Automation2025
Business Automation Suite
Turning repetitive back-office workflows into automated systems for a services business.
“Every quote, invoice and follow-up was being typed by hand. The data already existed — it just was not connected.”
The problem
Enquiries came in by form and WhatsApp, quotes were built in a document, invoices in another tool, and follow-ups depended on someone remembering.
The product
A set of automations: enquiry to CRM, CRM to draft quote, accepted quote to invoice, and scheduled follow-ups with an AI-drafted first message a human approves.
The result
Hours a week returned to the team, and nothing falls through the gap between tools any more.
Next project
Popcorn Share