Why Our Automation Solutions Are Different

Automatically captures leads from forms or messages, tags and scores them based on activity, and enriches their details from external data sources like LinkedIn or company databases. Unlike basic lead capture tools, it fully integrates your leads into all your systems—CRM, accounting, billing, or any other software—so your sales team always has accurate, updated, and actionable information without manual data entry.

Automates scheduling meetings, sending calendar invites, and Zoom links—like Calendly—but goes beyond basics by intelligently handling reschedules automatically, preventing double bookings across multiple teams and global time zones, and integrating seamlessly with your existing CRM or client databases.

Automatically generates customized contracts, collects e-signatures (DocuSign), and organizes signed documents. It takes form responses from your customers and instantly populates that data directly into all your systems—CRM, ERP, billing, and management software—so your team never has to manually transfer information, eliminating errors and saving significant administrative time.

Automatically creates invoices, sends payment links, and tracks payments in real-time—no manual follow-ups required. The system instantly suspends or unlocks client services based on payment status. Additionally, your clients get personalized portals and automated emails to quickly access payment details, check statuses, and submit inquiries, ensuring clarity for clients while freeing your team from constant payment questions and manual management.

Fully automates onboarding by capturing customer or employee information from a single form and instantly distributing that data across all your systems—CRM, ERP, billing, HR software, and more. Eliminates the need for manual entry into multiple systems, saving significant time and preventing errors. For offboarding, it rapidly removes user access across every system simultaneously with a single secure "Instant Access Removal" feature, ensuring immediate and comprehensive security when someone exits your organization.

Automatically sends renewal reminders, tracks referrals, and uses AI-driven algorithms to intelligently identify the best upsell or renewal opportunities based on client history and behavior. It predicts customer churn risk, proactively suggests tailored offers, and logs all recommendations directly in your CRM—ensuring your team is always informed, boosting revenue, and keeping clients engaged with minimal effort.

Sends automatic session reminders to reduce no-shows, tracks attendance, rebooks missed sessions without manual follow-up, and unlocks new content or resources automatically when clients hit milestones. Keeps client programs moving without constant manual management.

Automatically collects feedback, testimonials, and reviews from your clients. Happy clients can be set to automatically post straight to your website or other platforms — or, if you prefer, we can send them to you first so you can quickly hit “yes” or “no” to approve before anything goes live. Fully integrates with your website, CRM, or anywhere else you want to show off your best reviews, without you lifting a finger.

Keeps your CRM clean by auto-archiving cold leads, merging duplicates, and updating statuses — all based on rules you control. You can adjust the cleanup settings anytime without needing to rebuild anything. Stay organized without lifting a finger.

Collects data from websites automatically—like building lead lists, tracking competitors, or monitoring listings. Perfect for gathering large volumes of online data quickly and efficiently.

Lets your customers or vendors instantly check payment status, delivery updates, or any other key information without having to call or email you. We can set it up through an online form, automated email replies, or whatever method works best for your business — saving your team time and giving clients the answers they need fast. 

Connects CRM systems like Salesforce with other business software automatically, eliminating manual data entry or expensive integrations from big CRM providers.

Automatically generates and delivers customer financial statements through email, client portals, or custom links. Delivery can be set by the company’s rules, by client preference, or triggered automatically through algorithms—sending statements when it makes the most sense based on activity or timing. Removes the need for employees to manually manage or remember when to send statements, saving time and creating a smoother client experience.

Automates complex quoting by instantly pulling all pricing factors—like subcharges, customer-specific rates, and location-based fees—directly from your database. Builds and sends complete, accurate quotes without your team manually piecing information together, saving hours and letting customers get instant, professional responses.

Automatically bids on online marketplaces or platforms 24/7 using custom pricing algorithms, ensuring you're always the first to bid and never miss an opportunity. Frees your team from manual bidding and increases your chances of winning more business around the clock.

Automates client credit checks, credit line adjustments, and credit removals using smart, rule-based algorithms that manage financial risk proactively. Sends real-time alerts to your team when specific credit situations arise, and always allows for manual review or override—giving you full control while dramatically reducing the time spent managing credit decisions.

Digitizes and automates the vendor or supplier onboarding process by capturing their information electronically and integrating it directly into your internal systems, eliminating manual data entry. Also pulls in additional details about vendors using multiple APIs (like address validation, company background checks, insurance status, etc.) to build a stronger, more complete onboarding profile automatically.