Service Industry

Digitalization for Service Companies

Tax advisors, insurance brokers, advertising agencies, or recruitment firms — your systems are not connected, data sits in silos. We change that.

0%

of SMEs don't use a professional CRM

0 systems

used by each employee daily in parallel

0%

less admin through system integration

0%

BAFA funding available

How We Connect Your Systems

From CRM to document management to AI analytics — seamlessly integrated

System Integration

Connect CRM, accounting, project management, and communication into one seamless workflow — no more data silos.

CRM Optimization

Professional customer relationship management with automated pipelines, lead scoring, and 360-degree customer view.

Document Management

Digital filing with full-text search, versioning, and automatic categorization — GDPR-compliant and audit-proof.

AI-Powered Analytics

Automatic analysis of customer data, revenue forecasts, and churn prediction — data-driven decisions instead of gut feelings.

GDPR Compliance

Privacy-compliant processes from the start — deletion concepts, consent management, and data processing agreements properly documented.

NIS2 Preparation

Preparation for the NIS2 directive: risk management, incident response plans, and cybersecurity fundamentals for service providers.

Schritt 1

System Audit

Inventory of all systems, interfaces, and data flows in use — where do media breaks and data silos occur?

Schritt 2

Integration Plan

Prioritized roadmap for system connectivity — which integration delivers the highest ROI in the shortest time?

Schritt 3

Migration

Step-by-step data migration and system integration — without business interruption and with a fallback strategy.

Schritt 4

Optimization

Continuous improvement of integrated systems — monitoring, KPI tracking, and regular process optimization.

Ab

Starting from mid three-figure range

per month · cancel monthly · up to 50% BAFA-funded

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Frequently Asked Questions

We work with tax advisors, auditors, insurance brokers, advertising agencies, recruitment firms, engineering offices, and other knowledge-intensive service providers. The common denominator: many systems, little integration, high admin overhead.
We integrate all common business tools: DATEV, Lexware, Salesforce, HubSpot, Microsoft 365, Google Workspace, Personio, JIRA, Confluence, and many more. Through APIs and middleware platforms like n8n, we also connect legacy systems.
Initial integrations (e.g., CRM with email system) go live in 2-4 weeks. A complete system landscape integration takes 2-4 months. We work in sprints and deliver visible results regularly.
Since October 2024, NIS2 affects many mid-sized service providers — especially if you're in the supply chain of larger companies. We help you understand the requirements and implement them pragmatically without disrupting your daily business.
IT system houses sell licenses and hardware. We think holistically: strategy, process optimization, system selection, integration, and change management. We are vendor-independent and always recommend the best solution for your situation — not the one with the highest margin.

How Connected Are Your Systems?

Free maturity assessment in 3 minutes — instant score across 7 dimensions.

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