Overview
Automate your back office for smooth, error-free tracking.
Billing, CRM, accounting, HR... Save time and reduce repetitive tasks.
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Say goodbye to forgetfulness and late payments.
✔ Automatic invoice generation → Synchronization with your orders and subscriptions.
✔ Sending and tracking payments → Automatic reminders for pending invoices.
✔ Integration with Stripe, PayPal, Xero, QuickBooks → Synchronized payment and accounting.
Don't waste time chasing payments.
✔ Automatic reminders → Emails and SMS sent to customers in arrears.
✔ Recurring billing → Automatic generation and dispatch for subscriptions and monthly payments.
✔ Real-time monitoring → Internal alerts on unpaid invoices and transaction status.
Standardize and secure your document management.
✔ Automatic contract generation → Templates filled in and sent without manual intervention.
✔ Integrated electronic signature → Automation with Docusign, PandaDoc, Crove.
✔ Archiving & secure access → Organize documents in Google Drive, Dropbox or OneDrive.
Up-to-date data and frictionless customer care.
✔ Automatic updating of customer records → CRM synchronized with payments and invoices.
✔ Opportunity & customer status tracking → Automatic follow-ups based on interactions.
✔ Accounting integration → Direct link between CRM, Xero, QuickBooks and financial reporting.
Simplify team and payment management.
✔ Leave & absence tracking → Automated tables with reminders for validation.
✔ Payroll & payroll management → Automation of payslips and transfers.
✔ Onboarding new employees → Automatic sending of documents and task checklists.
✔ Less paperwork, more productivity → All administrative tasks are streamlined.
✔ Fewer errors and late payments → Automated invoices and reminders.
✔ More closely monitored employees → Simplified, transparent HR management.
✔ Smooth, up-to-date accounting → No need to check everything manually.
Your administrative management becomes an asset, not a burden.
Process
At ActivDev, we follow a process to design and integrate solutions tailored to your needs.
We analyze your back office and identify tasks that can be automated.
Set up workflows: invoicing, payments, CRM, HR, reminders.
Performance analysis and adjustments to maximize efficiency.
We integrate Make.com with Xero, QuickBooks, Stripe, Zoho, HubSpot, Google Drive, Dropbox, Docusign and many others. Contact us to discuss your specific software requirements.
Yes! Our workflows generate, send and track invoices with automatic reminders by email/Whatsapp.
Absolutely. We automate recurring payments with renewal and reminder management.
We connect your tools to update customer files and track payments in real time.
Yes! We integrate HR management, payments and absence monitoring for simplicity.
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