Automation Services That Actually Move the Needle
We don't just configure software — we build systems that eliminate bottlenecks, reduce headcount pressure, and create leverage in your business.
CRM Implementation
A CRM without the right configuration is just expensive software. We deploy Monday.com and HubSpot systems that mirror how your business actually works — from first contact to paid invoice.
We build on the platforms your team will actually use.
Immigration Law Firm
Deployed Monday.com with automated intake forms and case pipeline tracking.
2hr
Before
15min
After
Client Intake Time
Personal Injury Firm
Built automated case pipeline with deadline tracking, document management, and client comms.
Platforms We Use
General Contractor
End-to-end bid-to-close automation: subs notified automatically, DocuSign lien releases triggered on payment, project updates synced to clients.
Pool Service Company
Skimmer API integration, dual sales pipeline (equipment upgrades + service contracts), and automated follow-up sequences that recover lost leads.
Tools We Build With
Workflow Automation
Every time a team member copies data between apps, manually sends a follow-up email, or chases a document signature — that's money left on the table. We eliminate it.
We build robust, error-tolerant automations using n8n, Make.com, and Zapier. When something breaks, we have alerts, fallbacks, and recovery logic built in. When something breaks (and it will), we have alerts, fallbacks, and recovery logic built in.
AI Solutions
AI isn't magic — it's infrastructure. We build practical AI systems that integrate with your existing CRM and workflows to make better decisions faster, at scale.
Our flagship AI implementation: a lead scoring system that processes 400+ leads per month, scores each one 0–100 based on intent signals, and automatically routes the hottest leads to same-day consultations — without any manual review.
AI Lead Scoring
Plastic Surgery Practice — 400 leads/month
No More Manual Lead Review
Before: A coordinator manually reviewed every form submission and decided who to call. After: AI scores and routes every lead in under 90 seconds.
Pricing & Process
How much does an engagement cost?
Every project is scoped individually based on your workflows, number of integrations, and automation complexity. We don't publish fixed prices because a law firm intake system and a multi-channel e-commerce build are very different problems. After your discovery session, we deliver a detailed proposal with a fixed project price — no hourly billing, no surprise invoices.
How long does implementation take?
Most CRM and automation projects are delivered in 3–6 weeks. Complex multi-system projects may take up to 8 weeks. We provide a clear timeline before any work begins.
What does post-project support look like?
Every project includes 10 days of post-launch support — we're on call to fix bugs, answer questions, and make minor adjustments as your team gets up to speed. After that, optional monthly maintenance retainers are available for businesses that want ongoing optimization, new automations, or priority support.
Which platforms do you work with?
Our core stack: Monday.com and most major CRMs, n8n, Zapier, Make.com, HubSpot, and custom API integrations. If your business runs on a specific tool, we've likely integrated it — or we'll build the connection.
Start with a Free Discovery Session
In 30 minutes, we'll map your biggest bottlenecks and give you a clear plan to automate them — no obligation required.
Book Discovery Session Call