot, Pipedrive, BAS and 1C, Finmap, your bank, Google Sheets, GA4 and ads. If there is no ready connection, we write our own
04
Access rights
Each manager sees only their own customers and debts. The owner and the accountant see everything
05
Reconciled to the cent
Before the dashboard becomes the main tool, we compare it with your spreadsheets order by order
06
Actions from the dashboard
A «paid» tick posts the payment to the CRM. Matching payments to orders is suggested to the accountant, and the decision stays with them
07
Marketing and ads
GA4, BigQuery and Looker Studio: where leads come from and what a customer from each channel costs
/ How the project runs
Business analytics and reporting: how we work
Four steps from the first call to launch. You accept each one separately.
01
Intro call
You tell us which numbers you calculate by hand now and where they live
02
Data map
Which systems we connect, which reports come first and who should see what
03
First version and reconciliation
We build the dashboard on real data and reconcile it with your spreadsheets to the cent
04
Morning report and support
We switch on the Telegram report and add new reports once the first ones work
/ Pricing
Business analytics and reporting pricing
Quote after the call
The price depends on the number of systems and reports. We give an exact quote after the call and the data map. The first call and demo are free
We work in stages: each one has a clear scope and a visible result.
What affects the price
01Number of systems we take data from
02Number of reports and access roles
03Actions from the dashboard: payments, statuses, tasks
/ FAQ
Business analytics and reporting: FAQ
Do we need to move off our CRM?
No. The dashboard runs on top of your CRM and accounting, and the team keeps working where it is used to
How do you check the numbers are right?
We compare the dashboard with your spreadsheets order by order, to the cent. In one project 184 orders in the debt report matched this way, and only then did the dashboard become the main tool
Can managers see each other’s numbers?
No, each sees only their own customers. The owner and the accountant see everything
How long does the first version take?
It depends on the number of reports and systems. In the cosmetics distributor case the first working version took 2 days, then a week of interface changes
How much does it cost?
It depends on the number of systems and reports. We give an exact quote after the call. The first call and demo are free
Why not the CRM’s built-in reports?
Built-in reports see only the CRM, while the dashboard brings the CRM, bank, accounting and ads together. If two simple reports are enough for you, we will honestly say the built-in ones will do
/ More detail
For those who want more detail
From practice: what we learned on real projects
No client names: only what changed the way we work.
A payment «larger than the debt»
Our first conclusion about an inflated debt was wrong: the payment had already been entered by hand. Automation splitting such a payment across orders would have quietly doubled payments. So matching stayed a suggestion for the accountant
Cash on delivery
The payment service sends one transfer for many shipments, so each order’s payment cannot be checked against the bank. The dashboard shows those orders separately
Convenience beats looks
The owner insisted the dashboard be as convenient as a spreadsheet: draggable columns, filters, a total at the bottom, minimal labels. We started there and adjusted the looks later
Support and maintenance after launch
We do not hand over and vanish. You can pay by the hour; a package works out better value and keeps the system looked after every month. Everything can be agreed individually.
Start
One AI agent or one integration
3 h included every month
We keep everything running and fix failures
Small edits: prices, texts, answers
We answer your team in a messenger
Recommended
Growth
Several agents or a CRM with integrations
6 h included every month
Everything in Start
Monthly retraining of AI agents on new conversations
We update integrations when your services change
A short report: what we changed and improved
Partner
A system the business runs on
12 h included every month
Everything in Growth
New scenarios and features every month
Your tasks go first in the queue
A monthly call about where the system goes next
Package hours do not roll over to the next month. If there were no small tasks, monitoring and updates still run every month. Queue priority and the monthly call come only with the Partner package.
Hourly
No package: one-off tasks and edits, paid for the time actually spent. Hours beyond a package are billed hourly too.
Custom
A different number of hours, several systems or your own terms: we agree a package that fits your business.