CRM & Workflow Automation
Stop Managing Chaos
Start Managing Growth
Your CRM should do more than store contacts — it should run your business.
We design smart workflows that handle admin, follow-ups, and client management 24/7.
You’re losing hours on things that should run themselves.
Most SME' teams waste 10–20 hours every week on repetitive admin:
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Copying data between spreadsheets
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Manually following up with clients
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Forgetting renewals or reminders
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Repeating onboarding steps
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Coordinating small internal tasks
That’s 400–800 hours a year — worth $12K–$30K lost to inefficiency.
Automate the Work. Keep the Control.
We build a connected CRM and workflow automation system tailored to your operations — one that saves time without sacrificing oversight.
1.Initial Audit & Workflow Mapping 1.1. Review your current CRM setup (or lack thereof) 1.2. Identify inefficiencies, bottlenecks, and manual steps 1.3. Map your ideal customer journey and internal workflow
2. Tool Stack Assessment 2.1. Evaluate your existing tools (CRM, email, filling, invoicing, onboarding, forms, etc.) 2.2. Recommend the best-fit platforms (e.g., HubSpot, Zoho, Pipedrive, Notion, etc.)
3. CRM Configuration & Setup 3.1. Set up or optimize your CRM for automation 3.2. Tagging, pipeline stages, custom fields, and automations
4. Workflow Automation Design 4.1. Build automations for lead intake, follow-ups, reminders, internal task assignments, and customer status changes 4.2. Includes up to 3 automated workflows (additional customizations available)
5. AI Integration 5.1. Connect AI tools (e.g., GPT-powered responses, AI summaries, auto-routing, OpenAI/Make/Zapier etc. flows) 5.2. Automate manual decision points
6. Testing & Optimization 6.1. Full testing of each automation 6.2. Fine-tune for reliability, timing, and accuracy
7. Training & Handover 7.1. Step-by-step walkthrough + CRM/AI tool training (optional) 7.2. Includes copy templates and AI prompt sets
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What you Receive: ✅ System map ✅ Automations ✅ CRM pipeline ✅ Dashboard ✅ SOP manual ✅ Team training
What AI Lead Generation System Deliver
Lead Response Time
Before AI: 12–48 hrs
After AI:< 3 min
Impact: 10× faster response→ +35 % higher conversion rate
Admin & Task Management
Before AI: 10–20 hrs/week manually entering data, assigning tasks, sending reminders
After AI: 2–4 hrs/week — all automated through integrated workflows
Impact: 400–800 hrs/year saved → $12K–$30K in admin labor recovered
Client Retention & Renewals
Before AI: 40 % of clients lost to missed renewal or follow-up
After AI: Automated reminders & satisfaction check-ins
Impact: +15 % repeat sales → $25K–$60K in extra annual revenue
Team Coordination & Visibility
Before AI: Disconnected spreadsheets, forgotten updates, double work
After AI: Unified dashboard with real-time task tracking and smart notifications
Impact: 2× faster project turnaround → +30 % team productivity
