Sector · Business services
Financial services firms, advisory firms, marketing and communications agencies, HR providers, training and coaching practices: the work sits in clients, quotes, hours and follow-up. At most firms that is scattered across separate tools, with the owner as the glue. Bravio turns it into one workspace, built around how your firm works.
Sound familiar
Your firm delivers good work. Everything around it, from quote to follow-up, hangs on separate tools and a couple of memories.
Copy an old one, replace the names, adjust the prices. Version 3, final, final-2. What actually went out sits nowhere central.
What is going on with a client, you know from your mailbox and from two colleagues. If one of them is on holiday, so is half the file.
An all-in-one package charges per seat, every month again. Your team uses a third of the buttons and works around it in a spreadsheet.
The same client details travel from email to CRM to quote to invoice. Someone retypes them every time.
That quote from two weeks ago, that promised phone call. It happens when somebody remembers. Often you are that somebody.
Seven tools, plus the unwritten rules about where everything sits. Handing over that knowledge costs weeks you do not have.
Recognise it? Then you are probably the glue between your systems. How it grew that way is set out in Your company runs on seven tools. And you are the glue.
This is what your workspace looks like
One setting that follows the work. This is how a new assignment runs through it.
The request lands in your workspace and attaches to the right client straight away. Earlier conversations, agreements and quotes sit beside it. Nobody searches three mailboxes.
After the intro meeting you speak in what you discussed, simply in your own words. The assistant turns it into a summary, actions and a note on the client. Talking instead of typing.
On the basis of that conversation, a quote sits ready in your style and with your rates. You read it, adjust it and approve it. Only then does it go to the client.
If the client says yes, the quote becomes a project: tasks divided, hours logged, invoicing running alongside. Nobody retypes a thing.
No answer to the quote? Invoice still open? The workspace puts it in front of the right person at the right moment. Nothing runs on memory any more.
You keep your hand on the wheel. The AI only does low-risk, reversible work by itself. Everything that goes out sits ready as a draft first and leaves only with your approval. And your day starts with one screen and one question: what now?
Proof
Streamlining client processes, introducing AI and replacing separate tools with one setting: that is the work we have been doing for years.
A new CRM system that automates most of client acceptance and screening at the brokerage arm. Result: a 65% shorter lead time.
Ran the bank's first ChatGPT pilot, plus a process diagnosis of the KYC process. Introducing AI where it helps, with the team on board.
A custom-built workspace that replaced the separate tools, with AI in the core process. We helped the team into the new way of working.
Frequently asked questions
No. What works well, stays. We connect your workspace to your accounting package, so invoices and payments land in the right place by themselves. We replace only what pinches.
We migrate it. Clients, quotes and files move safely across to the new setting, so you are not starting over. And your data stays exportable at all times: it is and remains yours.
Especially. In a small team everything comes down to a few people, so every hour counts double. And because you do not pay per user, a small team works in your favour.
We build per phase, and the first phase is already usable. So you are not waiting months for one big delivery, you are working with the first version while we build on.
The first step
In one to two weeks we map out how your firm works, where time and follow-up leak away, and what a workspace of your own gets you. You get a concrete build plan, not an advisory report for the drawer.
Building on with us afterwards? Then we offset €1,500 against the implementation.
Prefer to email first? Send your question to hello@bravio.nl. You will have an answer within one working day.