The situation. Leads and commitments are scattered across inboxes and spreadsheets. Follow-ups get missed.
The solution. BottleHack brings form and email enquiries into your CRM. Existing contacts are imported, duplicates reconciled and clear stages, ownership and automatic follow-up reminders configured.
How it connects. The same customer and deal information feeds the sales dashboard and proposal assistant. Teams work from shared records.
The situation. Before every sales review, someone collects CRM exports and campaign costs to assemble another report.
The solution. BottleHack connects CRM and marketing data, checks updates and agrees definitions for conversion rate, sales cycle and acquisition cost. Ad spend is distinguished from the full cost of acquiring a customer. A dashboard lets you explore individual deals and decide where to focus outreach and budget.
How it connects. The dashboard uses the same deal records as follow-up automation and proposal preparation. Agreed definitions keep comparisons consistent.
The situation. Every proposal starts with gathering requirements, checking prices and adapting a template. Details can be missed when customer notes and approved service information are scattered across tools.
The solution. BottleHack connects customer requirements and CRM notes to approved services, pricing and proposal templates. AI prepares a draft with source references and flags missing information. Your team checks scope, pricing and wording before approving and sending.
How it connects. The assistant uses the same customer and deal records as follow-up automation and the sales dashboard. Approved proposal details can support the delivery handoff.
The situation. A deal is won, but the delivery team still has to ask sales for scope, dates and customer contacts.
The solution. BottleHack connects your customer records with the project or support tool. An agreed handoff creates a brief, checklist and assigned tasks with scope, dates and contacts. Missing details are flagged before work starts.
How it connects. These customer and task records feed the operations dashboard. The AI pipeline uses the same context to route later requests.
The situation. New customers have signed, but planning lacks a clear view of pending tasks and missed deadlines.
The solution. BottleHack joins CRM handoffs with task histories, effort estimates and completion dates. Customer links are checked and the method for comparing workload with available capacity is agreed with you. A dashboard shows waiting times, overdue milestones and planned workload by team, with visible data gaps.
How it connects. You can explore individual customer tasks. The same metrics show whether AI ticket routing actually improves handling.
The situation. Customer emails mix questions, missing information and scope changes. Someone has to read and assign every message.
The solution. BottleHack connects incoming customer emails with relevant CRM and project context. AI suggests the request type, priority and responsible team; a workflow prepares a linked ticket. Your team checks each suggestion and corrects exceptions.
How it connects. The workflow uses customer and project information to support assignment. The workload dashboard shows where requests wait. This example counts routing time, including review; resolving the request is separate.
The situation. A deal is closed, but finance lacks the billing contact, price or payment terms. The invoice waits.
The solution. BottleHack structures billing records in your CRM and connects your invoicing tool. When the agreed billing date or milestone is reached, a workflow prepares a draft for review. Missing details go to the responsible person.
How it connects. Checked customer and delivery details support outgoing invoices. Payment records feed the cash flow dashboard; incoming supplier invoices are checked separately.
The situation. Strong sales do not show how much money has arrived or what remains after delivering the work.
The solution. BottleHack connects CRM agreements, invoices, reconciled payments and recorded delivery costs. A dashboard separates sales, invoiced amounts and money received, and shows outstanding payments. Margins use the costs actually recorded; this view does not replace bookkeeping or a cash forecast.
How it connects. The view combines outgoing invoice and payment records with checked supplier costs where available. Figures can be traced back to their records.
The situation. Supplier invoices arrive as attachments or files. Finance reads the details, compares them with existing records and checks for missing information or possible duplicates.
The solution. BottleHack connects supplier invoices with invoice history and purchase records. Structured invoice data is read directly; AI helps extract details from other readable documents. Rules flag missing fields, possible duplicates and inconsistent references. Finance reviews the results before the usual bookkeeping or payment process.
How it connects. Reviewed supplier information can feed the cost view in the cash flow dashboard. These checks are separate from preparing outgoing customer invoices.
Set up your customer management system (CRM) around sales and service, with clear records and reliable handovers between teams.
Connect customer management, internal systems and other business tools so they exchange data automatically. Keep records consistent and make clear what happens at each step.
Send useful findings, predictions and recommendations back into the tools your team uses. Use them to create tasks, prepare updates for review and start automated processes.
Bring past and current business data together for reports, analysis and AI, using online services or your own systems.
Improve data quality and how data is collected and updated. Keep useful information arriving reliably while avoiding unnecessary computing costs.
Give teams shared definitions for reports and key figures. Record where data comes from, how it relates to your business and which changes have been reviewed as your processes evolve.
Build AI models that estimate likely outcomes, help set priorities and flag unusual results. Test them against past data before use.
Build assistants that answer questions and help with tasks using approved company knowledge and connected business tools. Set what they may access and when a person must review their work.
Turn conversations into text with permission and prepare updates for review. Add relevant information to records, sort them using AI and business rules, then send them to the right team or next step.
