Process automation that takes over the routine.
MARQIO designs and builds automation that takes repetitive work off your team: moving data between apps, invoices, documents, notifications and regular data processing. We connect the tools you already use, such as accounting, your CRM or public registries, so nothing has to be retyped. Your people get time back for work that needs a human, and admin costs go down.
Who it is for
- You issue an invoice in one tool and then retype it into your accounting system.
- Website enquiries end up in an inbox and a sales rep has to enter them into the CRM one by one.
- You copy company details from the business register and duplicates keep piling up in your contacts.
- Someone checks every day what has changed and copies it into another system.
- You calculate offers, contracts and commissions in spreadsheets, and every mistake costs money.
What you get
Send an enquiryAccounting without retyping
Invoices linked to your accounting system in both directions. In FoxFix a job closes by itself as soon as the customer pays the invoice.
Enquiries straight in the CRM
Every form on the website creates a record in your CRM. If the connection fails, the enquiry arrives by e-mail, so nothing is lost.
Registry details, no duplicates
Enter a company ID and the details are filled in from the public business register; the system warns you when the contact already exists.
Documents and calculations on autopilot
A PDF offer in one click, a contract for e-signature and commissions from the rate card. In ZEUS Core the calculation becomes the offer, the offer the contract and the contract the commission.
Scheduled jobs that run themselves
Content preparation, publishing, clearing out expired records and sending notifications run on their own. In the Slevy a Akce app this happens every night, and the client's team only approves content.
Calendar and alerts
Appointments synced with the calendar your team already uses, and alerts that arrive at the right moment, for example about good electricity market prices.
How we work
Intro call
We get back to you and set up an intro call. We find out which data gets retyped and between which tools. Then we propose an approach and budget based on what you need.
A map of repetitive work
We map processes and the places where data gets retyped, and check which tools can be connected. First we pick the automation that saves the most time.
A prototype with the first connection
We start with one whole process on your data, including the most important connection. The result helps you decide how to continue.
Launch and monitoring
We launch the automation, train the team and monitor it. Connections to third-party services need maintenance after launch too, so we stay on.
Technology
What drives price and timeline
- How many tools need connecting, and whether they offer an interface for it (API).
- Whether data flows one way or both ways, as with invoices and accounting.
- How many exceptions and rules the process has: approvals, a fallback when a service is down, error checks.
- The quality and format of the input data, such as spreadsheets, exports or PDFs.
- Maintenance after launch: connections to third-party services need monitoring and occasional updates.
- Every project is different. We propose scope, timeline and budget based on what you need.
From our work
FoxFix
FoxFix links invoicing with accounting in both directions: a job closes by itself once paid, and nothing is retyped.
Web Pražská energie
The Pražská energie website creates every enquiry straight in the CRM and sends it by e-mail if the connection fails.
Slevy a Akce
The Slevy a Akce app fills itself: every night new offers are prepared and published, expired ones cleared out and notifications sent.
Frequently asked questions
Usually yes. MARQIO runs a live accounting integration in the FoxFix system, where invoices flow both ways. When a customer pays an invoice, the job in FoxFix closes by itself. On the intro call we check whether your accounting software offers an interface for connection (API).
Yes. On the Pražská energie website every form creates a record directly in the CRM, whether it is a consultation, surplus buy-back, partnership or business case. If the CRM connection fails, the enquiry arrives by e-mail, so nothing is lost.
The first thing worth automating is the most tedious routine work someone does every day, typically retyping data between two tools. That is where the payback is fastest. MARQIO finds these spots during the initial analysis and builds first whatever saves the most time.
Usually yes; it depends mainly on whether the tool offers an interface for connection (API) or a data export. MARQIO checks this for your particular tool on the intro call. Besides accounting and CRMs, we connect payment gateways, e-shops and public registries.
Automation from MARQIO has a fallback and a check wherever a mistake would hurt. Pražská energie enquiries arrive by e-mail if the CRM is down, and at Slevy a Akce the client's team approves content first. We monitor operations after launch.
It depends on how many connections and how much data the first process needs. MARQIO starts with a prototype that covers one whole process on your data, including the most important connection. Based on it, you decide whether to continue.
Tell us what is slowing you down.
Every project is different. We will get back to you, talk through how it could work for you and propose scope and budget based on what you need.