Workflow automation & integrations
“Someone fills in a form, then we copy it into the CRM, make a folder, send a welcome email, and raise an invoice. Every step by hand, and steps get missed.”
What we build
- We connect the tools you already pay for so information moves on its own: form → CRM → client folder → welcome email → invoice, with no retyping.
- Reminders and follow-ups that actually fire: unpaid invoices chased, missing documents requested, renewals flagged before they lapse.
- Approval steps built in: a person always approves anything that moves money or changes payment details, and customer messages wait for approval until you decide otherwise.
- Every automated action lands in an activity log you can read, so you always know what ran and why.
Example saving
Example16 hrs/week
worth about $29,000 a year
A construction company that connects bids, permits, and invoicing could give two admin staff about a day a week back each.
Illustrative, not a promise. Your Map estimates your numbers before anything is built.
Works with
QuickBooks / XeroHubSpot / SalesforceGoogle WorkspaceMicrosoft 365
See what this would save you
A free 30-minute call. We'll tell you honestly whether there's enough waste to be worth fixing.