Assistant Hanna can make a great contribution to improving the performance of a business consultant and become a recommended service for customers who need to optimise their business processes.
Assistant Hanna will ensure more efficient business processes
Hanna will help save all customer data and communication history, remind you of unanswered requests or nearing deadlines. You will not miss a single opportunity.
With Hanna’s help, you can create templates for the required documents, so new customers will not have to wait long for contracts or offers.
Convenient and informative Hanna reporting formats will allow to track turnover, sales data and results on a regular and consistent basis.
Adaptable for teams of several people to an unlimited number of people
Form offers for potential and existing customers. Send them directly from the system and record how many offers have been approved.
Generate invoices converted directly from the offer made to the customer.
Record payments, track customer turnover and debts.
Conveniently generate contracts with the help of contract templates.
Invite customers to sign documents with an e-signature, mobile signature, or Smart-ID signature.
Delegate work to the team to complete the project on time. Track project progress by the task completion status.
Calculate the time spent on the project and analyse whether you have correctly estimated the cost of the project.
Use automated tasks or task templates to save time and avoid manual work.
Keep all project information in one place for easy access to the important files, contracts, documents and e-mails letters related to the project.
Manage order deadlines and prioritise work to avoid delays.
Analyse project costs and revenue, see revenue forecast, and estimate project financial payback.
Find out how Hanna solutions have helped companies manage their processes more conveniently and efficiently. Maybe let's create another success story together?
