What's included
- Analysis of your processes
- Design of your workflows
- Deployment and go-live
- Connection to your existing tools
What you can automate
For teams that waste time copying information from one tool to another.
Leads to your CRM
Every enquiry from your website automatically creates a record in your CRM.
Quotes and invoices
Documents are generated from your data and sent automatically.
Team alerts
The right person is notified at the right time, by email or chat.
Sync
Your tools share the same data, with no double entry.
Reports
Reports compiled and sent automatically, as often as you like.
Onboarding
New client or new hire: accounts, access and emails prepared automatically.
How it works
- Step 1
Analysis
We map your processes and spot the repetitive tasks to automate first.
- Step 2
Design
We design the workflows and connect them to your tools.
- Step 3
Go-live
The workflows are deployed and tested with you, then run day to day.
Frequently asked questions
Most tools with an API or a connector: CRM, messaging, invoicing, spreadsheets, forms. We check feasibility during the analysis.