Workflow automation and system integrations
Workflow automation for small businesses, so data moves between your systems on its own instead of being re-typed. We connect your website, CRM, booking tools, email and accounting software, turn enquiry emails into records, and set up reports that compile and send themselves.
- Entered onceAn enquiry becomes a record, a quote and a reminder without anyone copying it.
- Reports that send themselvesYour weekly numbers compiled and emailed on schedule.
- Reminders on timePayment and follow-up reminders go out on the due date.
- Failures reportedA step that fails tells someone, so it gets fixed.
What a workflow automation does
Two systems often hold the same customer with nothing linking them. A person fills the gap by re-typing details, and over time that becomes part of the job.
We connect the systems so records move on their own, agree in advance which side wins when both have changed, and make the link report a failure instead of stopping silently. Workflows we run today include a weekly email-report digest, a lead tracker, and chat enquiries sent into a CRM and an inbox.
Prices
- Workflow automationOne integrated workflow between your systems, such as enquiries into your CRM or invoices into your accounts.
- from £450
- Automation care (up to 5 workflows)A daily automated check on every workflow, fixes when a connected app changes, small changes and a monthly report.
- from £150/month
Every quote sets out the exact scope in writing before work starts.
Workflow automation questions
What is workflow automation?
Workflow automation moves information between your systems on its own, so nobody re-types it. A new enquiry can become a CRM record, a quote and a follow-up reminder without anyone copying details across.
Which tasks are worth automating first?
Tasks that happen often, follow the same steps each time and involve copying information between tools. Common examples are enquiries into a CRM, invoice reminders and weekly reports.
Do I have to change the tools I use?
Usually not. We connect the tools you already pay for, and your team keeps working in them the way it does today.
Also under Custom Software, Automation & AI
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