Sales with a next step
Contacts, communication history and open opportunities. The sales module is in development.
We develop our own tools around specific business workflows. Choose the direction that fits your work, from proposals and invoices to machine configuration and service.
Discuss deploymentWe are developing sales, proposals and a client workspace in one system. For smaller teams that want a clear picture even after the deal is agreed.
Request a Relviyo walkthroughContacts, communication history and open opportunities. The sales module is in development.
The existing prototype supports templates, PDF, proposal-to-invoice item transfer and payment records.
Documents, materials, messages and approval of a specific proposal version through a project link.
A contact on a phone, a proposal in email and the next step in someone’s head.
Goal: history and the next step alongside each clientMultiple attachments, revised prices and unclear approval.
Document versions and approval in the client workspaceAgreed items are manually copied into an invoice.
Proposal-to-invoice item transfer in the prototypeClients need to provide materials, confirm the scope and find the correct invoice. Teams need to know who acts next and what remains pending. Relviyo is being designed to connect these steps.
Request a Relviyo walkthroughFrom an agreed proposal to invoicing and delivery. A Peppol connection is planned as a Relviyo extension; the current document prototype uses PDF and exports.
Discuss invoicing in RelviyoWe will show the existing document prototype and review your enquiry-to-invoice workflow. We will propose a pilot scope, integrations and pricing approach.
Request a Relviyo walkthroughWe are developing a digital workspace for manufacturers and service teams. Existing prototypes demonstrate equipment configuration, part selection and access to documentation.
Discuss a pilot for my machineDesign needs the assembly. Service needs the specific part. Operators need the right guide. Each role can access the information it needs.
Dimensions, materials and modules. Configuration and space checks, indicative pricing and a component list.
Select parts on the model, explode the assembly and access related guides. Prepare a part or service request.
Machine identification and documents. Deployment adds manufacturer content, versions, languages and long-term availability.
A photo without an identifier triggers another round of questions.
Select the component directly in the 3D modelA technician searches through folders and old messages.
Documents attached to the specific equipmentDimensions and combinations are checked after an enquiry.
Configuration checks and an indicative component listA technician opens a specific machine, selects a component in 3D and finds its identifier and guide. A part request starts with a clear identification and the relevant context.
Discuss a pilot for my machineA digital product passport is a possible planned extension: materials, suppliers and documentation according to the requirements of the specific product category.
We will review your available CAD model, part list and documentation. We will propose a pilot for one equipment type and prioritise configuration or service around your needs.
Discuss a pilot for my machineWe will review your workflow, show the existing foundation and agree on a pilot scope.
Discuss deployment