Move a new enquiry into the CRM, create the right follow-up and prepare a quote.
Service
Automations
Joining up the tools a business already pays for so work moves without people re-keying it.
What it is
Built around the work, not the tool
Joining up the tools a business already pays for so work moves without people re-keying it. We agree where people stay in control, what a useful first release looks like and how it will fit the systems already in place.
Examples
What this can look like
Chase overdue invoices with approved messages and clear escalation points.
Build onboarding packs from agreed templates and the information already held.
Generate regular reports without copying figures between spreadsheets.
Send stock alerts when agreed thresholds are reached.
File incoming documents against the right customer, job or supplier.
Proven in our own work
Accounts automation portal
Our accounts portal connects financial workflows, approvals and bank information so routine work moves through one controlled process.
Connections
What it typically connects to
- 01Email and calendars
- 02CRM
- 03Accounting software
- 04Document storage
- 05Forms and spreadsheets
- 06Messaging tools
The project
How the work runs
- 01
We start by understanding the work as it happens today, including the exceptions and workarounds.
- 02
We agree the first useful release, build it in the open and ask for decisions while they are still easy to make.
- 03
We launch with the people who will use it, then improve it from real feedback.
Example sectors
Where this can help
Ready when you are