CRM & workflow automation for small businesses
We automate CRM, inquiry and follow-up processes for small businesses – without replacing your systems.
Book a free 30-minute process audit
From the first inquiry to a processed order and the next follow-up. We automate repetitive work around your existing systems, with checks and approvals where you need them.
Turn incoming orders into structured, checked data ready for your ERP. Reduce manual entry and flag missing information or discrepancies for review.
Capture incoming inquiries, update customer records and assign the next action. Give your team the information they need to respond.
Keep open quotes and customer relationships moving. Automate reminders, follow-up tasks and agreed communications so your team knows when to act.
Your processes do not have to fit a standard template. We develop custom workflows and integrations around your business rules, existing software and approval requirements.
Using a different ERP, a legacy application or custom-built software? We assess the available interfaces and design the connection your process needs.
From understanding your process to automation your team can use.
We review your workflow, existing systems and repetitive tasks. Together, we identify a practical automation opportunity and define what a successful result should look like.
We review your workflow, existing systems and repetitive tasks to identify a practical starting point for automation.
We examine how information enters your business, who handles it and where manual work, delays or repeated checks occur.
Together, we select a clearly defined process. We consider the potential benefit, technical feasibility and availability of the required data.
We agree on what the solution should achieve and how to assess it. Where suitable baseline data is available, this can include manual entries, processing time or the number of cases requiring intervention.
Outcome: A defined automation opportunity with clear objectives and questions to resolve.
Before development starts, we agree on the scope, costs, responsibilities and acceptance criteria. We clarify which steps will run automatically and where your team will review or approve.
Before development starts, we agree on the scope, costs, responsibilities and acceptance criteria.
We define the processing steps, system connections and information required for the proposed solution.
We agree which actions may run automatically, when a person must approve and how incomplete information or connection failures should be handled.
The proposal defines the deliverables, schedule, customer inputs and costs. Required licences and external usage fees are identified where possible, with any remaining uncertainties explained.
Outcome: An agreed plan that makes the work, costs and acceptance criteria clear.
We develop the workflow and test agreed scenarios, including exceptions. We review the results with your team and confirm that the acceptance criteria are met before launch.
We develop the workflow and test it against agreed requirements before introducing it into daily use.
We configure or develop the integrations, processing rules and approval steps defined in the plan.
We test agreed scenarios, including relevant exceptions such as missing data and connection failures. Test findings are reviewed against the acceptance criteria.
We review the results together, resolve issues required for acceptance and agree on launch readiness. Your team receives the agreed instructions for using the workflow and handling exceptions.
Outcome: A solution tested against the agreed criteria, with a clear handover for launch.
With an agreed support plan, we monitor the automation and help resolve operational issues. Further improvements are scoped and agreed as your business needs evolve.
With an agreed support plan, we monitor defined parts of the automation and help address operational issues.
We configure the processing records and alerts included in your service scope to help identify failures and cases requiring attention.
We investigate reported or detected problems within the agreed support arrangements. Responsibilities, availability and any response-time commitments are defined in the service agreement.
Changes to documents, business rules or connected software may require adjustments. We assess the impact and agree on any additional work and costs before proceeding.
Outcome: Ongoing support with defined responsibilities and a clear approach to future improvements.
Practical examples from our internal operations — showing how we connect information, reduce manual handling and organise recurring work.
Internal automation
This workflow supports document organisation. It does not, by itself, approve invoices, post accounting entries or make payments.
Internal automation
The workflow handles intake and data organisation. Reviewing the inquiry and deciding how to respond remain separate steps.
Internal automation
Tools used include Google Sheets, Google Drive, AI services, Shotstack, HeyGen and n8n.
These are examples of our internal workflows. Your solution is designed around your processes, available system connections and approval requirements.
Book a free 30-minute process auditAutomation built around the way you work.
Your business already relies on software, documents and established processes. We develop custom workflows and integrations that connect them and reduce repetitive manual work.
Connect incoming inquiries with customer records, responsibilities and follow-up tasks. Keep relevant information available where your team needs it.
Prepare and transfer order information, check it against available business data and include approvals where your process requires them.
Capture information from supported emails and documents, organise it according to agreed rules and route it for further processing.
Connect structured spreadsheets and accessible databases to your workflows, reducing repeated copying and manual updates.
We assess connection options for in-house software and older business applications, including supported import and export methods.
We define how information should move, which checks are required and when your team needs to make a decision.
Your solution can include validation, approval steps, processing records and error notifications, depending on the agreed scope and available system capabilities.
We assess your current process, available interfaces and access requirements before proposing an implementation.
The scope, costs, responsibilities and acceptance criteria are agreed before development begins. Monitoring and ongoing support can be included in a service agreement.
Show us where your team repeatedly transfers information or coordinates work between applications.
Book a free 30-minute process auditKeep your automation supported as your business evolves. We agree on monitoring, support responsibilities and change management before ongoing service begins.
With an agreed support plan, we monitor defined parts of your automation and configure the included alerts.
We investigate detected or reported issues within the agreed service scope. Support hours, response arrangements and escalation responsibilities are set out in your service agreement.
You have a defined channel for support requests, questions and change proposals.
We agree on how requests are recorded, prioritised and followed through, so your team knows where to ask for help and how to track progress.
We agree on the access needed to build and support your solution, assigning permissions according to the work involved.
The hosting location, data processing arrangements and any external services required — including AI services where applicable — are clarified for your project.
When your processes or connected systems change, we assess the impact on your automation.
Changes outside the existing service scope are proposed and agreed before work begins. Documentation, account responsibilities and handover arrangements are defined in your agreement, including what happens when the service ends.
Start with one repetitive task or connect an entire business process.
Each package includes a defined implementation project and an agreed monthly operations and support plan. Scope and costs are confirmed before development begins.
Automate one clearly defined routine task, such as sorting and routing incoming emails.
One-time setup fee + monthly service fee.
Basis is designed for one clearly defined routine task with supported inputs, agreed processing rules and a clear outcome.
A typical example is classifying incoming emails and routing them to the appropriate folder or person. Messages that cannot be classified confidently can be flagged for review.
Before development, we define the supported inputs, required access, processing rules and handling of exceptions. We test the workflow against agreed acceptance criteria before launch.
The monthly service covers the monitoring and support specified in your agreement. Additional functions or changes outside the agreed scope are assessed and quoted separately.
Your proposal sets out the one-time setup fee, monthly service fee and any required third-party costs.
Discuss your taskConnect a recurring business process, from capturing an inquiry to updating your CRM and assigning the next action.
One-time implementation fee + monthly service fee.
Standard is designed for a recurring business process involving several connected steps, defined responsibilities and, where needed, human approvals.
A typical example is capturing a website inquiry, checking for an existing customer record, updating the CRM, assigning a responsible person and creating a follow-up task.
We assess the available system interfaces and access requirements, then agree on the data exchanges, processing rules and exception handling. Uncertain matches or incomplete information are routed for review according to the agreed workflow.
Before launch, we test representative scenarios and review the results against the acceptance criteria. Your team receives the agreed guidance for using the workflow and handling exceptions.
The monthly service covers defined monitoring and support. Further development is scoped and agreed separately.
Your proposal sets out the one-time implementation fee, monthly service fee and any required third-party costs.
Discuss your processBuild a custom solution for complex processes, business rules and integrations across multiple systems.
Custom project fee + monthly service fee.
Your proposal separates implementation costs from monthly service fees. Required third-party licences, hosting and usage charges are identified and billed separately unless explicitly included.
Not sure where to start? In a free 30-minute process audit, we discuss your workflow and identify what needs further assessment.
Book a free 30-minute process auditWhich recurring task would you like to simplify?
In a free, no-obligation 30-minute conversation, we review one workflow, the systems you use and the manual work involved.
Together, we explore where automation could help and what further information would be needed for a proposal.
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