Automation & Data Solutions
Streamline your operations and improve efficiency with automation
When this happens:
Get an Email
〰️ Lead Created
〰️ Lead Tagged "Hot"
〰️ Webform Filled
〰️ Employee Onboarded
〰️ Item requested
〰️ Contract Signed
〰️ Meeting Set
〰️
Get an Email 〰️ Lead Created 〰️ Lead Tagged "Hot" 〰️ Webform Filled 〰️ Employee Onboarded 〰️ Item requested 〰️ Contract Signed 〰️ Meeting Set 〰️
Do that:
Change Project Status
〰️ Generate Invoice
〰️ Send Notification
〰️ Update Lead Info
〰️ Send Available Meeting Times
〰️ Send Email
〰️ Flag Account
〰️
Change Project Status 〰️ Generate Invoice 〰️ Send Notification 〰️ Update Lead Info 〰️ Send Available Meeting Times 〰️ Send Email 〰️ Flag Account 〰️
Our
Services
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CRM Selection and Configuration
Help get the application that worksbest for your business. We’ll match your business needs to a solution in your budget that works for you.
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Custom Automations
Link all your applications so your business acts as a unit. Save thousands of man hours a month by automating repetitive tasks.
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Data Warehousing & Analytics
Make sure your business is capturing the right data points to measure performance, track key metrics, and make better decisions.
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AI Integration
Incorporate cheap AI solutions that can add huge value to your business.