Stop Losing Time on Repetitive Tasks
Many teams spend a significant share of their week on repetitive, manual tasks that could be automated. We help you reclaim that time.
CRM Workflow Automation
Connect your sales, marketing, and customer success tools into seamless automated workflows.
Key Benefits:
- Automatic lead routing and enrichment
- Deal stage progression automation
- Follow-up sequence triggers
- Data sync across platforms
Document Processing
Eliminate manual data entry with intelligent document extraction and routing systems.
Key Benefits:
- Invoice and receipt processing
- Contract review and extraction
- Form data automation
- Document classification and filing
Reporting Automation
Generate and distribute reports automatically, pulling data from multiple sources on schedule.
Key Benefits:
- Scheduled report generation
- Multi-source data aggregation
- Custom dashboard creation
- Stakeholder distribution automation
Onboarding Pipelines
Streamline client or employee onboarding with automated task sequences and notifications.
Key Benefits:
- Welcome sequence automation
- Document collection workflows
- Task assignment and tracking
- Progress notification system
How We Build Automation Systems
Map Workflows
Document current processes and identify bottlenecks
Design System
Create automation architecture and integration plan
Build & Test
Develop workflows and validate with real data
Deploy & Monitor
Launch system and track performance metrics
Every Automation Project Includes
Investment & Timeline
Basic Automation
$2,500 – $5,000
Single workflow with 2-3 integrations
Timeline: 1-2 weeks
Standard System
$5,000 – $12,000
Multiple workflows with complex logic
Timeline: 3-4 weeks
Enterprise System
$12,000 – $20,000
Complete automation infrastructure
Timeline: 6-8 weeks