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Business Process Automation
Workflows that move a lead, an order or an invoice through your tools with nobody retyping it.
What it is
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We create automated workflows using Zapier, Power Automate, UI Path, and custom coded API integrations. Practical example: a lead fills out a form on your website. The system checks their credit, creates a CRM record, sends a welcome email, assigns a salesperson, and schedules a follow up. All without a human touching it. Saves hours per day per employee.
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What this looks like built.
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Platforms
Automated Bid Calculators & Forms
Instead of a salesperson scribbling estimates on a napkin or typing numbers into a spreadsheet that doesn't validate anything, this is a professional looking web form. You enter the job details and it instantly spits out a quote with proper margins built in. The data flows straight into your CRM and invoicing system.
Custom web based estimators that calculate pricing based on user inputs, material costs, labor rates, and markup rules.
ForContractors, home service companies, any business that bids on jobs.
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Automation
Email Pipelines (Multi-Touch Automated Sequences)
When a prospect fills out a 'Get a Quote' form, they don't just get one email. The system sends them a personalized sequence automatically. Even when your sales team is busy, leads are being nurtured automatically.
Fully automated email sequences triggered by customer actions. Form submission, purchase, abandoned cart, date based follow ups. Integrated with CRM contact records.
ForAny business with a sales follow up process.
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Automation
B2B Lead Generation & Enrichment Pipelines
The system crawls business directories and public databases to find companies matching your ideal profile, enriches each record with contact info, scores them, and pushes them into your CRM. Your team wakes up to a queue of qualified leads.
Automated systems that identify potential B2B customers, gather contact info and firmographic data, score their fit, and push qualified leads into a CRM.
ForB2B sales teams, agencies, consulting firms.
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Automation
App Automations & Custom Integrations
We build the custom connectors that automate handoffs between the 10-20 different software tools your business uses. Data moves automatically, accurately, and instantly.
Custom scripts and middleware that connect SaaS tools that don't have native integrations (QuickBooks, Shopify, Stripe, Asana, Slack).
ForAny business with multiple unintegrated software tools.
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Where it fits.
Work from the industries this service is built for.
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Often paired with.
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Let’s build something.
Tell us what’s slowing the business down. We’ll tell you what we’d build.
Start a project