AI, Automation & IT
Automate the admin. Keep the business.
We connect your CRM, email, accounting and job tools, and use AI to handle the repetitive work in between. Quotes, follow-ups, data entry and reporting, done automatically.
Sound familiar?
Your team wasn’t hired to copy and paste.
What’s included
Hours back every week, for good.
- 01
Process mapping
We find the tasks costing the most time and fix those first.
- 02
CRM setup
HubSpot, Pipedrive or Zoho configured around your sales process.
- 03
Integrations
Connect Xero, MYOB, ServiceM8, Microsoft 365, Google and more.
- 04
AI processing
Extract data from invoices, forms and emails with AI.
- 05
Reporting
Automated reports and dashboards delivered on schedule.
- 06
Monitoring
Alerts if an automation fails, and fixes when things change.
How it works
How we get started.
Week 1
Assess
We map your systems, workflows and risks, and find the highest-value opportunities.
Week 2
Plan
A fixed-price plan with clear priorities, security first, time savers second.
Weeks 3–6
Implement
We set up, migrate, build and train your team, with minimal disruption.
Ongoing
Support
Monitoring, help desk, updates and a monthly review of what’s working.
FAQ
Questions about Workflow & CRM Automation
Which tools do you use?
Make, Zapier, n8n and custom code where needed. We choose the most reliable, cost-effective option for each job.
How much time can we save?
It varies, but most businesses find several hours per person per week in the first review.
Is AI safe for our business data?
We use enterprise AI services that don’t train on your data, and design workflows with privacy in mind.
What happens when an automation breaks?
Monitoring alerts us, and on a support plan we fix it quickly.
Works well with
Related services
- AI, Automation & ITAI Chatbots & Voice AgentsAI assistants that answer calls and chats, qualify leads and book jobs 24/7.Learn more
- Websites & SoftwareCustom Web Apps & PortalsClient portals, internal tools and SaaS products built around how you work.Learn more
- Paid Ads & Growth MarketingAnalytics & TrackingKnow exactly which channels bring calls, leads and revenue.Learn more
Find out what you could automate.
Free 30-minute review of your workflows with a list of quick automation wins.