A company that sells to other businesses, with two salespeople and an office. We follow a campaign from the local search to the first invoiced order.
Book 30 minutesBought lists, contacts in a spreadsheet, outcomes in the head of whoever made the call. When a salesperson leaves, the history of their contacts leaves too.
Many addresses no longer exist, and the sector is often missing.
Who was called, and what did they say? Only the person who phoned knows.
Numbers typed by hand and three versions of the same document.
The order has gone out. Has the invoice been issued? You ask accounts.
Categories and area, for example 15 km around the office. The system finds the companies that are not in your records yet.
The AI reads the websites and suggests email, sector and VAT number. You approve what goes into your records.
Each contact has its own status. Calls and notes stay on record, with the date and the name of whoever made them.
Whoever is interested gets a visit, booked in the calendar and linked to the company.
The quote is built from the price list. Once accepted, one click turns it into an order, which follows the delivery until it is fulfilled.
The invoice from your accounting software is recorded on the order. What is left to invoice and to collect stays in view.
Two categories, 15 km around the office. 140 companies not yet in the records.
Email found for 85. Laura, in the office, approves what goes into the records.
Giorgio and Silvia make the calls. Every outcome gets its note and its status.
Those who ask for information get an email, with a draft written by AI.
Laura books Giorgio's visit to one of the seven in the calendar.
Laura builds it from the price list. €3,400, and the PDF goes out with Giorgio's email.
Accepted. With "Create order" the lines move into the order, which goes all the way to fulfilled.
Recorded on the order. The order shows as invoiced, the invoice as still to collect.
The invoicing status is never set by hand. The system works it out by comparing the order with the linked invoices. When the transfer arrives you tick "Collected" with the date.
You decide how many companies each campaign searches for, so searches stay under control.
The AI suggests and you approve. Each suggestion comes with its reliability level and a link to the page it came from.
Emails are sent one at a time, from the contact's page. Usually after the call, because the rules on email marketing apply between businesses too.
The invoice is issued by your accounting software or your accountant. Here it is recorded on the order.
Search, checks and campaigns work in the browser. Quotes and orders also work in the app.
Example built on the modules that exist today. Names and figures are made up.
Tell me how you find customers today. Thirty minutes, no commitment.
Book 30 minutes
Terra di App
Custom cloud business software, built on a base that already works. Source code and infrastructure stay with the client.
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