Sales Pipeline Automation
Keep opportunities and sales tasks moving.
Setup from $2,500Management from $499/monthPer new managed agreement
See how it works The automation catalog
What would you like to take off your plate?
Explore one workflow, understand the output, and decide if it fits your business.
6 automations · Reduce admin
Quote & Proposal Assistant
Prepare proposals using your approved services and prices.
Setup from $2,750Management from $549/monthPer new managed agreement
See how it works Client Onboarding Automation
Move new clients from signed agreement to ready to start.
Setup from $2,250Management from $449/monthPer new managed agreement
See how it works Invoice Reminders & Payment Follow-Up
Follow up on unpaid invoices with less manual work.
Setup from $1,750Management from $400/monthPer new managed agreement
See how it works Document Intake & Data Capture
Turn incoming documents into structured records for review.
Setup from $3,250Management from $649/monthPer new managed agreement
See how it works Inventory & Order Alerts
Spot stock and order exceptions before they are overlooked.
Setup from $2,500Management from $499/monthPer new managed agreement
See how it works Software and usage costs are separate. Every workflow receives a confirmed scope and quote.
Connected systems
Several workflows. One defined scope.
Compare seven named bundles or configure your own selection.
Start with one useful workflow
A smaller task. A clearer next step.
Choose what slows your team down. We’ll help define the scope.