Appointments
Who is arriving, who is waiting, who is in progress, from your calendar.
Visual dashboard
Your business on one screen. Seen from above, live.
A plan of your premises, with what is happening there: appointments, missed calls, overdue invoices, stock. It reads the tools you already use: nothing to type in again.
Book a free 30-minute assessment
Free, 30 minutes, no commitment.
What you see at a glance
Calls
Answered and missed, and who needs to call back.
Files
Repair orders, listings or client files, step by step.
Overdue invoices
Which ones, for how many days, for what amount.
Stock
What drops below the threshold, with the order form prepared for you to approve.
The team
Who is at their desk, in a meeting or absent.
Trade by trade
Medical or allied-health practice
The day's patients by room or chair, delays, freed-up slots, certificates to prepare, consumables. Patients by initials only, no medical data displayed.
Accounting firm
Client files and their deadlines, who is working on what, calls to return and overdue fees.
Garage or body shop
The cars in and their stage, those waiting for a part, parts below threshold, customers to notify.
Estate agency
Properties on a map, from valuation to signed offer, today's viewings and calls from prospects.
Your trade is not on the list? The plan is drawn from your own premises. Tell us about your business →
On your current tools, changing nothing
What we connect
- Your Google or Outlook calendar.
- Your spreadsheets (Excel, Google Sheets).
- The CSV export of your business or invoicing software.
Read-only: the view reads your data and changes nothing in your software. You keep your tools.
Your data
- They belong to you. Secondia acts as a processor: our data processing agreement (DPA).
- You decide who has access.
- Healthcare practices: patients by initials only, no medical data displayed.
Getting started
A discovery call.
30 minutes, free: your premises (a floor plan or photos are enough) and the tools you use. Written proposal within 3 business days.
Connecting your data.
About 30 minutes with you to grant read access. Go-live within 5 business days, personally validated: we check with you that everything displayed matches reality.
You use it.
On the reception screen, your computer or your phone. A desk that moves, someone who joins: we adapt the plan.
What it costs
from €3,990
On quote, from €3,990 excl. VAT for setup, then €99 excl. VAT per month for hosting, data updates and changes to the plan. The exact price is in the written proposal.
This CRM tracking is included in the Practice System plan (phone reception + reminders + CRM tracking), at €449 excl. VAT per month after €1,490 excl. VAT setup.
Book a free 30-minute assessmentToo many missed calls or overdue invoices?
The view shows them to you. If you want us to handle them, two services are available as options: the AI phone receptionist and invoice follow-ups (at 3, 10 and 20 days). They then appear on the same screen.
Frequently asked questions
Do I need to change software?
No. The view reads the data from your current tools; you keep working as before.
Does it work on a phone?
Yes. On a small screen, the classic view is often more practical: you switch with one click.
Who sees what?
You decide who has access. Data is hosted in the European Union whenever possible; the details are on our Compliance page.
Do I need the Secondia phone receptionist?
No, but with it, every call appears on the plan as soon as it is handled, summarised.
See how it works for my business
30 minutes to look at your premises and your tools. A written proposal within 3 business days.