Automation + CRM

Sleek systems for service businesses that need clarity and speed.

We design and implement AI automation with CRM workflows around your real operations. You see a working prototype first, then decide.

Explore case studies

Customer logos

Client growth enabled

$100M+

Workflow visibility

Real-time

Response discipline

< 60 min

Delivery model

Prototype-first

What You Get

Operational clarity without the clutter.

We simplify intake, follow-ups, onboarding, and reporting into one reliable operating rhythm.

One CRM source of truth for your team

Automated routing, reminders, and handoffs

Clean dashboards for daily decisions

Continuous optimization after launch

Data Flow Engine

Show users exactly how data moves through your business.

Every lead event is captured, qualified, routed, and converted into actionable CRM tasks with live visibility for your team.

Stage 01

Capture

Website forms, calls, chat, and referrals enter one unified intake stream.

Stage 02

Qualify + Route

Rules and AI classify intent, score urgency, and assign ownership instantly.

Stage 03

CRM Orchestration

Follow-ups, reminders, and handoffs run automatically inside your workflow.

Stage 04

Live Decision Layer

Dashboards surface conversion, bottlenecks, and revenue impact in real-time.

01 Data Stage

Capture

Website forms, calls, chat, and referrals enter one unified intake stream.

02 Data Stage

Qualify + Route

Rules and AI classify intent, score urgency, and assign ownership instantly.

03 Data Stage

CRM Orchestration

Follow-ups, reminders, and handoffs run automatically inside your workflow.

04 Data Stage

Live Decision Layer

Dashboards surface conversion, bottlenecks, and revenue impact in real-time.

Input latency: near real-time

Routing time: under 1 minute

Visibility: always-on dashboards

Customer Logos

Trusted by teams that operate at scale

A complete view of customer brands across industries we support.

Services

Systems that quietly remove operational friction.

Every engagement is built around speed-to-lead, handoff quality, and delivery visibility.

AI Automation

Automate lead capture, routing, follow-ups, and reminders so nothing slips.

Auto-tag and route leads
AI-assisted follow-ups
Deadline-proof reminders

Custom Workflows

Turn repeatable work into clear templates with owners and deadlines.

Workflow templates
Role-based alerts
Eliminate spreadsheet chaos

CRM Systems

Unify your pipeline, onboarding, and delivery into one source of truth.

Centralized client history
Structured onboarding
Decision-ready dashboards

Without

Growth is expensive and inconsistent.

Manual follow-ups let high-value leads slip away
Client data scattered across tools and inboxes
Onboarding slows down with constant rework
Performance visibility is delayed or unclear

With

Your operations run with confidence.

Automated nurturing that improves conversion
Centralized CRM for complete client context
Reliable onboarding workflows with ownership
Real-time metrics for better decision-making

Case Studies

Proof, not promises.

View all case studies

CASE Property Management

$58K revenue leak plugged

How APG Plugged a $58K Revenue Leak Without Hiring a Single Person

Australia / New Zealand Read case study

CASE Immigration

+69% conversions in 26 days

From Missed Leads to Major Wins: How Connect Canada Converted 69% More Leads in 26 Days

Canada Read case study

CASE Immigration

-58% prep time

From Deadline Chaos to 2-Week Filings: How Liberty Pathways Cut Prep Time by 58% in 30 Days

Austin, Texas (USA) Read case study

CASE Retail (Multi-location)

INR 30+ Cr incremental revenue

Unified CRM Architecture for a 100+ Store Retail Network (Unicorn Infosolutions)

India Read case study

Process

A practical path from workflow chaos to operational clarity.

STEP 01

Discovery

Map current workflow, identify revenue leaks, and define measurable outcomes.

STEP 02

Pilot Build

Implement focused automations and CRM changes around your top priorities.

STEP 03

Performance Review

Measure response speed, conversion, and throughput with real numbers.

STEP 04

Scale & Optimize

Expand what works with continuous workflow refinement.

FAQ

Common questions

Clear answers to help you decide if this is the right fit.

What does an Automation & CRM company actually do?

We streamline operations, capture and manage leads, and convert more inquiries into clients through systems that run quietly in the background. You get clarity, consistency, and measurable performance.

How do I know I'll get a return on my investment?

We instrument the workflow: response time, conversion, throughput, and bottlenecks. You see the before/after in numbers and dashboards, not guesses.

Do you work with large or small businesses?

Both. We tailor the system to your team size, client volume, and growth goals so it fits your actual operations.

Can you guarantee results?

We guarantee high-quality implementation, performance tracking, and continuous optimization. Outcomes also depend on your team's execution. We partner only where we can make a clear impact.

Does my business really need automation or a CRM?

If you're losing leads, missing follow-ups, or spending hours on repetitive coordination - yes. Automation and CRM remove the friction that blocks growth.

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