Collecting documents
BeforeAsking each client for invoices and receipts, one by one, by email and by phone.
With FluiviaAutomatic reminders and a folder per client where everything arrives in order.
Industries
Examples of what we do for businesses like yours. Every company works in its own way: these are common cases, and the final solution is always adapted to your processes and tools.
Accounting and tax advisory firms
Repeated questions
BeforeAnswering questions about deadlines, tax forms and required documents over and over.
With FluiviaAn assistant drafts the reply using your criteria, for you to review.
Tax calendar
BeforeTracking each client's deadlines in separate spreadsheets.
With FluiviaA tracking dashboard with alerts before each key date.
Automation for accountancy firmsSee the demo for accountancy firms
Estate agencies
Leads from property portals
BeforeCopying by hand the contacts that come in from each property portal.
With FluiviaContacts go straight into your list, sorted by property and area.
First reply
BeforeReplying late to requests for information or viewings.
With FluiviaA first reply with the property details and suggested viewing times.
Listings and adverts
BeforeWriting every property description from scratch.
With FluiviaDraft adverts based on the property spec sheet, ready for you to tweak.
Automation for estate agenciesSee the demo for estate agencies
Clinics
Appointments and empty slots
BeforeBooking calls in the middle of sessions and slots lost when someone cancels.
With FluiviaOnline booking, reminders with buttons and cancelled slots offered automatically to the waiting list.
A first visit without paperwork
BeforePatient form, consent and data protection on paper on arrival.
With FluiviaThe patient fills it in and signs it on their phone, and the practitioner gets a summary before the appointment.
Follow-up and reviews
BeforeTreatments that get abandoned and happy patients who never leave a review.
With FluiviaExercises and reminders on the patient's phone, and a review request when they're discharged.
Wholesale and distribution
Orders through several channels
BeforeOrders by email, phone and WhatsApp that have to be typed in by hand.
With FluiviaOrders are logged in one place, in a common format.
Delivery status
BeforeCustomers calling to ask where their order is.
With FluiviaAutomatic updates to the customer when the order ships and when it's delivered.
Stock and reordering
BeforeChecking stock by eye and ordering from the supplier once you've already run out.
With FluiviaMinimum stock alerts and a suggested order for you to confirm.
Automation for wholesale and distributionSee the demo for wholesale and distribution
Tutoring and language schools
Enrolment
BeforeSign-ups on paper or by email that then get copied into a spreadsheet.
With FluiviaA sign-up form linked to your student list and payments.
Questions from families and students
BeforeThe same questions about timetables, prices and groups every week.
With FluiviaAn assistant that answers with the school's information and passes on the rest.
Notices and reminders
BeforeOne-by-one messages about class changes or outstanding payments.
With FluiviaScheduled notices by group, tracking who has received them.
Consultancies and agencies
Onboarding new clients
BeforeSending the same emails, documents and logins to every new client.
With FluiviaA welcome process that starts as soon as they sign.
Proposals and documents
BeforeRebuilding proposals and reports from old files.
With FluiviaTemplates and drafts generated from the project information.
Internal knowledge
Before"Where was that document?" asked in every meeting.
With FluiviaA knowledge base your team can search in plain language.
Shops
Customer messages
BeforeQuestions about opening hours, stock and delivery at all hours.
With FluiviaReplies prepared with your shop's information, and an alert when a person needs to step in.
Reservations and orders
BeforeOrders jotted down in a notebook or on your phone.
With FluiviaOrders logged in one place, with a message to the customer when they're ready.
Suppliers and invoices
BeforeInvoices in your inbox, on paper and on your desk.
With FluiviaInvoices collected and organised automatically for your accountant.
Don't see your industry? We work with any business that has repetitive admin or sales tasks. Tell us about yours.
See it working in your industry.
We'll show you a demo with cases from your day-to-day and your business's name. On a 20-minute call or by email.