Yak Consulting Logo

Yak Consulting

Manual to Automated: Solutions That Drive Productivity

Services

Our Services

CRM systems, process automation and AI

n8n Automation

We automate business processes using n8n - a powerful platform for creating workflows without writing code.

What we offer:

  • System Integration - Connect different tools and platforms (CRM, ERP, marketing, e-commerce)
  • Process Automation - Eliminate repetitive tasks and streamline workflows
  • No-Code Workflows - Build advanced automations accessible to everyone
  • Monitoring & Optimization - Ensure reliable operation and continuous improvement

Example applications:

  • Automated order and invoice processing
  • Data synchronization between systems
  • Marketing and customer communication automation
  • Report and analytics generation
  • API and webhook integration

Ask about automation

AI Consulting

We help businesses leverage artificial intelligence to drive growth and increase efficiency.

Our specializations:

  • AI Strategy - Identify areas where AI can deliver the greatest value
  • Solution Implementation - Deploy practical tools based on GPT, Claude and other models
  • AI Automation - Combine AI with process automation
  • Custom AI Solutions - Build tailored solutions for your needs
  • Team Training - Teach effective use of AI tools

Application areas:

  • Customer service automation (chatbots, AI assistants)
  • Document analysis and processing
  • Content and marketing material generation
  • Data analysis and business decision support
  • Operational process optimization

Schedule AI consultation

CRM Systems

We design and build custom CRM systems for managing customer relationships. We tailor the system to your processes and industry, instead of forcing your team into a ready-made template.

What the implementation includes:

  • Process Analysis - We map the customer journey and sales process in your company
  • Customer & Contact Database - One place for customer data, contact history, documents and notes
  • Sales Pipeline - Track inquiries, quotes and opportunities at every stage
  • Tasks & Reminders - Calendar, deadlines and automatic reminders for sales reps
  • Reports & Analytics - Sales results, team performance and forecasts at a glance
  • Integrations - Connect with ERP, accounting, email, calendar and your website
  • Data Security - User roles and permissions, GDPR compliance

Industry solutions:

Manufacturing

  • Handling requests for quotation and quote calculation
  • Order tracking and fulfilment status
  • History of cooperation with B2B customers and distributors
  • Integration with ERP and production planning
  • Complaints and service management

Real Estate

  • Property listings database linked to clients
  • Matching listings to buyers' and tenants' needs
  • Viewing and meeting calendar
  • Lead capture from listing portals and your website
  • Managing deals from inquiry to contract

We also build CRM systems for other industries — every project starts with an analysis of your processes.

Let's talk about CRM

work

Projects

Look what we made

Foto.Guru - ordering software.

CRM Systems - custom customer relationship management systems, including for manufacturing and real estate.

Read more about our work in Case Studies, and see what a CRM implementation includes under Services.

Case Studies

Case Studies

Examples of our implementations

End-to-End Automation of Property Sales and Purchases

Industry: Real Estate

Challenge:

A real estate agency ran the entire process – from acquiring listings and handling client inquiries, through viewings and negotiations, to the preliminary agreement and the notarial deed – in spreadsheets, email inboxes and agents' notes. Information was scattered, leads from listing portals got lost, and every stage of a deal required manual tracking of deadlines and documents.

Solution:

  • A CRM system covering the full deal lifecycle – from a new listing or buyer inquiry to the notarial deed
  • Automatic lead capture from listing portals, the website and forms, with assignment to agents
  • Property database linked to clients, with automatic matching of listings to buyers' criteria
  • Automatic publishing of listings to portals and synchronization of price and status changes
  • Viewing calendar with SMS and email reminders for clients and agents
  • Document generation – brokerage agreements, handover protocols and preliminary agreements – from system data
  • Deal stages with checklists: land registry verification, financing, notary appointment
  • Reports: agent performance, lead sources, deal duration and commissions

Results:

  • The entire sales and purchase process in one system – from first contact to the notarial deed
  • Every inquiry reaches the right agent immediately – no lead gets lost
  • Agents spend their time with clients, not retyping data and preparing documents
  • Management sees the status of every deal and team results in real time

CRM / ERP System for a Steel Cutting and Bending Plant

Industry: Manufacturing / Steel Processing

About the plant:

The plant specializes in made-to-order cutting and bending of steel sheets and profiles – from single parts to production runs for companies in construction, machinery and steel structures. Its modern machine park includes fiber laser cutters, a plasma cutter, CNC press brakes, guillotine shears and band saws for profiles, with production running on multiple shifts.

Challenge:

Requests for quotation arrived by email together with drawings, and quotes were prepared manually in spreadsheets, depending on the experience of individual people. There was no up-to-date view of machine load, sheet metal stock or order status. Production was planned on a whiteboard on the shop floor, and customers regularly called to ask when their order would be ready.

Solution:

  • CRM for the sales team: B2B customer database, history of inquiries, quotes and orders
  • Quoting module that accounts for material, sheet thickness, cutting length, number of bends and machine time
  • Converting an accepted quote into a production order with one click
  • Production planning based on the load of each machine and the shift schedule
  • Shop-floor terminals – operators report the start and end of every operation
  • Sheet and profile inventory with material reservation for orders and offcut tracking
  • Automatic customer notifications about order status and readiness for pickup
  • Integration with the accounting system – invoices and delivery notes generated from the system

Results:

  • Fast, consistent quotes based on uniform calculation rules
  • Real-time view of machine park load and realistic lead times
  • Full order traceability – from inquiry, through material and machines, to shipping
  • Fewer customer calls – order status updates are sent automatically

Process Automation for Photography Studio

Client: Foto.Guru - photo ordering platform

Challenge:

A photography studio needed to automate the process of receiving online orders, photo processing, and customer communication. Manual order management was time-consuming and error-prone.

Solution:

  • Built an automated system for receiving orders online
  • Integration with payment system and printers
  • Automatic email and SMS notifications for customers
  • Admin panel for order management

Results:

  • 75% reduction in order processing time
  • 150% increase in order volume
  • Elimination of fulfillment errors
  • Increased customer satisfaction

View Foto.Guru

Price Monitoring System for E-commerce

Client: PriceWatch - competitor tracking tool

Challenge:

Online stores had to manually check competitor prices, which was impossible at scale. Lack of current data made dynamic pricing management difficult.

Solution:

  • Automated competitor website scraping system
  • Real-time price analysis and comparison
  • Price change notifications
  • API for client system integration

Results:

  • 24/7 monitoring of thousands of products
  • Immediate response to competitor price changes
  • Margin increase through price optimization
  • Savings of hundreds of manual work hours monthly

AI Implementation for Customer Service

Industry: E-commerce / Retail

Challenge:

An e-commerce company received hundreds of inquiries daily. The customer service team couldn't respond to all questions on time, resulting in lost potential customers.

Solution:

  • Implemented GPT-4 based AI chatbot
  • Integration with knowledge base and order system
  • Automatic responses to common questions
  • Escalation of complex cases to the team

Results:

  • Automated 70% of customer inquiries
  • Response time reduced from 4 hours to 30 seconds
  • 24/7 customer service without additional costs
  • 25% increase in conversion rate
  • Savings of 3 FTE in customer service

Let's talk about your project

O nas

About Us

About company

With multiple experienced production hubs and service areas including Poland and Australia, Yak Consluting possess the capacity to manage and support your complex digital development needs.

NIP: 896-120-88-69
REGON: 020023184

account number:
Santander Bank Polska S.A.
59 1090 1522 0000 0001 4751 9022

Kontakt

Contact