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The method
Online presence

A clear website and an up-to-date Google listing turn a quick search into a phone call.

Paperwork on autopilot

No more handling every document one by one: everything is prepared, you check it, you send it.

Bring in AI

It reads, drafts the replies, points your customers in the right direction and even offers appointments.

Connect your tools

Your software finally talks to itself: no more typing things in twice, no more wasted time.

Get paid in 2 clicks

Stop chasing deposits, late payments and reminders: it all happens automatically.

Dashboards

One smart screen for all your figures, visible at a glance.

Customer loyalty

Your customers are contacted and rewarded at the right moment, without you having to think about it.

Scheduling

Your diary fills itself and keeps your customers informed. Fewer gaps, fewer things forgotten.

HR assistant

Hiring, onboarding, keeping the rota: your staff paperwork takes care of itself.

Streamline operations
Follow-ups & Reminders
Automatic email sorting

Sorted by urgency, with the reply already drafted in your tone of voice.

Automatic social media posts

Your posts come back written, approved in 10 minutes.

Update your own website

Prices, opening hours and photos changed in thirty seconds.

AI replies set to your rules, site and phone

Your hours, your area, your prices: never a word more.

Acknowledgement within 3 minutes

Message, missed call, email: the acknowledgement goes out on its own.

Online booking and reminders

The slot books itself, the reminder goes out the day before.

Bring a new customer back

A customer who came once becomes a regular.

Scheduled texts and emails

Birthday, review request, seasonal offer: they go out by themselves.

Win back customers who drift away

Customer gone quiet or service due: the reminder goes out on its own.

Getting Paid & Your Figures
Automatic quotes

Your line items and your prices: tick, check, send.

Automatic invoicing

The signed quote becomes the invoice, with nothing to retype.

Chasing unpaid invoices

Five stages go out on their own, from the polite nudge to the formal file.

Payment links and QR codes

They pay from their phone, the payment is logged on its own.

Subscriptions and prepaid cards

Collected on the 5th, so you know what's coming in next month.

Keep track of your numbers every week

Your margin known before the year-end accounts, not after.

Cash flow and stock under watch

If a figure steps out of line, you know by the morning.

Connect your software together

One customer record is the master copy, no more double entry.

Invoices & Documents
Mandatory e-invoicing 2026

Compliant for 2026, without changing how you invoice.

Prepare your VAT and payroll contribution returns

The file is ready before the deadline, checked and complete.

Insurance and compliance certificates

Every expiry date tracked, every renewal requested.

Receipts and expenses scanned

The receipt is matched to its bank line, ready for the accountant.

Keep your invoices for ten years

Filed straight away, so the paper can go in the bin.

Your company documents kept up to date

Kept current by themselves, sent as a single link.

Obligations at 11, 20 and 50 employees

Staff committee, training, new duties: seen coming in advance.

Recruitment & Onboarding
Write and publish a job advert

Published on every channel, edited in one click.

Sort the applications you receive

You open the right ones first, without wading through the lot.

Automatic replies to every candidate

Written in your words, as drafts. You check them, they go out.

Schedule job interviews

The slot drops into your diary on its own.

Contract, registration and access ready

Everything is prepared the moment you choose someone.

Rota & Team Management
Handle a last-minute absence

The right stand-ins suggested in order, from 6.41am.

Manage holidays and leave balances

Balances and clashes worked out automatically, you approve.

A rota the whole team can see

The same rota for everyone, on everyone's phone.

Clocking in and hours tracking

Phone, tablet or badge, whichever each person prefers.

Prepare the payroll figures

Hours, absences and bonuses gathered and checked.

Bonus calculation

Threshold, rate, split: the rule written once.

Your employees' key dates

Warned beforehand, never on the day it's too late.

Your shopfront
Google Visibility & Reviews
Google listing kept up to date

They type open near me, three listings come up. Yours is one of them.

Your website

Fast, easy to read, a site that makes people want to call.

Be found in your town

At the top when they search near home, town by town.

Social media kept alive

Regular activity, well presented, not filler.

Get Google reviews

QR code, card in the parcel, link in the email.

Online Booking & Payment
Online booking, 24 hours a day

Your free slots, booked in thirty seconds.

Estimated quote from tailored questions

They leave knowing what they want, and what it costs.

Electronic document signing

They sign with a finger, no printer or scanner needed.

Instant online payment

Settled on the spot, no chequebook or cash to find.

Invoice sent to the customer automatically

Tidy, immediate, and easy to find the day they need it.

Payment reminder to the customer

A courteous note, the button to pay, the relationship intact.

24/7 Automatic Replies
24-hour phone answering

No ringing out, no full voicemail, no press-1 menus.

AI assistant on your website

10.15pm, they have a question. They get the answer now, not at 9am tomorrow.

Instant confirmation message

A precise acknowledgement: they know it's been received, and when to expect a reply.

Online client area

An area in your colours, built for your own customers.

Job progress updates for the customer

Silence turns a patient customer into a furious one.

Due-date reminders for the customer

Service, inspection: reminded three weeks before the date.

Loyalty Cards & Rewards
Sign up a customer in two clicks

Ten awkward seconds saved, one customer kept.

Welcome message to the customer

Thanked, recognised, invited back. Not a till receipt.

Digital loyalty card

Their card lives in their phone, found by their number.

Your customers bring you more customers

They mentioned you on Thursday: one link, and their colleague comes in.

Gift cards and session bundles

The remaining balance, the message, the date, all in their phone.

Monthly customer subscription

A fixed amount, clear perks, the freedom to stop.

Birthday message to the customer

Birthday, celebration, special occasion: the offer arrives on the day.

Win back a lost customer

Nothing reminds them you exist any more. Except this.

Recruitment & Job Adverts
Online application form

A complete application in two minutes, on a phone.

Acknowledgement to the candidate

They apply at 9.41am, their phone buzzes at 9.42am.

Interview booked in one click

They pick their time, and receive the address, the length and what to bring.

Their documents uploaded online

Everything requested, guided and checked, without you lifting a finger.

Immersion
Remote review 30%

Remotely: you describe what's holding you back, Atlas® analyses it and designs the solutions from a distance.

Automation and AI consultancy in Lyon

Automation and AI for small businesses in Lyon

Lyon has around 10,000 shops and services, and 670 new ones opened in 2024. To stand out, you need to answer fast and be well organised. We work on site in Lyon, or remotely.

On site in Lyon, remotely anywhere in France

Retail in Lyon, in a few figures

10,000shops and services in Lyon
7.8%of shop premises empty, against a French average of 9.77%
670street-level shops opened in 2024

Sources: City of Lyon, action plan for retail, June 2025Lyon Metropolitan Chamber of Commerce, Mastercard and IFOP 2024 survey

What matters for a business in Lyon

New neighbours every year

670 openings in a single year: the competition keeps renewing itself. An up-to-date Google profile and recent reviews help you stay visible when a customer searches nearby.

AI still little used by small businesses

In Auvergne-Rhône-Alpes, 18% of very small businesses use or plan to use AI, against 26% across France. An assistant that answers your customers and sorts your emails is a real head start on your neighbours.

E-invoicing is coming

The Lyon Chamber of Commerce runs sessions on e-invoicing, which is becoming compulsory for businesses. Your quotes and invoices may as well already go out in the right format, with no re-keying.

The most useful modules in Lyon

For a Lyon business, the challenge is twofold: being chosen over newcomers, and spending less time on admin.

Quote and invoicing software, 2026 e-invoicing, online booking, chasing unpaid invoices, Google reviews, digital loyalty cards, AI agents: we choose and connect the right tools for your business, with no extra software to learn.

How we work in Lyon

On site, at your premises

The first meeting takes place at your premises in Lyon or by video call, you choose when booking. The immersion happens on site, alongside you.

Remotely, the rest of the time

We have no office in Lyon: we come to you. Set-up and follow-up are done remotely, without taking up your time.

A single point of contact

You only explain your situation once. The person who listened to you at the first meeting is the one who follows your file afterwards.

Useful local support in Lyon

Lyon Metropolitan Chamber of Commerce (Saint-Étienne, Roanne)

Digital transformation workshops, a cybersecurity self-assessment and e-invoicing sessions for very small businesses and sole traders.

Visit the organisation's website

Atouts Numériques, Auvergne-Rhône-Alpes Region

A digital maturity assessment and support funded by the Region for businesses with fewer than 50 employees, by online application.

Visit the organisation's website

The terms of these schemes change often: check them with the organisation before you start. Atlas does not replace them, we build what then runs every day in your business.

Frequently asked questions

Do you come to Lyon?

Yes. The first meeting takes place at your premises or by video call, as you prefer, and the immersion happens on site, in Lyon and across the metropolitan area.

Do you have an office in Lyon?

No: we come to you. The rest of the work is done remotely, with the same person from start to finish.

Is there any support for going digital in Lyon?

The Auvergne-Rhône-Alpes Region's Atouts Numériques scheme funds a digital assessment for businesses with fewer than 50 employees, and the Lyon Chamber of Commerce runs workshops. Check their current terms with them.

Are you an AI expert for small businesses in Lyon?

Yes. We put AI where it saves you time: answering customers, sorting emails, an assistant on your website, preparing quotes. You stay in control of everything it does.

Why a consultant rather than quote and invoicing software?

Software only does what you tell it to. We start from your day, choose the tools and connect them: the signed quote becomes the invoice, then the reminder if it goes unpaid, with no re-keying.

How long does the assessment take?

Twenty minutes, with no commitment, on site in Lyon or by video call. We look at your day and tell you what can run by itself, and what isn't worth it.

Do I need to change my software?

No. We start from the tools you already use when they work, and everything we set up stays in your name.

We also work in

And anywhere else in France, on site or remotely.

Let's talk about your business in Lyon

Twenty minutes, no commitment, at your premises or by video call. We look at your day and tell you what can run by itself.

Atlas Advisory® Book an assessment