Tools and systems in other technical consultancy

What a business with this way of working uses

• HubSpot gratis CRM
• Calendly
• Scrive
• Fiken/Tripletex
• Brevo

Together they cost ~600-900 kr/mnd.

What it amounts to

Together the systems cost up to NOK 10,800 a year. A median company in this industry keeps NOK 2,299,234 in operating profit, so they are 0.5 % of that.

Step by step, from the job coming in to the money landing

Eight steps through the working day, and which of the systems above covers each of them. We do not rank and we do not recommend: we look up which steps the registry files these tools under.

1. How work comes in

   From the customer getting in touch to it sitting somewhere you actually see it.

   • HubSpot · Contact form with auto-response

     Web form that sends auto-receipt, categorizes and routes to the right person.

   • HubSpot og Brevo · CRM with lead management

     CRM system that captures, categorizes and follows up new inquiries automatically.

     Also covers repeat work from the same customer.

   • HubSpot og Calendly · Instant lead routing with booking

     Web form qualifies, routes to the right person, and lets the customer book a meeting in the same flow — no wait, no phone tag.

     Also covers planning the week.

2. Quoting and pricing

   From knowing what the job is to the customer having a number to accept.

   • Scrive · Document automation + e-signing

     Proposals built from template, auto-filled from CRM, signed digitally with reminders. Dramatically faster than manual Word + PDF + email.

3. Planning the week

   Who does what, when, and how they find out.

   • Calendly · Online booking (SaaS)

     The customer books themselves via website or app. Automatic reminders and calendar sync.

     Also covers repeat work from the same customer.

4. Documenting as you go

   Hours, materials, photos and deviations, as it happens rather than afterwards.

   • Tripletex · Field service management

     Digital management of assignments, time tracking, status updates and customer communication.

   • HubSpot · Real-time customer status updates

     The customer receives automatic progress updates via SMS, email or portal.

     Also covers repeat work from the same customer.

5. Closing out with the customer

   The customer knowing it is finished, and what was done.

   None of the systems above covers this step. That is a gap, and for many it is a deliberate one.

6. Invoicing

   From the job being finished to the invoice being sent.

   • Fiken og Tripletex · Cloud accounting with auto-invoicing

     Invoice is generated automatically from order/project and sent digitally (EHF/email).

   • Fiken og Tripletex · Field invoicing (mobile)

     Invoice is sent from the job site right after work is done, directly from mobile/tablet.

7. Chasing payment

   From the invoice being sent to the money being in the account.

   • Fiken og Tripletex · Manual invoicing

     Invoice sent after work is completed, typically 14-30 day payment terms.

     Also covers invoicing.

8. Repeat work from the same customer

   What happens after the invoice is paid.

   • Brevo · Automated follow-up (SMS/email)

     Automatic message after service with satisfaction question and review link.

   • HubSpot · CRM with AI-driven follow-up sequences

     AI proposes and sends personalised follow-up emails based on prior interactions. Auto-pauses when the customer replies.

• The numbers in this industry→Margins, profitability and size for other technical consultancy.
• Walk through your own operations→Eight questions about how the work actually flows. Under four minutes.
• Open tenders→Public competitions in other technical consultancy with a deadline still ahead.
• Check your own company→One organisation number, and you see where you sit against the industry.