Take the repetitive work off your team's plate.
We set up your CRM, automate sales and WhatsApp follow-ups, and connect the tools you already use, so work moves on its own instead of through copy-paste.
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Problems we solve
Sound familiar?
"We're running the business on spreadsheets and WhatsApp groups."
"Leads slip through because nobody followed up in time."
"Our tools don't talk to each other, so someone re-types the same data every day."
What we provide
Four ways we make your business work smarter
CRM setup and customisation
- Pipeline stages matched to how you actually sell
- Leads captured automatically from website, ads and calls
- Owner assignment and follow-up reminders
- Migration from spreadsheets, without losing history
- Custom CRMs when an off-the-shelf one doesn't fit
Sales, marketing and WhatsApp automation
- Instant WhatsApp and email replies to new leads
- Follow-up sequences that stop when a lead responds
- Booking confirmations and reminders
- Feedback requests once a job is done
System and API integrations
- Website, CRM, calling and accounting tools connected
- Payment and booking integrations
- Data kept in sync between systems automatically
- Custom integrations through APIs
AI-powered workflows and tech audits
- Sales call summaries written into the CRM
- Data pulled from documents and messages automatically
- An audit of your tools, costs and gaps
- A prioritised automation roadmap
How it works
Audit first, then build what saves the most time
Discovery call
We hear where time and leads are being lost.
Automation audit
We map your processes and tools, and find the manual steps.
Prioritised plan
A written plan, highest-value automations first, with scope and cost.
Build and test
We build in stages, so the first time savings arrive early.
Train and support
Your team is trained, and an optional retainer keeps it running.
Who it's for
Teams that have outgrown informal ways of working
- Sales teams handling leads from several sources at once
- Businesses that sell by phone to distributors, dealers or retailers
- Operations teams running on shared sheets and group chats
- Companies paying for several tools that don't share data
Signs this service fits
- Someone spends hours a week copying data from one system to another.
- You find out about lost leads weeks after they went cold.
- Only one person knows how a key process works.
- Your team regularly asks, "Which is the latest sheet?"
Case study
From ad to CRM to follow-up, with no one copying data
Go Big Hospitality
Hospitality and franchise brand
Leads from ads flow straight into the CRM, where WhatsApp and email automation follows up. Calls are integrated through APIs, with AI-written call summaries saved against each lead. A tech audit shaped which workflows to automate first.
Automated
Lead capture, WhatsApp and email follow-up, call summaries
Measured on
Outcomes
What changes for your business
Hours back every week
Manual data entry and copy-paste replaced by automatic syncing.
Faster lead response
New leads get a reply in minutes, not whenever someone checks the inbox.
Fewer missed follow-ups
Every lead has an owner and a next step, and reminders run on their own.
One source of truth
Everyone works from the same up-to-date record, not their own copy.
Connected with
Automation is the wiring between the other three
FAQs
Questions about automation
What happens in an automation audit?
We map how leads, orders and information move through your business today, list the tools involved, and mark every manual step. You get a written, prioritised list of what to automate and what it would save.
Which CRM do you work with?
We set up and customise established CRMs such as Zoho, and build a custom CRM when your sales process needs one. We recommend one after the audit, based on how your team sells.
Can you automate WhatsApp messages?
Yes. We use the official WhatsApp Business platform, so messages are sent from your verified business number.
How do you price automation work?
An audit first, then a fixed-scope project, then an optional monthly support retainer. Prices are agreed after the audit, once the scope is clear.
Who owns the systems and data?
Your business does. Tools and accounts are set up in your name, and your data stays in systems you control.
Will my team need training?
Yes, and it's included. Every handover covers how to use the new setup and what to do when something looks wrong.
Find out where your team's time is going.
Book an automation audit call. We'll walk through your current process and point out the first things worth automating.