Knowledge base
CRM, Holded & AI: articles and guides
Everything we have written about CRM, Holded & AI, newest first.
CRM & Holded
Implementing Holded: what to set up first
Most Holded problems we get called in for are not Holded problems. They are setup decisions made in the wrong order. Here is the order we use.
CRM & Holded · Legal
Verifactu: what changes for your invoicing
Verifactu has been postponed so often that most people have stopped listening. Here is what is law today, what has only been announced, and what it means for your invoicing software.
CRM & Holded
Setting up customer service that does not run on someone’s inbox
A good product makes a customer content. Solving their problem properly is what makes them stay. That needs a system, not goodwill.
Want the whole site looked at, not just this one thing?
The free 30-minute call includes a look under the hood, across site, systems and marketing. You leave with a one-page map of what works and what leaks.