Business CRM
Enquiries, quotes and follow-ups in one place. We set it up according to your process.
In use in our own business

When standard software does not fit your processes, we develop the application that does exactly what your business needs, from internal administration through automations to the interface between your systems. Local from Liebenscheid, with a fixed contact.
Choose your industry. You see where daily work gets stuck, how it runs with us and which software fits.
Enquiries come by phone, WhatsApp and form. Photos are on a phone, sorting happens after work.
The enquiry form takes the address and desired date and creates the case in the CRM. We add photo upload on request.
In the morning the office sees what came in and calls back specifically.
The quote is in Word, the invoice in another program, the reminder depends on memory.
Quotes run in the CRM, invoices in the invoicing tool, open items and reminders are visible at a glance. Follow-up reminders prompt you to chase.
No quote is left unanswered, open invoices are visible immediately.
Tasks are assigned by phone, changes do not reach everyone.
Employees record working time directly on their phone. We make orders and appointments available on mobile on request.
The team knows in the morning where it is going and asks the office less often.
Reservations are in a notebook, on slips of paper or in the head of whoever is on duty.
Guests reserve online, receive a confirmation and you see all reservations in one place.
Service stays with the guest, the reservation list is complete.
Orders come by phone, names and wishes are misunderstood.
Guests order for pickup or via QR code at the table. Online payment is prepared and starts with the first pilot business.
The order is there in writing, misunderstandings on the phone are eliminated.
The menu is a PDF, every change goes through an agency.
You change menu, opening hours and promotions yourself in the content management system.
A change is online in minutes, not only after a week.
Appointments run via phone and WhatsApp, often in the middle of a treatment.
Customers book the service and staff member themselves, also in the evening.
The calendar fills up without interrupting work.
Whoever forgets the appointment leaves a gap that nobody can fill any more.
We set up an automatic reminder by e-mail before the appointment in the pilot business.
Can reduce short-notice cancellations and phoning around.
The price list on the website has not been right since the last flyer.
You maintain prices, team photos and gallery yourself, without a web developer.
The site shows what really applies in the salon.
Patients call when the line is busy anyway.
A form takes the appointment wish and callback wish and files it in an orderly way in the system.
Reception calls back specifically instead of holding the line.
Registration and questionnaires are filled out in the waiting room and typed up later.
Questionnaires can be filled out digitally in advance. Which details are suitable for that we clarify with you beforehand.
Less retyping, more time for the conversation.
Maps, videos or fonts load third-party services without anyone having consented.
The site is on a server in Germany, maps and embeds only load after a click.
By default we do not load third-party services when the page is opened.
Missing receipts are asked for by e-mail, answers arrive scattered and incomplete.
Clients receive a link with a checklist and upload documents there. The system requests missing documents automatically by e-mail.
You see at a glance what is still missing, without phoning.
Receipts are renamed by hand and filed in the right month.
The receipts app (in practical testing) reads incoming receipts and files them by year and month.
Preparatory bookkeeping starts with a sorted pile.
Print, sign, scan, send back.
Signature on screen, the finished document lands as a PDF in the file. We create power-of-attorney templates with you.
The return is faster than by post.
Appointments are given by phone, in season the line never stops ringing.
Customers book the service online. You see free times and booked appointments in one view.
The phone is relieved when the most is going on.
Prices are on the website, on the notice board and on the flyer, each with a different status.
You change price lists and promotions yourself in the content management system.
A price change is on the website immediately.
Storage, inspection or exam dates are forgotten by customers.
We set up reminders before the season change or due date on request (e.g. via n8n).
Follow-up appointments come in without anyone phoning after them, as soon as the reminders run.
The examples describe typical situations. What your business really needs, we clarify in a conversation. Your industry is missing? We also build to measure.
Ready-made building blocks that we set up and adapt, and tailor-made solutions. The status shows what already runs in businesses today and what is still being built.
Enquiries, quotes and follow-ups in one place. We set it up according to your process.
In use in our own business
Kanban process, automatic checklist, request documents by link, roles and commissions.
Runs daily in a financial consultancy
Multi-tenant CRM with own branding, pipeline, inbox, quotes and invoices. Not yet ready for sale.
Pilot businesses wanted
Invoices with ZUGFeRD, bank reconciliation and dunning. In use in our own business.
In our own business
Capture receipts by scan or e-mail, read them with AI and file them by year and month.
Internal status, practical test running
Table reservation, pickup and QR ordering with online payment (Stripe) for restaurants. Technically finished.
First restaurant wanted
Online appointments by service and staff member, with advance reminder.
Pilot businesses wanted
Sign contracts on screen, finished PDF in the file. Built with your own templates.
In our own business
Questionnaire, upload and checklist per customer. Customers deliver their details in one place.
In use in our customer onboarding
Record working time on phone or PC, evaluate by customer and activity. A replacement for Kimai-style tools.
In our own business
Handovers and forwarding between your programs, e.g. CRM → calendar. With human approval on request.
Example: visit planning, in use with us
Answers calls, asks for name and concern and passes them on to the team. Prototype.
Prototype, project only
Change texts, images and price lists yourself. Hosting in Germany, maps and embeds only load after a click.
Standard for our customer sites
We develop internal tools, interfaces, customer portals and web apps individually. Free intro call.
Every enquiry becomes a case that stays visible from the first message to the paid invoice. Nobody has to ask where something is.
Replica example screen with made-up data, not a customer screenshot.
Areas of use from running projects, screenshots with made-up test data. We only name customers with their approval.

CRM implemented for a home-financing partner business: Kanban board with freely configurable columns and fields, automatic document requests by e-mail with magic link and PIN, internal file manager and an interface through which enquiries from connected portals arrive directly as cases. Uploaded files are recognised automatically via configurable keyword rules and assigned to a document checklist per case so it is visible at a glance which documents are still missing; only the check result is stored, not the file content. Separate roles for consulting, administration and management, commission and invoice management included.

In-house developed CRM for solutioIT's sales management. At its centre are deals with a Kanban pipeline across all phases, lead score, power dialer, weekly plan and a complete change history per case. It runs on our own infrastructure with a lean database and can be controlled through a documented interface so recurring processes can be automated. The screenshot shows made-up test data.

Invoicing and quoting software focused on GoBD-oriented processes: immutable sent documents, consecutive number ranges and a hash-chained change log. Creates e-invoices in ZUGFeRD format and automatically reconciles payments via a bank connection, including dunning through a background process.

Workflow automation with n8n, here using our own appointment planning as an example: every Monday at 7 am the workflow fetches the most promising enquiries from the CRM, checks in the calendar whether the desired date is free, enters the visit including conversation documents and reports it back to the CRM. Without manual intervention, traceable and adjustable at any time. Workflow shown in simplified form, credentials and settings are hidden.
Applications for tasks that today run in Excel lists, mailboxes or on paper: order and customer management, quote and invoice capture, stock and material overviews, time tracking. Tailored to your terms and your process.
Recurring manual steps that cost time: transferring data from one system to the next, generating documents and bulk e-mails automatically, monitoring deadlines and reminders, reports at the push of a button. Once set up cleanly, it runs in the background.
Connections between programs that have not talked to each other so far: merchandise management, bookkeeping, online shop, calendar, CRM or government portals. So data is captured once and used everywhere instead of being typed in several times.
Applications in the browser, reachable from anywhere and without installation: booking and appointment systems, customer portals with login, form flows, dashboards. On request connected to your existing website.
Together we look at where things get stuck in daily work and what the software should do. Free and non-binding, by phone, video or on site.
You receive a written solution outline with functional scope, process and a comprehensible effort estimate. Only when that fits do we continue.
Implementation in manageable steps. You see first working versions early, give feedback, and we adjust before anything goes into live operation.
Rollout with your team, documentation and a fixed contact for adjustments, extensions and operation, including hosting on request.
solutioIT has for years looked after the IT, servers and websites of businesses in the Westerwald. Software we develop then runs not at a third-party provider but on an infrastructure that we secure, back up and keep up to date ourselves. For you that means: one number for the application, the server and the support, no finger-pointing between several companies when something gets stuck. You will find examples from our work in the references.
Custom software cannot be squeezed into a fixed-price package; the effort depends on what the application has to be able to do. That is why we calculate per project by actual effort and record the estimate in writing in the quote. Smaller tools and automations can often be implemented within a manageable range; larger projects we divide into billable phases so costs stay plannable. The intro call and the concept outline are free. In accordance with § 19 UStG (German small business rule) no VAT is charged.
We develop for SMEs, trades businesses, clubs and manufacturing businesses across the whole Westerwaldkreis, from Liebenscheid and Rennerod through Bad Marienberg and Westerburg to Hachenburg and Montabaur. Short distances means: intro call and coordination on request at your business instead of only by phone, and a contact you can also reach in person. We look at existing systems, Excel stand-alone solutions and paper processes on site before we write a single line of code.
Fits with: IT support & maintenance, Servers & network und Web hosting. You will find all offers for businesses under IT support for businesses.
More on the topic: Internal tools instead of Excel: when custom software is worthwhile.
In the free intro call we clarify whether a custom solution is worthwhile and what it could look like, honestly, even if the answer is sometimes "standard software is enough for that".