Documents by email and WhatsApp
Client paperwork lands in different inboxes. Someone downloads it, renames it and puts it in the right folder.
Featured sector · Valencia
Automation for accountants and tax advisors
Client documents arriving by email or WhatsApp, website leads with no follow-up, and a CRM that still needs implementing in the firm. Based in Valencia, for firms across Spain.
We make it happen
Day to day
Three common situations in the firm
Examples to recognise yourself—not clients or metrics. We work for the accounting or advisory firm: we are not the tax, labour or accounting practice.
Lead capture with no follow-up
The website form leaves an enquiry. If nobody moves it to one place, the contact cools off in email.
Onboarding, by hand again
Every new client repeats the same notices, folders and data copied from one tool to another.
CRM
Implementing the CRM in an advisory firm
We leave the CRM configured and connected with email, the form and the rest of the firm's tools. We do not sell the software or the licences: we implement it.
One place for the contact
The enquiry stops living only in the inbox of whoever saw it first.
The form enters the CRM
We connect the website form to the CRM so the same fields are not typed again.
No licence to sell
We choose and implement the tool that fits. GallaDev does not commercialise its own CRM.
Leads
Lead capture in the advisory firm
The form lead lands in the CRM, with a reply on arrival and follow-up that does not depend on remembering an email.
From the website to the CRM
The form enquiry does not stay as a loose email: it reaches the CRM with the data the firm needs.
Reply on arrival
Whoever writes gets an immediate reply, and the team sees the lead without copying it to a sheet.
Follow-up with an owner
The contact has a place and a next step. It no longer depends on the memory of whoever opened it.
FAQ
Frequently asked questions
What does work with an accounting or advisory firm include?
Lead capture, implementing and integrating the CRM, and the paperwork that repeats in client onboarding and documents. We do not sell CRM software: we configure and connect it.
Do you sell the CRM to the firm?
No. We implement it and connect it with the firm's tools. GallaDev does not sell CRM software licences.
Do you only work with accountants?
No. It is the sector we detail most. SMEs and firms in other sectors are on the main page.
Do you work outside Valencia?
We are based in Valencia (Spain) and work remotely across Spain.
How do we engage?
Through the form on galladev.com. If it is a fit, the proposal says what we solve, what stays out, the timeline and the expected outcome. If it is not a fit, we say so.
What about the firm's client data?
The contact form on this site processes the data of whoever writes, under GallaDev's privacy policy. Processing of the firm's client data is agreed in the engagement, not on this page.