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Case Study · Our Own Software

AUTOMAIL - software we built,
end to end.

AUTOMAIL is software we made ourselves. Financial advisors were spending too much of the day on slow, repetitive admin, so we built one tool that takes care of it. They use it every day, in French, Dutch and English.

In-house
Designed & built
4 modules
One app
FR · NL · EN
Live
The AUTOMAIL email generator: a meeting summary turned into a structured, ready-to-send follow-up email
The Problem

The advice was
the easy part.

A financial advisor is good at one thing: sitting down with someone, working out their situation, and figuring out the right plan. That part was never the problem. It was everything around it, the admin that piled up before and after every meeting.

The follow-up email

Every meeting ended with a long email: which products, what amounts, which funds, the projections. Written from scratch each time, and twice as long for couples.

Clients everywhere

Clients were scattered across inboxes, notebooks and spreadsheets. No single list, nothing shared, no record of who said what.

Numbers on the side

The numbers got worked out by hand or in another tool, which slowed the meeting down and left room for mistakes.

No overview

Once the team grew, no one could easily see where each client stood, or what had changed.

What We Built

Everything in one place.

Instead of four separate tools, we made one. It all shares the same information, so an advisor goes from "who am I seeing next" to "send the follow-up" without switching apps or retyping anything.

AUTOMAIL · Email Generator

The follow-up, written for you

Pick a client and the email more or less writes itself: the products you talked about, the amounts, the funds, the projections. You read it over and send.

  • One email for one person, a couple, or a whole family, with different products for each.
  • Show a few options next to each other, so the client can compare.
  • Each fund comes with its ISIN code and a link to its factsheet.
  • Copy it as a formatted email or plain text, in French, Dutch or English.
AUTOMAIL email generator with a client form on the left and the generated follow-up email on the right
The CRM pipeline table with client avatars, stage badges and status tints
CRM · Pipeline

The pipeline, finally in one place

Every client moves through the same clear steps, from first contact to signed, with an archive for the rest. One place, one history.

  • You can't move a client forward until the details that step legally needs are filled in. No half-finished records.
  • Every change is saved: who did it, what changed, and when.
  • Roles for each person on the team, quick editing right in the table, and import from a spreadsheet that catches duplicates.
  • The table stays fast, even with thousands of clients in it.
CRM · Inventaire

See the whole pipeline at a glance

For a team, the dashboard shows where everyone stands at a glance, instead of guessing or asking around.

  • How many clients sit at each step, and how many are converting.
  • Each advisor sees their own clients, not everyone else's.
  • It reads the same data as the rest of the app, so it's always current.
The Inventaire dashboard showing conversion metrics and a KPI grid across the pipeline
The pension calculator with sliders, a combined total, and a projection chart
Calculators

Projections, live in the meeting

Pension, long-term savings, budget, inflation and more, all following the Belgian rules. So the number on screen is the real one, not a rough guess.

  • Run the numbers there and then, while the client is watching, instead of "I'll send it over later".
  • See Épargne Pension and Épargne à Long Terme next to each other.
  • An inflation view, so a big number in 30 years still means something today.
Under the Hood

It handles
real money.

This app holds people's savings and personal details, so we took security and getting the numbers right seriously from the start, not as something to patch in later.

Locked by default

The database says no to everything unless we explicitly allow it, and all of that lives in one place we can check. Even if a key leaked, the data stays shut.

A full history

Every client keeps a record of every change and who made it. When you're dealing with other people's money, you want to be able to look back.

Fast, even when it's big

Whether you have fifty clients or thousands, the list stays quick, because it only draws the rows you can actually see.

Trials that can't be gamed

The free trial is protected from abuse without getting in a real user's way. Sign-in, access and billing just work, and the checks happen quietly in the background.

What Changed

Less admin, more advising.

The follow-up email stopped being a chore.

What used to be a long write-up after every meeting is now a few clicks.

Everything's in one place now.

Clients, their history and where they stand all live in one shared list.

The numbers happen in the room.

Advisors run the projections live, instead of promising to send them afterwards.

It holds up in daily use.

Three languages, a whole team, a full history, and it doesn't fall over when a payment fails or someone tries something clever.

Why This Matters

Got a problem worth
building for?

Nobody asked us to build AUTOMAIL. We saw the problem, worked out what would actually help, and made it. That's how we like to work: understand the real job, skip the parts that don't matter, and build something people actually use. If you've got a problem worth solving properly, we'd like to hear about it.

Talk with us ↗ Or send us a message →