Client: Oosterveld Design • Communication agency • Challenge: time-consuming administration and data silos
As a communication agency that builds websites for clients, Oosterveld Design deals with many projects, invoices and client data. Administration was time-consuming and data was spread across two systems: an ERP system for accounting and a CRM for client relationships.
The result? Duplicate entry, inconsistent data and regular manual work to keep everything up to date. Time that could be better spent on creative work for clients.
"How can we spend less time on administration while also improving data quality?"
A weekly automated overview of outstanding invoices, with direct action options.
No more manual searching
Clear weekly insight
Immediate follow-up possible
Invoices paid faster
Data between ERP and CRM is periodically compared and automatically synchronised.
Accounting, invoices, financial data
Client data, contacts, projects
No more duplicate entry, no more manual comparison of systems.
The same information in both systems, always up to date.
Weekly overviews give a grip on the financial situation.
Focus on the work that matters: building great websites.
This approach is not unique to communication agencies. Any business working with multiple systems and losing time to administration can benefit from this:
Discover how automation can connect your systems and save you time.
The first step is a good conversation about your situation.