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Business workflow automation for teams tired of copy and paste

We connect your forms, CRM, calendar, spreadsheets and email so work moves without anyone retyping it. Everything lives in accounts you own.

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  • Price agreed upfrontWritten scope, one price, milestone payments.
  • You own everythingCode, accounts and content stay in your name.
  • Every call is freeNo charge, no pressure. We reply within 12 hours.
  • Senior people onlyThe ones you meet are the ones who build.

Overview

Workflow and CRM automation, in plain words

Business workflow automation means connecting the tools you already use so that data and tasks move by themselves. A form fills the CRM. A new lead gets a reply. A late quote triggers a reminder. We build these with tools such as n8n, Make or Zapier, and pick the one that suits your job.

We start with one workflow, not ten. Pick the job your team hates most, make it run, then decide what comes next.

Lead follow-up is the most common first project, so it has its own section below.

Who it is for

  • Sales teams who lose leads between the form and the CRM
  • Operations managers who copy data between sheets all week
  • Agencies and consultancies handling repeat client admin
  • Owners who want reports without a Friday spreadsheet session

What you get

  • A written map of the process, before and after
  • Working automations running in your own accounts
  • Lead follow-up messages and reminders logged in your CRM
  • A recorded walkthrough so your team can edit them

See it come together

A message becomes a booking

An assistant answers, then hands the job to your workflow.

An illustration of how the work comes together. Not a real client or result.

Signs you need it

Problems this work fixes

If one of these sounds familiar, you are in the right place.

  1. Leads go coldAn enquiry sits unanswered because everyone assumed someone else had it. Automatic first replies and reminders close that gap.
  2. The same data typed three timesForm, spreadsheet, CRM. Each retype is a chance for an error. We make each record entered once.
  3. Tools that do not talkYour calendar, helpdesk and invoicing tool each hold half the story. We join them so you get one view.
  4. A fragile setup nobody understandsA tangle of one-off automations breaks silently. We document every flow and add alerts when something fails.

What is included

What we do, part by part

  • 01

    Process mapping

    We write down how the work runs today, where time goes and what to automate first.

  • 02

    Lead follow-up automation

    New leads get a prompt reply, reminders go out when they go quiet, and every step is logged in the CRM.

  • 03

    CRM and data sync

    Forms, calendars, spreadsheets and your pipeline stay in step, with each record entered once.

  • 04

    Tool choice, honestly

    n8n, Make or Zapier, picked for your volume, your skills and your budget. We explain the trade-off.

  • 05

    Alerts and error handling

    If a step fails, someone is told. Failed runs do not disappear unseen.

  • 06

    Handover and reporting

    A recorded walkthrough, plain documents and a simple report on what ran.

Want to know if this fits?

Tell us the goal in two lines. We reply within 12 hours with an honest answer and a budget range.

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How it works

How the work runs

  1. Map one workflow

    We sit with the person who does the job and write out each step and exception.

  2. Build it in your accounts

    We build inside accounts registered to you, with us as collaborators.

  3. Run it side by side

    It runs next to the manual way until the results match. Then we switch over.

  4. Hand over and extend

    You get documents and a recording. After that, choose the next workflow or run it yourselves.

Straight answer: Automation will not fix a process that is broken in the first place. We may suggest changing the process before building anything. Tool subscription fees go to the providers, and some tools limit what they can connect to.

Pricing

What ai automation & workflows costs

Workflow and CRM automation is quoted inside the ai automation & workflows plans below. We agree the price on a call, and once agreed it does not change.

  • Starter

    from $2,500from AED 5,000from ₹30,000

    • One automation in your existing tools (for example lead follow-up, form to CRM, WhatsApp auto-reply)
    • Handover
    • 30 days of fixes
  • Best fit for growing businesses

    Growth

    $5,000–$12,000AED 12,000–30,000₹75,000–₹2,00,000

    • An AI assistant on your website or WhatsApp, trained on your content
    • 2 to 4 connected workflows
    • Monitoring
  • Premium

    $12,000–$35,000+AED 30,000–80,000+₹2,00,000–₹6,00,000+

    • Custom AI agents with integrations
    • Document processing
    • Dashboards
    • Guardrails and monitoring

Three plans, from one automation to custom AI agents with integrations. Monthly operations retainers available. Prices are a starting point, not a wall. See all plans

Quick answers

About cost and timing

The things people ask right after they see a price.

Price depends on the number of workflows and the systems we connect. We agree a fixed price after mapping the work, and it does not change. Tool subscriptions are billed to your accounts by each provider, with no markup from us.

AI and automation work here runs about 2 to 8 weeks per workflow. A form-to-CRM link is at the short end. Several systems with approvals take longer. We give you a dated plan after mapping, with working versions shown along the way.

How we contract

Clear terms, before you spend anything

The commercial side in plain words. The full wording is in our terms, and your proposal sets the details.

  1. A written proposal comes firstScope, deliverables, milestones, price and timeline, in writing. Work starts when you accept it.
  2. The price does not moveOnce agreed, the number in the proposal is the number on the invoice. Changes to scope are quoted as a written change request and only built once you approve them.
  3. You pay by milestoneProjects are paid in milestones set in your proposal. No project is billed in full upfront. Invoices are payable within 14 days unless your agreement says otherwise.
  4. You own the workCode, designs and accounts are registered to your company from day one. We keep our own pre-existing tools and methods.
  5. No lock-inEither side can end a project with written notice, and you pay for the work done up to then. Retainers run month to month with 30 days written notice.
  6. 30 days of fixes after launchDefects in what we delivered are fixed for 30 days after launch. New features and third-party changes are quoted separately.

Workflow and CRM automation FAQ

Questions about workflow and crm automation

The things people ask before they book. If yours is missing, ask us on a call or on WhatsApp.

Still have a question?

Thirty minutes with us usually answers everything, including whether we are the right fit.

Zapier is quick for simple links. Make suits more branching. n8n gives the most control and can be hosted by you. We choose based on your volume, your team and what you want to own long term. We will also say when a simpler tool, or one you already pay for, can do the job.

It replies to a new lead quickly, books or offers a call, reminds your team when a lead goes quiet, and records each step in the CRM. A person still handles the real conversation. That one reply in the first minutes is often what wins the job.

You do. The automation tool, CRM and API keys are registered to your business. We work as collaborators and give you a recorded walkthrough, so you can edit anything without us. We can also host n8n for you in your own cloud account, if you want that.

Each flow sends an alert when a step fails, so you hear about it. Projects include fixes after launch. After that, you can fix it yourselves or agree a monthly plan for monitoring. Silent failures are the real danger with automation, so alerts matter more than clever features.

Often, if one repeated task eats hours every week. If the task happens a few times a month, a checklist is cheaper. We will tell you honestly which side you are on. We can check the numbers together on the first call, before you spend anything.

Ready to talk about workflow and crm automation?

Thirty minutes is enough to tell you the approach, the budget range and the timeline.

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