Lead intake & routing
Example workflow: a web or WhatsApp inquiry is captured, tagged by service and area, and sent to the right person in seconds.
Business Automation
Automate the work that slows your business down.
We connect your channels, CRM and team so routine steps happen on their own — accurately, instantly and every time. You stay in control: people approve what matters, automation handles the rest.
Before & after
The same process, without the friction.
New inquiry
Before
Sits in a shared inbox until someone notices it.
After
Answered in seconds, qualified and logged in the CRM.
Quotation
Before
Built by hand from old spreadsheets, sent days later.
After
Drafted from your pricing and sent for one-click approval.
Follow-up
Before
Depends on memory and sticky notes.
After
Scheduled automatically until the client responds.
Reporting
Before
Compiled manually at the end of the month.
After
Delivered automatically, always up to date.
Example workflow
Inquiry to follow-up, fully connected.
Step 1
Customer inquiry
Website, WhatsApp or email
Step 2
AI qualification
Needs, budget, urgency
Step 3
CRM
Lead created and enriched
Step 4
Quotation
Drafted from your pricing
Step 5
Team notification
Right person, right time
Step 6
Automated follow-up
No lead goes cold
Use cases
Where automation pays off first.
Illustrative example workflows — every business is different, so we design each one around your tools and rules.
CRM updates
Example workflow: calls, chats and form submissions update the CRM record automatically — no retyping.
Quotations
Example workflow: a quote is drafted from your price list, checked by a manager in one click and sent to the client.
Customer follow-up
Example workflow: if a client hasn't replied in two days, a polite, personal follow-up goes out and the owner is reminded.
Internal approvals
Example workflow: discount, purchase or leave requests move through a structured approval chain with a clear audit trail.
Document processing
Example workflow: incoming invoices and forms are read, named, filed and their key data extracted.
Reporting
Example workflow: a daily or weekly summary of leads, sales and open tasks arrives by email or WhatsApp.
Booking & customer service
Example workflow: bookings are confirmed, reminders sent and common questions answered without staff involvement.
Which process would you automate first?
Tell us about your business and the problem you want to solve. We'll come back with a practical next step.