XERA for self-employed professionals
You cannot invoice and follow up every client at the same time
XERA prepares the repetitive work —follow-up, reminders and drafts— so that you only decide and approve.
Request a demo (in Spanish)What holds most of them back
Doing everything alone
You are the salesperson, the technician, the administrator and customer service at once. There are not enough hours to do well everything the business needs.
Quotes and invoices that pile up
Preparing a personalised quote, sending it, following it up and then invoicing it takes a disproportionate amount of time for the value it generates.
Clients who do not get a reply in time
You are in the middle of a project and cannot answer a query. By the time you can, the client has found someone else. You lose opportunities for not being available.
Client follow-up pending
Proposals sent without a reply, finished projects without asking for a testimonial, satisfied clients you never contacted again. The business you do not close.
A diary with no order
Overlapping meetings, forgotten important calls and appointments confirmed on WhatsApp that then appear nowhere.
What XERA prepares for you
XERA tells you whom to warn; a person approves what is sent.
Follow-up of proposals
It keeps track of the proposals sent without a reply and of the clients who have gone quiet, and tells you whom to contact, so that you do not have to remember it.
Reminders of tasks and payments
It warns you of invoices pending collection, projects with an upcoming delivery and clients who have gone weeks without news.
Client information in one place
It gathers the information on clients, projects and the history of communications, so that you have the full context when you need it.
Drafts for you to validate
You write the task as you would give it to an assistant. XERA prepares a draft for you to validate before anything is sent: you always keep control.
Questions
Calls and demos are held in Spanish.
Server in Finland · GDPR
Shall we see what XERA would do in your business?
Tell us which process you want to automate and we'll show you how XERA would fit into your real operations.
No sign-up · no spam. Calls, demos and the free diagnostic are held in Spanish.