01
Inconsistent client onboarding
Documents, access, first messages: it all depends on someone remembering.
Business services
Less client admin, more billable time.
Client onboarding, recurring invoicing, monthly reporting: VEMORI automates the management of your client portfolio.
Sound familiar?
What slows your business down.
These tasks come round every week and create no value for your clients.
02
Recurring invoicing done by hand
Every month, the same invoices are prepared manually.
03
Client reports that take hours
Data is pieced together from several tools.
What we automate
Your processes, taken care of.
In the software you already use. Sensitive decisions always need your sign-off.
CLIENT ONBOARDING
Documents, access and messages sent as soon as the contract is signed.
RECURRING INVOICING
Invoices prepared every month and sent after approval, reminders included.
CLIENT REPORTING
Consolidated monthly report, ready to send.
INBOUND ENQUIRIES
Qualified and passed to the right person.
Example
One process, start to finish.
How a typical case in your sector is handled automatically.
- TriggerContract signed
- Step 1Client record created in the CRM
- Step 2Documents and access prepared
- Step 3Welcome message approved, then sent
- Step 4First invoice scheduled
Illustration. Every automation is built around your software and your business rules.
Let’s find out what you could save. No obligation.
Our method, commitments and support are set out on the home page.
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