Service companies – from consultancies to agencies to service providers – need flexible, scalable IT solutions that grow with the business. Remote work must function smoothly, CRM systems manage customer relationships, and collaboration tools enable efficient teamwork. At the same time, customer data must be protected, project data organized, and communication channels professional. We at Leftclick support service companies with modern IT solutions that combine flexibility, scalability, and professionalism.
Our Solutions for Service Companies
Concrete building blocks that make the biggest difference in this industry.
Complete cloud office suite with email (Exchange), document management (SharePoint), teamwork (Teams), and Office applications. Scalable from 1 to 10,000 users.
Introduction and integration of professional CRM solutions (Microsoft Dynamics 365, HubSpot, Salesforce) for systematic customer management, lead tracking, and sales pipeline.
Secure VPN connections, cloud desktops (Windows 365), and mobile device management enable productive work from anywhere – with full security.
Microsoft Teams, Slack, Asana, or Monday.com for efficient team communication, project management, and document sharing. Training and support included.
Modern cloud phone systems (Microsoft Teams telephony, 3CX) with features like call forwarding, voicemail-to-email, conference calls, and mobile app.
Secure customer portals for project information, document exchange, and ticketing systems for structured customer support.
Cloud-first strategy enables flexible growth: new employees are set up in minutes, resources expanded as needed – without hardware investments.
Encryption, access controls, and automatic backups protect customer data. Swiss data centers guarantee data sovereignty and GDPR compliance.
Practical Examples from Services
Typical scenarios — how we implement solutions in real projects.
Management Consultancy with Microsoft 365
A management consultancy with 15 employees migrated from on-premise Exchange to Microsoft 365. We migrated all emails, set up Teams and SharePoint, and trained all consultants. Result: Flexible work from anywhere, cost reduction of 40%.
Marketing Agency with CRM Integration
An agency wanted to manage customer relationships more systematically. We implemented HubSpot CRM, integrated it with their website and email marketing tool, and trained the team. Lead conversion increased by 25%.
IT Service Provider with Customer Portal
An IT service provider needed a customer portal for tickets and document exchange. We implemented a SharePoint-based portal with access controls, automatic email notifications, and mobile app.
Consulting Firm with Cloud Telephony
A consulting firm with home office employees wanted professional telephony. We migrated to Microsoft Teams telephony, set up direct dial numbers, and enabled calls via Teams app on smartphone and laptop.
Challenges for Service Companies
What matters most — and what we make sure is covered.
Data Protection & Compliance
Service companies must also protect customer data and comply with data protection regulations.
GDPR and DPA-compliant data processing
Secure storage of customer data in Swiss data centers
Access controls and role concepts for employees
Encrypted communication (email, chat, video)
Automatic backups protect against data loss
Audit trails for traceability of data processing
Data deletion concepts after project completion
Training for employees on data protection and IT security
Technology Stack
Proven tools and platforms we often use in this industry.
Ready for modern service IT?
Contact us for a non-binding consultation on IT solutions for your service company.