ailabCRM
A system for companies that carry hundreds of clients on a fixed schedule: tasks are created automatically from the calendar and the client's settings, WhatsApp and Telegram conversations gather in one window, and workload, KPIs and invoices are computed without manual bookkeeping.
What it does
Client record
Details, tax regime, services, the responsible team and special terms — in one place instead of three spreadsheets.
Tasks from the calendar
Work templates and the tax calendar create the tasks themselves: the right owner, the right deadline, no manual assignment.
A check before closing
A task cannot be closed until the exports reconcile under your rules. The error shows up before filing, not after the penalty.
One inbox
Client groups in WhatsApp and Telegram are visible inside the system. The client stays in their own chat; an employee sees only their own clients.
Workload and KPIs
Workload is counted in standard hours, not in client headcount. Deadlines, quality and communication add up to a KPI with every point explained.
Billing
Charges from the contract, PDF invoices in a batch, payments matched from the bank statement, balances and reconciliation statements.
What the rollout includes
- A review of how the work is run today
- Setup of the calendar, work templates and check rules
- Connection of the WhatsApp and Telegram groups
- A pilot on part of the client base, then the whole company
Status
In development
The product is in development. It is designed around the real process of an accounting firm serving more than three hundred clients: the specification is agreed and the first version is being built for a pilot. Early clients can still shape what goes into the release.
Discuss a pilotTell us about the task
We'll review the processes, show what can be automated and estimate the timeline. No commitment.