We automatethe boring halfof your business.
The work that has no owner and no glory: routing the enquiry, producing the quote, chasing the payment, running the onboarding checklist, telling somebody a deal has gone quiet. It is where the day disappears, and it is the easiest part to hand over.
What you get
Five jobs that currently relyon somebody remembering
None of these are hard. All of them are forgotten under pressure, which is exactly when they matter most.
- Lead routing
- By industry, by value, by territory — to the right owner within seconds of arrival, with an escalation path when nobody picks it up.
- Quotation generation
- A proposal built from your own rate card and sent as a PDF, so the quote goes out the same day instead of the same week.
- Invoices and reminders
- Payment reminders that go out on schedule and stop the moment the money lands. Nobody has to be the person who chases.
- Onboarding checklists
- Every new client gets the same sequence of steps, documents and confirmations — because the delivery you can repeat is the delivery you can scale.
- Internal alerts
- A high-value lead, a stalled deal, a failed payment — surfaced where the team already is, not buried in a report nobody opens.
The lifecycle we wire up
One lead record.Every touch written to it.
Each transition fires three things: a CRM update, an internal alert, and — when a deal is won — an offline conversion upload to Meta and Google. That one decision is what makes attribution and reporting possible later.
- T+0s
New
A form, a WhatsApp message or a phone call creates one lead record, with its source, campaign and page context attached.
- T+4s
Contacted
An automated WhatsApp goes out in under five seconds. This transition is the single biggest difference between a lead that converts and one that goes cold.
- T+1m
Qualified or nurture
Budget, industry and timeline are established. No reply after three touches and the lead moves to nurture instead of being quietly dropped.
- T+2m
Booked
A calendar slot is taken and confirmed, with reminders before the meeting so the no-show rate stops being a mystery.
- T+3d
Won
The deal closes, and the win is uploaded back to Meta and Google as an offline conversion so the ads learn from real buyers.
Why it is a visual workflow, not code
Your follow-up logic will change every week.It should not need us to change it.
Automation buried inside application code means a developer ticket for every tweak, and tweaks are the whole point — sales learns something new every week. We build these as visual workflows your own team can read and edit. We run our own business on exactly this, which is the only reason we are willing to recommend it.
T+0/Next step
Name the three things yourteam keeps forgetting. We will start there.
Twenty minutes, free. You get a map of what happens to an enquiry today, and where the manual steps are costing you.