Sales & marketing automation
Lead routing, follow-up sequences, proposals, contracts and payments: the whole funnel moves on its own instead of waiting on someone’s to-do list.
For: teams where leads arrive faster than anyone can follow up.
We connect the tools you already use, automate the work between them, and add AI where it actually earns its keep, so the busywork runs itself and your team gets the hours back.
Use cases
If it's repetitive and lives in software, it can almost certainly run itself. These are the patterns we build most.
Lead routing, follow-up sequences, proposals, contracts and payments: the whole funnel moves on its own instead of waiting on someone’s to-do list.
For: teams where leads arrive faster than anyone can follow up.
The second a new lead comes in, an AI voice agent calls them and asks qualifying questions. Reach leads instantly, scored, and prioritized so you know who to call back first.
For: high lead volume, where whoever calls back first wins.
Try the live demoAI reads the PDFs, invoices, forms and contracts your team retypes today, pulls out what matters, and files or routes it automatically.
For: anyone retyping the same PDFs, invoices and forms.
Reports that pull live data and rebuild themselves, so every decision is made on current numbers instead of last week’s export.
For: owners rebuilding the same report every week.
Onboarding, task handoffs, status updates and invoicing chained together: when one step finishes, the next one starts itself.
For: teams running many clients through the same steps.
We automate each person’s most tedious daily tasks, giving your existing team hours back: capacity without new headcount.
For: small teams at capacity, with no budget to hire.
Collection, entry, deduplication and syncing handled automatically, so the data is just right wherever you look.
For: records that live in two systems and disagree.
The repetitive 80% of tickets (order status, scheduling, common questions) answered instantly; your team handles the calls that need a human.
For: inboxes flooded with the same handful of questions.
When your tools don’t talk, someone becomes the integration. We connect them so data hands off instantly, with no copy-paste in between.
For: a stack of tools that don’t talk to each other.
The process
We build a visual map of your systems, manual tasks and apps. Most owners see the bottleneck the moment it’s drawn.
A clear picture of where the hours actually go.
We audit the map for the highest-ROI opportunities and prioritize the one automation that buys back the most hours first.
A ranked shortlist, biggest time-saver first.
We build with the right mix of AI and automation for your stack, and test it against your real work before it goes live.
Working automation, proven on your real data.
You own everything we build. We measure the hours saved, and there’s always a next thing worth automating.
Hours measured, and the next win lined up.
Your stack
No rip-and-replace. Your existing tools stay; we make them work together: these and hundreds more through their APIs.
Plus Outlook, QuickBooks, Slack, DocuSign, Salesforce and most anything with an API.
The machinery under the hood, chosen per job. Never one tool forced onto every problem.
Book a free 30-minute process audit. We'll show you where your time goes and what's most worth automating. You leave with a clear next step.
Book a free audit