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Standard Pack · From first contact to payment

Sell, invoice and collect payments without losing information along the way.

The Standard Pack sets up an ERP for freelancers and SMEs, connecting customers, sales follow-up, quotations, invoicing and payment tracking in one workflow, with assigned owners and clear next actions.

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Clearly defined scope Process before tools No extra charge per user
// STANDARD WORKFLOWContact → payment
01ContactRecorded
02OpportunityAssigned owner
03Follow-upNext action
04QuotationTraceable
05AcceptanceConnected
06InvoiceTracked
07PaymentFollow-up

One shared workflow so that information no longer depends on memory, a spreadsheet or one individual.

Process workflow

Defined from first contact to payment.

All the users you need at no extra cost

Adding team members to the system does not increase per-user fees.

Initial data migration

Contacts, catalogue and specifically agreed data.

Training and go-live

So the system is used effectively from day one.

Finding the right fit

The Standard Pack is designed to organise straightforward sales and administrative operations.

It is intended for businesses that need to control the journey from the first enquiry through to invoice payment, but do not yet need to coordinate projects, hours, materials or complex processes.

A particularly good fit if...

Your business is already operating, but information is scattered.

The problem is not a lack of tools. It is that customers, quotations, invoices and collections are not part of the same workflow.

  • Contacts are spread across address books, emails, spreadsheets or different conversations.
  • Opportunities and quotations have no clear next action.
  • Sales documents are prepared manually or vary depending on who creates them.
  • There is no single overview of what has been sold, invoiced, fallen due and collected.
  • Payment reminders are late or rely on someone's memory.
  • One person holds all the information and knows what is still outstanding.
You probably need another level if...

Making a sale must trigger and coordinate operational work.

In these cases, Pro or Custom is usually a better starting point because the process does not end with invoicing and payment.

  • You need projects, operational tasks or timesheets.
  • You want to measure profitability by project or service.
  • You purchase materials that must be allocated to individual jobs.
  • Your operations rely on essential external integrations.
  • You operate multiple companies, locations or complex, business-specific workflows.
  • Exceptions matter more than the standard process.
What changes in practice

From relying on memory to working with assigned owners, statuses and alerts.

The goal is not to add more features. It is to make the sales and administrative workflow visible, repeatable and shared.

Before

Scattered and duplicated information

One shared source of operational information
Before

Follow-ups that rely on memory

Defined owners, dates and alerts
Before

Disconnected quotations and invoices

One continuous process from sale to payment
Before

Management must ask to find out what is happening

Up-to-date indicators in one dashboard
Before

Everyone works differently

Defined, repeatable procedures
Before

Growth brings more administrative disorder

Higher volumes supported by processes and automation
Pack scope

Exactly what the Standard Pack includes.

Not a disconnected collection of modules, but a complete workflow to centralise customers, follow-ups, quotations, invoicing, payment due dates and collections.

Process workflow

We define the journey from first contact to payment: stages, owners, upcoming activities, acceptance criteria and administrative steps. We organise the process first, then configure the system.

Customer management

A central database of contacts, companies, responsible team members and sales information, so everyone works with the same data.

Sales follow-up

A defined sales pipeline, assigned owners, activities, stages and lost-opportunity reasons, so no opportunity goes without follow-up.

Quotations and sales

Consistent templates, a product or service catalogue, acceptance and traceability from proposal to confirmed sale.

Invoicing and due dates

Issue invoices, track their statuses and payment terms, monitor outstanding amounts and receive alerts to see what has been issued, is overdue and has been paid.

Calendar and activities

Follow-up tasks and reminders linked to customers and opportunities, with visible owners and due dates.

Customer portal

A dedicated space where customers can view quotations, invoices and agreed documentation.

Basic dashboard

Visibility into opportunities, quotations, sales, invoicing, overdue amounts and outstanding collections.

Standard automations

Predefined alerts and actions to prevent missed sales follow-ups and payment reminders.

Initial data migration

Import of contacts, catalogue and the data expressly included in the agreed scope before starting.

Training and go-live

Task-specific training, validation using real scenarios and initial support so the team can work with the new workflow.

The principle is simple: we configure only what is needed to make the process work. More options do not add value if the team neither needs nor uses them.
Automated follow-up and control

The system remembers, alerts you and highlights what needs attention.

Standard automations reduce repetitive tasks; the dashboard supports decisions without manually gathering data.

Standard automation library

Automations that keep the process moving.

The specific rules are selected and documented as part of the agreed implementation scope.

  • Agreed form or new record→ creates opportunity
  • Simple assignment rule→ assigns owner
  • Opportunity without a next activity→ generates alert
  • Quotation awaiting a response→ reminds you to follow up
  • Accepted quotation→ triggers the next step
  • Overdue invoice→ creates activity
  • Defined collection sequence→ prepares reminder
Basic dashboard

A clear overview of commercial and administrative activity.

Management can see what is open, what needs follow-up and which payments require attention.

Open opportunitiesWhere sales activity is still pending.
No next actionWhich follow-ups may be missed.
Pipeline valueThe value of potential sales.
Pending quotationsWhich proposals need a response.
Confirmed salesThe volume of sales closed.
Invoicing for the periodWhat has been invoiced.
Overdue amountWhich payments need attention.
Limit of standard automations: special logic, external integrations or processes with many exceptions are quoted as Custom Automation or included in a higher-tier pack.
Invoicing setup

VeriFactu compliance is also addressed as part of the implementation.

We configure invoicing within the ERP. The declaration of responsibility is issued by the producer of the invoicing system for the version being implemented.

Clear responsibilities

We implement it. The system producer signs the declaration.

We configure the invoicing workflow and make it operational within the pack’s scope. At go-live, we provide the declaration of responsibility issued by the system producer for the installed version.

01

Implementation

We configure the invoicing workflow within the ERP system.

02

Declaration of responsibility

The invoicing system producer issues it for the relevant version.

03

Documentation

We provide the documentation linked to the implemented version.

Source: AEAT · Declaration of responsibility for invoicing systems (in Spanish).

Limits and extensions

What the Standard Pack does not include, and what can be added.

The base scope is designed to be clear and repeatable. Needs that fall outside this workflow are handled as add-ons or require a higher-level pack.

Not included in the base scope

What falls outside the Standard Pack.

These items should not be treated as included or added during implementation without reviewing the scope.

  • Project management, operational tasks or timesheets.
  • Project profitability tracking.
  • Purchasing, warehouse and inventory management.
  • Accounting, bank reconciliation or tax filing.
  • Custom development, external integrations or multi-company setup.
  • Historical data migration or advanced data cleansing not expressly agreed.
  • Payroll, tax advisory or legal advice.
Optional add-ons

The system can grow when there is a real business need.

Add-ons are quoted separately and recommended only when they address an identified problem.

Connected website

Turn forms or enquiries into opportunities with assigned owners and follow-up.

Recurring revenue

Contracts, subscriptions, recurring invoices, due dates and renewals.

Purchasing and materials

We assess whether they can be added as a limited extension or whether operations require the Pro Pack.

Accounting

Connect documents, banks and financial information with your administration team and accountant.

Custom automations

Workflows, integrations or AI uses outside the standard library.

An adviser will review whether the add-on fits the Standard Pack or whether Pro or Custom is a better choice.
Our implementation approach

Implementation does not end when the system has been configured.

The aim is for the team to understand the process, use the tool and access reliable information from the first validated workflow.

01 / UNDERSTAND

We review your current operations

Goals, people, data, problems and ways of working.

02 / DESIGN

We define the target process

Owners, stages, next actions, alerts and indicators.

03 / PREPARE

We configure and organise

We prepare the system and the data structure to be migrated.

04 / VALIDATE

We test real scenarios

We check the included workflow and make the agreed corrections.

05 / TRAIN

We teach what is needed

Each person learns to perform their part of the process.

06 / LAUNCH

We put the system into operation

With assigned owners, a launch date and an incident-handling procedure.

07 / MEASURE

We review adoption and improvements

We check the defined indicators and how the workflow is used in practice.

For this to work, we will need your active involvement.

  • Appoint a decision-maker responsible for the project.
  • Provide the agreed data and documents.
  • Validate the target process and test cases.
  • Ensure the team attends training.
  • Stop using parallel workflows that duplicate information.
  • Keep the data feeding alerts and dashboards up to date.
Frequently asked questions

Common questions before choosing the Standard Pack.

Does it include projects and timesheets?

No. The Standard Pack covers the sales and administrative workflow from first contact to payment. If you need to manage projects, tasks, hours, milestones or profitability, Pro is usually the right level.

What data is migrated at the start?

Initial migration may include contacts, the catalogue and the data expressly defined in the scope. Complex historical records or advanced data cleansing are not included by default.

Are the automations fully customised?

The pack includes standard automations from a predefined library. Special logic, external integrations or workflows with many exceptions are quoted as an add-on or included in a higher-tier pack.

Can I add a website, purchasing or accounting?

Yes, provided the add-on meets a specific need and can be incorporated without disrupting the core workflow. Before quoting it, we check whether Standard remains the right foundation.

Are training and go-live included?

Yes. It includes task-specific training, validation with real scenarios and initial support within the agreed scope.

Do I have to pay more to add users?

No. You can add as many users as you need without paying an additional fee per person.

How can I tell if Standard is really the right pack for me?

An adviser will review how opportunities come in, how you prepare quotations, what happens after acceptance and how you track invoices and payments. Based on that, we will tell you whether Standard is a good fit, whether it needs an add-on or whether a different level would be better.

View all FAQs
Next step

Is your main challenge somewhere between first contact and payment?

Talk to an adviser and we will review whether the Standard Pack fits your business, requires an add-on or whether another level would be the better recommendation.

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