Sound familiar? Moneybird. CRM. AFAS. Google. Teams. And you as the glue.
Your bookkeeping lives in Moneybird, your customers in the CRM, your projects in yet another tool, your communication in Teams or Slack. Nothing talks to each other. You are the one who gathers, compares and remembers everything, every single day. And when someone asks "how are we doing?", the answer is: "Hold on, let me look it up."
- 01
Insight? Costs you a morning
How are you doing financially? Which projects are running? Where is your capacity? You have the data, but it is spread across six systems. So you search, copy and puzzle it together. Every week again.
- 02
Overview? Does not exist
There is no single place where you see at a glance how your business is doing. No dashboard that combines everything. You are the dashboard.
- 03
Steering? On gut feeling
Which customer is the most profitable? Which lead has the best odds? You have a rough idea. But you decide on gut feeling, because the data never surfaces in one clean view.