Lead → CRM sync
Capture leads from every form, ad and chat into your CRM with the right owner, source, tags and a clean first-touch record. No duplicates, no stale fields.
~12 hrs / week / teamLead-to-CRM, invoice-to-ledger, order-to-shipping, quote-to-contract — we design and wire the business processes your team runs every day into one clean, monitored pipeline. Zapier, Make, n8n, custom APIs — whatever the process actually needs.
Not magic — the same high-friction workflows that cost SMBs hours every week, redesigned as reliable, monitored pipelines.
Capture leads from every form, ad and chat into your CRM with the right owner, source, tags and a clean first-touch record. No duplicates, no stale fields.
~12 hrs / week / teamGenerate invoices from orders, match them to Stripe or bank payments, chase overdue accounts, and push clean entries into QuickBooks or Xero.
~8 hrs / week / opsNew order in Shopify or WooCommerce fires an inventory check, picks a warehouse, books the carrier, emails the customer and syncs every system along the way.
Same-day dispatch enabledPull revenue, AR, spend, and payroll into one model. Month-end reports assemble in hours rather than days and land in your board-ready template.
Cut close cycle to 3–5 daysFrom signed contract to activated account in one flow. Provision access, send welcome series, schedule kickoff, track activation steps, and ping the team on blockers.
15–25% activation improvementWatch usage, payment and engagement signals. Fire alerts 60/30/7 days out, auto-draft renewal emails, and flag at-risk accounts to CS before they churn.
Catch churn 3–4 weeks earlierStock levels across warehouses and channels in one place. Auto-purchase when SKUs dip below threshold, reconcile POs, and flag price drift to finance.
Dramatically fewer stock-outsEvery process run is logged, versioned and queryable. SOC2-style evidence, GDPR deletion flows and audit-ready exports generated automatically.
Audit-ready by defaultGot a process that lives in three spreadsheets, two inboxes and one person's head? Good. That's exactly what we're here for. We start from your workflow.
Built for your stackOne small, senior team from first call to production. No handoffs, no middlemen, no six-figure discovery phase before a single process ships.
Free 30-minute call. We diagram the process end-to-end, tools involved, who owns each step, where handoffs break, and where the real cost lives.
Triggers, branches, edge cases, error paths, human-in-the-loop steps. You sign off on the flow diagram before we wire a single integration.
Zapier, Make, n8n or custom code — we pick the right tool per step. Short demos every few days so you see the pipeline assemble in real time.
Ship to production with monitoring, retries, alerting and a kill switch. Run in parallel with your current process until the numbers hold.
We watch runs, catch failures, tune rules as the business changes. Monthly reports on volume, error rate and hours saved, in plain English.
No rip-and-replace. We automate on top of the tools you already pay for, selecting Zapier, Make, n8n, or custom code based on what each process actually requires.
Plus Microsoft 365, Airtable, Notion, WooCommerce, Sage, Pipedrive — and anything with a REST API or webhook.
Drag steps from the library into the canvas, then hit Run to watch the flow execute. A simplified demo of what we build for real — on your stack, with your tools, in 2–3 weeks.
A purchase order lands in your inbox. Here's what the next 48 hours look like on a manual process, versus once the pipeline is wired.
Aggregate across our last 40 process automation engagements with SMB clients. Individual results vary — we'll walk you through real case studies in the map call.
Free 30-minute process map call. We diagram your workflow end-to-end, identify the highest-leverage automation wins, and send you a written plan. No commitment.