Clients & contacts
Contact details, agreements and notes in one place. So you can find the context behind each client.
SACE DEVELOPMENT / BUSINESS DASHBOARDS
Fewer scattered lists.
More control over your work.
We create a workspace for the information you need every day. Standalone or connected to your website, with features that fit the way you work.
01 / ONE LOGICAL WORKSPACE
What would you like to bring together?
These are possible modules. We first choose a small, useful foundation.
Tasks & projects
Who does what, what is the status and what needs attention? An overview that fits your daily work.
Administrative overview
An overview of agreed information such as invoice statuses or income and expenses. Initially as a complement to your existing accounting.
Documents & information
Keep the information and documents for a client or project together and easy to find.
Notifications & standard emails
For example, a confirmation or reminder at an agreed stage in your process.
Exports & integrations
We look at which information you want to export and whether connecting to an existing system is possible.
02 / START SMALL ON PURPOSE
First, one problem.
Then, a good solution.
A dashboard does not need to do everything at once. We start with the features that make the biggest difference and expand from there.
- Agree who can view and change each type of information
- Develop and test with fictional data first
- Include backups, access and management in the agreements
- Assess integrations for feasibility and dependencies
YOUR WORKSPACE, MADE TO FITA clear overview.
A clear overview.
A calmer working day.
Clients
Current projects
Tasks & documents
SCHEMATIC EXAMPLEFROM IDEA TO NEXT STEP
Where do you lose the overview?
Tell us how you work today and what keeps coming back. That is where a useful dashboard starts.