How Can CRM Features Boost Your Team's Productivity?
Exploring how CRM features can significantly enhance your team's productivity by optimizing workflows and improving customer interactions.
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2026-09-01
Solution example Automation
400 invoices a month: issued, matched with payments and reminded automatically
E-invoices go out from the CRM, bank statements are matched to invoices every night, and polite reminders leave on day 3 and day 10 after the due date.
- Client
- Typical client: service company issuing 400 invoices a month
- Timeline
- 2–3 weeks
- Year
- 2026
- FV/10/2026/118 · paid · matched
- FV/10/2026/119 · paid · matched
- FV/10/2026/120 · sent to e-invoice system
- FV/09/2026/097 · 3 days overdue → reminder
400
invoices a month
nightly
bank matching
day 3 · 10
automatic reminders
This is a solution example: it shows how we would build it for a typical client. The figures are targets we agree on before the work starts, not results of a specific client.
Before and after
BeforeAfter
Matching paymentsBefore Two days a month by handAfter Every night automatically
RemindersBefore When someone remembersAfter Day 3 and day 10, politely
E-invoicesBefore Uploaded one by oneAfter Sent from the CRM
The problem
The accountant spends two days a month matching bank transfers to invoices by hand, and nobody chases late payers until it's too late.
How we solve it
- 01Invoices created from the CRM and sent to the national e-invoice system
- 02Bank statement import and automatic matching by amount and reference
- 03Reminders on day 3 and 10 after the due date, in the client's language
- 04Daily summary: paid, overdue, unmatched
How it works
In
CRMBank statementsInvoicing robot
Issue, match, remind
Result
National e-invoice systemReminders to clientsDaily summaryHow the work goes
- 12–3 days
Data
Where invoices come from, bank formats, reminder wording.
- 21–2 weeks
Robot
E-invoice sending, bank import, matching and reminders.
- 31 month
Parallel month
The accountant compares the robot's matching with hers.
What the client gets
- Most transfers are matched without a person
- Late payers get reminded on time
- The accountant handles only exceptions
Technologies
- KSeF / PRRO / Peppol
- Bank API / MT940
- CRM API
- Laravel
Related services
What we need from you
Everything else is on us. You see progress after each stage and pay after accepting it.
- Access to the CRM and e-invoice system
- Bank statement export (or API access)
- Wording of reminders you are comfortable with
Want the same for your business?
Describe the task in your own words. We'll reply with questions or a plan and name the price and deadline before we start.
More cases
All cases →- 1Client writes to @tansecure
- 2Service receives it
- 3Card with AI draft
- 4“Send” in the group
- 5Reply from @tansecure
Our project Automation
The company Telegram account answered from the team group
Private messages to @tansecure arrive as cards with an AI draft; the approved reply goes out from the company account, and replies sent from the phone close the card.
≈5 sfrom message to card
Read the case+18%
revenue vs last week
3
unpaid invoices
Solution example Automation
Owner dashboard: sales, ads and cash on one screen every morning
Data from CRM, bank, ads and accounting is collected automatically, and a summary arrives in Telegram at 8:00.
5sources in one report
Read the caseNew6
Offer sent4
Negotiation3
Won5
3 requests waiting for a call-back over 24 h
Solution example Automation
A CRM in two weeks: every request in one place, nothing forgotten
Requests from the website, phone, Messenger and OLX land in one funnel; managers get reminders, and the owner sees where deals get stuck.
4channels in one funnel
Read the case
