Businesses and institutions: a clear view of your customers, invoices and expenses
In many businesses and institutions in Haiti, every department has its own file or its own software.
In many businesses and institutions in Haiti, every department has its own file or its own software. We connect them and analyze them with AI to produce a CRM, a cash-flow report and a monthly management report.
The problem
Sales, accounting, purchasing and customer service do not talk to each other. To answer a simple question such as “which customers bring us the most revenue?”, you have to bring together several people and several files.
A real-world example
Take a distribution company with 5 departments and 3 different software systems.
- We bring together customers, invoices, payments and expenses.
- AI shows that 20% of customers generate 68% of revenue, and that 9 of them pay an average of 75 days late.
- A simple CRM gives the sales team the full history of every customer.
- The cash-flow report forecasts money coming in and going out over the next 8 weeks.
What we deliver
- A CRM with each customer’s history.
- A cash-flow report.
- Expenses by department and by supplier.
- A clear, visual monthly management report.
What you need
Exports from your software or your Excel files, department by department. We work on a copy, never on your system.
Start with a free assessment.
Data assessment
- Inventory of your files and databases
- The questions to ask
Monthly report
- We collect your data on site
- Monthly meeting
- Report and recommendations
AI Reports
- You give us your data
- We do the work, you get the results
Starting prices in US dollars, adjusted to the size of your data. The assessment is free. Prefer to be self-sufficient? AI Reports: $600 for 12 months, or $1,200 for AI installed at your office with training.