Scale your Sales with Automation
Leverage sales automations all set up for you and managed for you to remove repetitive day to day tasks and supercharge your productivity
and save hundreds hours per year.
A sales rep can only be as productive as the time spent selling.
That's where we come in. To free up time on repetitive tasks.
We know the struggle. balancing multiple sales priorities all screaming for attention and the constant pressure of hitting sales targets.
Our mission is simple - to help transform the way you as small business work, by removing the painful repetitive daily tasks, and provide the technology capabilities usually only available to enterprise companies. So your team can stay busy doing what moves your business forward and not busy doing busy work.
We set up, deploy and manage proven automation workflows and systems that constantly run behind the scenes to streamline your processes, supercharge your marketing efforts will save your team hours of work each week.
Working with the best No Code & AI tools
CRM Automation
Add and update lead information from different channels and sources in your CRM automatically, then send automated follow up communications with SMS and Email integration.
SMS & Phone Systems
Implement automated SMS & phone follow up and engagement sequences to never miss potential sales opportunities.
Sync Marketing & Sales Data
Have important data automatically moved where you need, it when you need it. Ditch time consuming data entry tasks and maintain improved data accuracy.
Customer onboarding
Automate stages in your onboarding process, from sending invoices, contracts and forms to automatically setting up new client workspaces and sending welcome emails.
Appointment Scheduling
Automate appointment scheduling and sync your teams calendar, update your CRM automatically and set up email flows.
Why automation
All in one Automation Solution
We replace the need for hiring expensive freelance developers or agencies and paying for automation software.
Save a Sh*t load of time
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Start leveraging AI
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Automations from our library
100+ workflows - 100+ technologies
When a new employee is officially approved to start by HR or management, initiate the onboarding flow with instructions and resources.
When a refund is processed in Stripe, update the corresponding invoice in Xero
New invoices received, add the attached invoice to a Google doc and generate new row on Google Sheet to for easier better account management
Send new customers/ Buyers a welcome/ Thank you message from the business founder/ CEO
When a refund is processed in Stripe, update the corresponding invoice in QuickBooks
Once the contract is signed in Pandadoc and details for tax/ banking are complete, add to employee database and update status in Google Sheets
When a new employee is added to Bamboo HR, automatically create a folder in Google Drive named after the employee for storing their documents.
When a new charge is made in Stripe, create an invoice in QuickBooks
When a new charge is made in Stripe, create an invoice in Xero
Membership benefits? Heres what's included
Membership Levels
Choose a plan that's right for you