Software and automation
Software and automation
Custom tools and automations that take repeat work off your hands.
Who it is for
Businesses that have outgrown spreadsheets and off the shelf tools, or that do the same task by hand every day.
Marketing that works creates an operations problem. Enquiries arrive faster than anyone chases them, and the ones going cold are usually the ones nobody got round to on a busy day.
Automation handles the part that is genuinely mechanical. Acknowledging an enquiry, chasing at sensible intervals, moving a record through stages, flagging anything sitting still too long.
The judgement stays human. Anything deciding whether a person qualifies, or writing something a customer will read as personal, is a decision rather than a task.
What is included
- Custom software built around your process
- Leads moved from every form into one place automatically
- Follow ups and chasers sent on a schedule
- Reports and alerts sent to you without anyone compiling them
- Admin tasks such as invoice filing done in the background
How it works
- We watch how the work is done today and list the repeat tasks.
- We agree which jobs to automate first and which decisions stay with a person.
- We build, test with real data and switch it on.
- We keep an eye on it and change it as your process changes.
Good fit with
- Custom CRMA CRM built to your exact process, with only the features you use.
- Lead routingEvery lead from every form lands in your CRM within minutes.
- Automated reports and alertsThe numbers you need, sent on a schedule, and a message when something breaks.
- Business admin automationRoutine admin done for you, such as invoices filed from your inbox into a spreadsheet.
Talk to us about Software and automation
Tell us about your business and what you want to change. We will reply with the next steps.