These customers trust us
%%Digitisation%% yes, but where to start?
Digital transformation poses many challenges for service and consulting companies. Customers expect fast response times, transparent communication and digital services, from self-service portals to automated offers.
At the same time, structured project processes, central data sources and a clearly integrated tool landscape are often lacking.
Without integrated systems, data silos, missed invoices and unclear resource planning arise. A shortage of skilled workers, increasing security requirements and the transition to hybrid working models further increase the pressure. With our no-code solutions, we create order, automation and transparency.
Cognito Treuhand GmbH
The seamless integration of MOCO, Bexio and monday.com has reduced the monthly invoicing process from an entire working day to just a few minutes.
Our solution for service and consulting companies
Central project and resource management
We create transparent workspaces for planning, capacity utilisation and time management with clear responsibilities and status updates.
Digital quotation and billing processes
From quotation to invoicing, we design end-to-end workflows that are transparent, efficient and error-free.
Customer portals & digital communication
Self-service, onboarding and feedback are handled via integrated portals, enabling modern customer experiences in real time.
Intelligent data and reporting management
Data from various systems is bundled and displayed in real-time dashboards to enable informed decisions.
Tool integration & workflow networking
Outlook, CRM, time tracking or ERP – we integrate your tools with Make to create consistent, automated processes.
Enablement & security in hybrid teams
We promote digital collaboration with clear processes, intuitive tools and well-designed data protection.
Benefits for our customers
Fewer votes, more focus
Automated processes and centralised workspaces eliminate unnecessary emails and manual queries, allowing your team to focus on their core tasks.
Quick to deploy and expandable
Our solutions are quickly productive. They grow with you and can be adapted to new processes or team structures at any time.
Structure instead of Excel chaos
We replace fragmented lists and manual tables with traceable, audit-proof processes with clear accountability.
Customer-focused processes with real added value
Digital quotation, service and feedback processes improve the customer experience and strengthen customer loyalty in a measurable and sustainable way.
FAQ
Are you still unsure whether a no-code solution is the right choice for your business? Here we answer some of your possible questions:
How can service providers digitise their quotes and invoices more efficiently?
No-code allows quotation processes and billing templates to be mapped in a structured manner. This creates end-to-end workflows from initial contact to payment – automated, error-free and transparent.
How does resource and capacity planning work without complex tools?
We use intuitive tools such as monday.com to clearly display workload, project progress and available capacity. This allows resources to be deployed in a targeted manner and bottlenecks to be avoided.
Can existing systems such as Outlook, time tracking or other tools be integrated?
Yes. Using platforms such as Make.com, we connect existing applications and design end-to-end workflows so that a company does not have to change systems or experience data loss.