Indema: Your fave design platform
Template your services, with phases and tasks
Easily source & manage from within the platform
Create estimates that auto convert to invoices and purchase orders
... And so much more!
Create vision boards in indema
Manage leads, clients, vendors & products
Quickbooks, zoom, google calendar & payment platform integrations
Schedule your Discovery Call
What indema concierge is:
We know switching systems is a daunting task. That’s why our Indema experts take the time to learn about your unique business processes and needs. Then, we set up this do-it-all platform for you, keeping future projects clear and streamlined so nothing falls through the cracks.
You’ll also get personalized training and support, so future-you can enjoy a more relaxed, efficient business.
Our goals:
- Ensure that Indema fits your processes
- Customize all settings and import all desired details/information
- Minimize the lag time to keep your business running
- Help you develop SOPs to keep you and your team operating on the same page
- Provide personalized training
packages
STEP 01. FREE DISCOVERY CALL
Schedule a free discovery call with me! This will help us better understand where your business is at and what your looking to use Indema for.
STEP 02. LET’S MAKE IT OFFICIAL
Sign contract and pay for your selected package to move forward.
Step 03. Process Mapping
This part is so fun! We get on a Zoom call together and we discuss how you run your business. At the end you will leave with a visual chart of your process! It is in this call that we identify how Indema will be used throughout your design projects.
Step 04.
Next you will have another call to go over all of the settings and integration details.
Step 05. Implementation
We get to work specifying your settings, project templates and importing all of your desired data. This portion takes up to two weeks.
Step 06.
Once your setup is completed, we will record a walk though video of your newly set up platform! You will watch this and then complete your training call. Once that is done, you will receive your personal SOPs and a month of support via email.
