What to prepare
A walk-through of how enquiries and orders arrive today, and which tools you already pay for.
04 — CRM & automation
Stop copying the same information five times a day.
We connect your website, email, WhatsApp, spreadsheets and CRM so every enquiry lands in the right place, follow-ups go out on time, and a person steps in only when it matters.
Sound familiar?
Signs it's time.
0/4
Tick whatever sounds familiar. No commitment.
Try it
Don't read about it. Use it.
Compare the manual way with a connected flow: CRM, notification, follow-up, task — and the exception a person handles.
What you get
Everything it needs. Nothing it doesn't.
- 01
A map of how work flows today, in plain language
- 02
CRM set-up — HubSpot, Odoo, Airtable or a simple pipeline
- 03
Enquiries routed and notified automatically
- 04
Follow-up emails and reminders on schedule
- 05
Tasks created for the right person
- 06
An exception lane — anything unusual goes to a human
- 07
Clear documentation so it doesn't depend on us
How it goes
Four clear steps.
- 1
Talk
Walk us through how work arrives and who does what.
- 2
Plan & quote
We pick the one or two handoffs that save the most time, with a written quote.
- 3
Design & build
Connections built and tested with real examples, including the awkward ones.
- 4
Launch & handover
Switched on step by step, with your team trained and in control.
Good to know
Before we start.
What affects the price
Number of steps and tools involved, data clean-up, AI assistance and any custom dashboard.
Try the plannerWhat can wait
AI assistants, dashboards and advanced reporting work best once the basic flow is stable.
Questions
Straight answers.
What should not be automated?
Anything that needs judgement, empathy or a commercial decision. Those stay with a person — automation just prepares the information.
Do you use AI?
Only where it clearly helps — sorting enquiries or drafting replies — and always with a person able to check.
Which tools do you connect?
Common ones include HubSpot, Odoo, Airtable, Google Workspace, WhatsApp Business, n8n, Make and Zapier. We start from what you already use.
Tell us what's holding you back.
One conversation, no jargon. We'll tell you what we'd do first and what it would cost.