How smart automation accelerates your customer processes
Many companies waste time daily on repetitive tasks: sending invoices, scheduling appointments, and distributing documents. It may seem unavoidable, but in reality, much of this can be automated.
With Tixer Connect, you can automate important customer processes, freeing up your team for personalized service and growth.
Where is the most time wasted?
- Invoicing – Manually creating and following up on invoices is time-consuming.
- Scheduling appointments – emailing back and forth to find a time slot.
- Document management – searching for the correct version of a contract or quote.
- Communication – Information becomes fragmented across email, chat, and phone.
These disjointed processes not only waste time but also frustrate customers.
The power of automation in Tixer Connect
With Tixer Connect, you can organize these processes more intelligently:
- Automatic invoicing: send invoices immediately after delivery and automatically link payments.
- Smart calendar: customers choose an available time slot in your shared calendar.
- Version control: documents are automatically updated and stored centrally.
- Notifications & reminders: customers automatically receive reminders for appointments and payments.
Efficiency + customer satisfaction
By using automation, you benefit twice:
- Time savings – fewer manual tasks for your team.
- Better customer experience – customers have faster access to the right information and services.
A win-win situation where your business processes become scalable and customers are more satisfied.
Practical Example
A consultancy firm previously used disparate tools: a calendar app for appointments, an accounting package for invoicing, and separate folders in the cloud for documents. This often caused confusion: clients missed appointments or had to search for the correct version of documents.
After switching to Tixer Connect:
- All appointments are in the shared calendar, directly linked to the client.
- Invoices and quotes are clearly stored and shared per client.
- Documents such as contracts are centrally and securely stored in the client file.
- Communication runs via a single, secure platform, instead of separate emails.
The result? Less administration, faster information retrieval, and clearer collaboration with clients.
Conclusion
Smart automation is the key to more efficient client management. By automating repetitive tasks, you save time and offer clients a better experience.
👉 Want to discover which processes your company can automate? Request a demo from Tixer Connect.