Streamline Through Automation
Boost Your Efficiency
With so many moving parts in an organization, it’s easy to lose sight of tasks that are holding back productivity. Duplicate functions can add up over time, creating compounding issues and holding you back from reaching your goals.
We help you identify time-consuming tasks and transfer them into automated systems. With consistent data and reduced errors, your productivity will increase and unlock new growth opportunities for your business.
What Processes Can You Automate?
If it’s repeatable and predictable, you can probably automate it.
Lead Generation Initiated by Form Responses
You’ve collected a form response, but now what will you do? We’ll parse the raw response into the component data structure you need, then trigger the next set of actions in your pipeline.
Financial Transactions
Reduce the headache of moving financial transaction data from one system to another, translating it into the multiple formats different departments need.
Marketing Campaigns
Design bespoke drip campaigns that bolster open rates.
Task Management
In many businesses and nonprofits one action leads to another, and another, and another. Along the way, the next step might vary according to differing scenarios. Build out your workflow in an instant, and see your progress measured as your tasks are then checked off automatically as you continue your journey.
Data Automation
Use actions taken in one place to trigger updates in another so you have valuable information that represents the current state of your industry wherever you need to see it, without using any time in boring transcription.
Streamline SOPs
A few mouse clicks and location changes in a database may only take a few seconds, but if you have to do these things hundreds or thousands of times in a year, it adds up. By leveraging the clicks-not-code power of automated workflows, we can let your CRM do more of the heavy lifting for you.
