In short
- Lexoffice brings customers and revenue; the relationship radar is built from it.
- Monday.com automatically receives won offers as an item.
- Outlook provides availability and takes in booked appointments.
Lexoffice — customers and revenue
From Lexoffice, Dagomi takes over your customers together with their past revenue. It is the fastest route to a filled cockpit and at the same time the data basis for the relationship radar: without revenue history there is no way to tell which relationship is cooling off.
The invoice line items also build the service history: not just how much a customer booked, but what — which seminar, which consulting, for which end customer. This history feeds the daily briefing and the opportunity search; without it Dagomi would only know that someone brought revenue, not for what.
The connection is set up with an access key you generate in Lexoffice and store in the cockpit.
Monday.com — won deals land in your board
As soon as an offer is marked as won, Dagomi automatically creates an item in your Monday board — with customer, service and value. That way the sales process does not end in the cockpit but continues where your project delivery already runs.
Here too, one access key per tenant is enough. You define which board is used during setup.
Microsoft Outlook — calendar and optionally mailbox
The calendar supplies real availability for appointment suggestions and takes in booked appointments. Optionally and separately, Dagomi can learn your writing style from your sent mail — that is the advisor voice, and it has to be switched on explicitly.
For both, you store no credentials with us. Your IT grants the respective permission in the Azure portal and can withdraw it there at any time.
Email intake — inquiries by forwarding
Inquiries rarely arrive through a form only. So you can forward emails to a Dagomi address — an inquiry is created in the cockpit automatically, assigned to the right advisor based on the sender.
The offer for a forwarded email never goes out by itself but waits for your approval — the sender of an email cannot be reliably verified. If the email is a customer’s reply, Dagomi files it as a note with that customer and recognises whether it came from them or from you.
Website widget — the outward channel
You embed the widget on your website with a single line of code. It carries your colour, your logo and your tone; customers do not see Dagomi. A discreet “Powered by Dagomi” note can be shown or switched off.
A sequence that works well
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Lexoffice first
That gets customers and revenue in place immediately, giving everything else a basis.
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Then the widget
From then on real inquiries can arrive — the actual purpose of the system.
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Then Outlook
Once inquiries are flowing, appointment booking pays off. That needs your IT once.
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Monday.com last
Useful once the first offers are won and delivery needs to follow on.
Good to know
- No connection is mandatory. Dagomi works entirely without them — the integrations merely save typing and avoid media breaks.
- Access keys are stored per tenant. Tenants never see other tenants’ connections.
Frequently asked questions
Do I have to set up all integrations?
No. Every connection is individual and optional. Many start with Lexoffice and the widget and add the rest later.
How long does setup take?
Lexoffice, Monday.com and the widget are a matter of minutes. For the Outlook calendar it depends on how quickly your IT grants consent — the actual process takes a few minutes and is documented as a guide.
Are more connections coming?
Yes, continuously. Which ones come first depends on what tenants actually use — requests are explicitly welcome.