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CRM & AUTOMATION

How Légiconsult saved 365 hours per year with Notion and n8n

From 1 hour of daily admin to a near-autonomous system: Notion ERP and automated follow-ups

365h

Saved/year

50k€

Unpaid invoices handled

< 6 months

Debt recovery

Légiconsult, a real estate diagnostics company in Amiens, was facing over 50,000 euros in unpaid invoices and a fragmented management system that was consuming 1 hour per day. With a centralized Notion ERP coupled with n8n and Brevo automations, the company drastically reduced its outstanding receivables in less than 6 months while saving 365 hours per year.

CONTEXT

Over 50,000 euros waiting to be paid.

Légiconsult carries out all mandatory diagnostics for property sales and rentals: energy performance certificates, asbestos, lead, electrical, gas. The Amiens-based company serves both individuals and real estate professionals with a clear value proposition: certified expertise, quotes within 24 hours, and rapid on-site intervention.

Despite the efficiency of the Liciel business software, administrative management remained chaotic. The pipeline was confusing, tracking clients and business introducers was cumbersome, and visibility into unpaid invoices was non-existent. Vincent was losing 1 hour every day to searching, double data entry, and manual follow-ups. More worryingly, 50,000 euros in unpaid invoices were accumulating without any structured tracking.

APPROACH

Analyze, structure, automate.

We began by analyzing how Liciel worked in order to understand the existing data flows. This analysis allowed us to design an optimal ERP architecture in Notion with interconnected modules: clients, business introducers, sales reps, case files, and follow-ups.

The approach prioritized complete centralization in a single workspace while maintaining synchronization with Liciel. Each automation was designed to create a near-autonomous system that minimizes manual interventions, from case creation all the way through to debt recovery.

SOLUTION

What we deployed for Légiconsult.

Centralized Notion ERP

Full architecture with client databases, case files, business introducers, and dynamic filtered views system for an operational dashboard.

Liciel Synchronization

Automatic synchronization of case files, contacts, sales reps, and payment statuses from Liciel to Notion.

Automated Follow-ups

Progressive follow-up system via Brevo at +7, +14, +21 days with invoices automatically attached from Google Drive.

Smart Archiving

Automatic classification and archiving of invoices in Google Drive for instant retrieval during follow-ups.

TECH STACK

The tools powering the automation.

Notion - centralized ERP Notion
n8n - automation orchestration n8n
Liciel - real estate diagnostics software Liciel
Brevo - automated email follow-ups Brevo
Google Drive - invoice archiving Google Drive
RESULTS

1 hour saved every single day.

-1h/day

Daily admin

Time spent on administrative management reduced by 1 hour per day thanks to automations.

50k€+

Handled

Over 50,000 euros in unpaid invoices tracked and followed up automatically, with partial recovery in less than 6 months.

0% → 100%

Financial visibility

Instant view on confirmed cases, payment-pending files, and check deposits for accounting processing.

The system now runs near-autonomously with Liciel synchronization, automatic follow-ups, and smart archiving. Vincent has a 360-degree view of his business and dedicates his time to his core work: real estate diagnostics.

Client testimonial

Coming from a previous disastrous experience, my contact was above all ultra-responsive, respected deadlines, and understood the challenges of an entrepreneur. I fully recommend.

Vincent

Owner, Légiconsult

CONTACT

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