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Your apps, connected, so the work keeps moving.

We connect the tools you already use, such as your CRM, email, forms, calendar, accounting and spreadsheets, so information moves on its own and your team spends less time copying and pasting. We build with Zapier, Make, n8n or direct connections, and add AI steps where they save real time.

Business apps such as calendar, email, spreadsheet and chat connected to a central hub
Project steps · Workflow & CRM integrationsExample

Example timeline

  1. KYMMap your tools and dataDone
  2. KYMPick the right platformDone
  3. KYMBuild the workflowsDone
  4. KYMTest with real recordsDone
  5. YouYour approvalWaiting for your approval
  6. KYMLaunch with monitoringUp next
  7. KYMWritten guide and supportUp next

Images are illustrations.

What we automate

  • Sends new leads from website forms, ads and chats into your CRM without retyping
  • Keeps contacts, deals and customer records in sync across your apps
  • Sets up HubSpot, Salesforce or Pipedrive pipelines, or tidies one you already have
  • Adds AI steps that sort, summarize, tag or draft along the way
  • Creates invoices, tasks and follow-ups when a deal or job changes stage
  • Sends alerts to Slack, Teams or email when something needs attention
  • Fixes broken automations, or moves them to a better-suited platform
  • Error alerts and a short written guide for each workflow

How it works

  1. Map your tools and data
  2. Pick the right platform
  3. Build the workflows
  4. Test with real records
  5. Your approval
  6. Launch with monitoring
  7. Written guide and support

We build inside your own accounts where we can, so the workflows keep running in your tools. Each platform has its own subscription; we tell you which plan you need and what it costs before you commit.

What you get

  • A map of your tools and how information should move
  • A platform recommendation with plan costs, before you commit
  • Workflows built and tested with real records
  • Error alerts set up for each workflow
  • A short written guide for each workflow

Who it's for

Small and mid-size businesses with apps that don't talk to each other, teams outgrowing spreadsheets, and anyone whose CRM keeps falling out of date.

Works with

ZapierMaken8nPower AutomateHubSpotSalesforcePipedriveGoogle WorkspaceMicrosoft 365SlackQuickBooksAirtable

Questions

Zapier, Make or n8n: which should we use?

Each has strengths. Zapier is quick to set up and connects to a very large number of apps. Make suits workflows with many branches. n8n can run on your own server, which helps with sensitive data or high volume. We recommend one after looking at your tools, volume and budget.

Will it work with our current software?

Usually, if your software has an official connection. We'll tell you on the first call if something won't connect, and suggest options.

We already have some automations. Can you work with them?

Yes. We can review what you have, fix what's broken and extend it, or move it to a platform that fits better.

What happens when something breaks?

Each workflow we build sends an error alert, and you get a written guide to how it works. If you choose our managed automation service, we watch for errors and fix them for you.

Do we pay for the platforms separately?

Yes. Automation platforms charge their own subscription or usage fees. We tell you which plan you need and what it costs before you commit, and those fees are listed separately in your quote.

Ready to automate this?

Tell us about your business. We'll reply to set up a free call, then send a fixed quote in writing.

Get a quote for this