A digital colleague works in your CRM itself, instead of talking about it. In Teamleader, Raydo reads who your customers are, which quotes are outstanding and what has been left standing, and prepares the follow-up work for you.
You do not have to set up rules or get to know a new screen. You give permission once, and from that moment Raydo sees what is there. You read it over and decide what goes out the door.
Answers your question. After that the work is still there.
Sees for itself what has to happen and prepares the work for your approval.
Five actions, and no more than that.
Your customers and contact people
Your quotes, and whether a reply is still coming
Your invoices: what has been sent and what is outstanding
Missing details on a customer or contact person
The source and the date with everything Raydo adds
Raydo only writes in its own fields. What you filled in stays yours.
At eight you see which quote in Teamleader has been standing still for days, before you think of it yourself.
On requestCustomer pictureRaydo starts with what is in Teamleader and fills in with what the official registers say.
After your meetingCRM updateRecord what you discussed on the way back. Raydo then updates your customer details in Teamleader.
With every new customerCompany checkEvery new company that comes into Teamleader is checked, with the evidence alongside.
Beta partners have a say in which tasks come next.
Read what the beta programme involvesRead your customers, quotes and invoices
Fill in what is missing, with the source alongside
Flag that a quote is standing still
Send or change a quote without you
Create, book or collect invoices
Chase a payment itself
Raydo works in Teamleader, not beside it. If you stop, your Teamleader works as it worked before.
Through Teamleader's own connection. Raydo never asks for your password.
From that moment Raydo sees your customers, quotes and invoices, and nothing beyond that.
With immediate effect, in Teamleader itself. From that moment Raydo no longer looks in it.
Everything Raydo reads from Teamleader and keeps stays inside Europe.
Raydo does not scrape. What Raydo fetches comes from a source meant for it.
With every detail Raydo adds, it says where it comes from and when.
What goes to a customer goes through you.
No. Raydo reads them and flags when one is standing still. Changing and sending are yours.
Raydo sees what is outstanding, so the follow-up takes it into account. Raydo does not create, book or collect invoices.
Yes. Raydo works with what is in it and fills in what is missing. You do not have to put your Teamleader in order first.
Raydo sees what is in the shared environment you give access to. You decide yourself which part that is.
With immediate effect, in Teamleader itself. From that moment Raydo no longer looks in it.
We take on a small number of companies as beta partners. We run alongside you for four to six weeks on your own data, and it costs you nothing. Together we measure where things stand up front, so at the end you can see what changed.