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Systems and workflow review at a fixed fee. Get a prioritised plan for your systems and workflows. Explore the review

Theme

Websites, CRM, automation, data and AI that work together

We connect the way customers find and buy from you with the work behind the scenes, from a clear website and an organised sales pipeline to less admin and better follow-up. Each solution is planned to fit the rest of your business.

Illustrative example

  • Start with a defined need
  • Clear deliverables and scope
  • Direct contact with the founders

Examples of what we build

Every business is different, so here are a few examples, grouped by need.

Have other needs?Tell us, and we'll find a way

  • Sales

    • A website that brings in inquiries
    • Leads straight into the CRM
    • Automatic follow-up reminders
  • Finance and admin

    • Invoices that create themselves
    • Customer data synced between systems
    • Less double entry
  • Management

    • Key figures on one page
    • A weekly report that sends itself
    • AI that sums up where things stand

Start where the need is greatest

Choose the area you need help with now. We design the solution to work with your existing systems and processes.

  • Websites and digital services

    We build and improve websites that explain your offer clearly and make it easy to take the next step. Your team can update the content, and inquiries can flow directly into your CRM.

  • CRM and customer follow-up

    We adapt your CRM to the way your team works with customers and sales. Contacts, deals, responsibilities and next steps are organised in one place, with training to help the team use it.

  • Integrations and automation

    We connect your systems and automate recurring tasks. This reduces duplicate data entry and makes it easier to keep information up to date.

  • Data and reporting

    We bring together data from your systems in reports that support your decisions. Together, we define the metrics and make clear what the numbers mean.

  • AI and agents

    We build AI assistants for defined tasks such as document search, summaries and inquiry handling. You get clear rules for data, access and when a person needs to review or approve the result.

  • Not sure where to start?

    Know what needs to improve, but not which solution you need? Describe your situation. We will help you choose a practical first step.

How we work

We work in clear stages so you can assess the value, follow progress and decide before the next part begins.

Understand

We review the goal, processes and systems to establish a shared view of the problem and what needs to change.

You get
A shared view of the current situation and the goal.
From you
A couple of hours with the people involved.
Next step
Read about our approach

Examples of systems we connect

CRM, automation, data and AI. Ready-made connectors where they exist, custom API connections for the rest.

A selection. We work with many more systems.

29+ systems

What the solution should help you do

We agree the goals together and build the features you need to track progress against them.

Book a first call
  • Capability

    Customer follow-up

    See who owns an inquiry, what has happened and what comes next.

  • Capability

    Workflows

    Move information between agreed systems and identify when a workflow needs attention.

  • Capability

    Decisions

    Follow defined metrics with known data sources and update schedules.

  • Deliverable

    Handover

    Receive documentation, training and clear responsibility for maintenance.

Clear responsibility for data and the solution

What we build should still work well a year from now, so data handling, approvals and ownership are agreed from the start.

  • Data handling

    We identify the data the solution needs, who should have access and how the providers involved process it. The selected services and storage arrangements are documented as part of the project.

  • Approvals

    We agree which steps can run automatically and when a person needs to review or approve the result.

  • Ownership and handover

    Ownership, access and licences are set out in the proposal. It explains which parts you own, which are licensed, and how your data and documentation will be handed over.

Most of it is already there, but it doesn't fit together

These figures come from separate studies. They describe the populations studied and are not results from NOD³ client projects.

Common questions about our services

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  • No. We start with a defined need and design the solution around your existing systems. You can add more when there is a clear reason to do so.

  • Start by telling us what you want to improve. If you need a more detailed basis for deciding, the systems and workflow review is available as a separate engagement. It provides a prioritised plan; implementation is quoted separately.

  • Mainly small and mid-sized companies that want their systems and ways of working to connect. We assess each engagement based on the need, scope and what we can contribute.

  • The price depends on the scope. Before work starts, you receive a proposal setting out the deliverables, price and assumptions. The systems and workflow review is also available as a separate fixed-fee service.

  • Ownership, access and licences are set out in the proposal. It explains which parts you own, which are licensed, and how your data and documentation will be handed over.

  • We first assess what can be improved in the systems you have. We recommend a change when it solves a clear problem and makes sense in terms of value, cost and maintenance.

What would you like to improve?

What happens next?

  1. We review your inquiryWe read your inquiry and reply within two working days.
  2. We clarify the next stepWe ask follow-up questions or suggest a first conversation.
  3. You decide whether to proceedIf we can help, you receive a proposal for the next step with a defined scope and price.
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