Automation
We connect the tools you already use so new leads, orders and requests move on their own, without copying details from one place to another.
What this includes
- CRM and email automation
- Lead capture and routing
- Workflow automation
- API and third-party integrations
- AI-assisted tasks
- Data sync and reporting
Scope and timeline follow from what your business needs. You see the plan in writing before design starts.
Typical projects
For teams that retype the same details into several tools every day.
Lead routing
Each enquiry lands in your CRM, tagged and assigned to the right person.
Automatic follow-ups
Confirmations and reminders go out without anyone writing them.
Connected tools
Orders, invoices and calendars stay in sync across the apps you use.
One request, five tools, no copying
Example: a quote request at a home-services company
- Website formQuote request arrivesKitchen deep clean, SaturdayWaiting
- CRMContact createdTagged by service and areaWaiting
- EmailClient gets a replyConfirmation with next stepsWaiting
- Team chatTeam is alertedAssigned to the person who covers that areaWaiting
- CRM taskFollow-up task scheduledDue in two days, in case the client goes quietWaiting
If something goes wrong
- No reply in two days: a polite reminder goes out and the task moves up the list.
- A tool is down: the step retries, and the team gets the details by email so nothing is lost.