Sales & CRM Automation
Lead capture, enrichment, scoring, routing, follow-up and pipeline hygiene — done for you.
- HubSpot, Salesforce, Pipedrive, Dynamics
- Lead scoring, routing and SLA enforcement
- AI-drafted follow-up and meeting summaries
Business Automation
Turn manual work into measured workflows — with humans still in charge.
Sales, marketing, finance, HR and operations automated end-to-end across your existing systems — using APIs, low-code and custom builds with dashboards, approval flows and full audit trails.
Automation Division
Sales, marketing, finance, HR and operations automated end-to-end across your existing systems — using APIs, low-code and custom builds with dashboards, approval flows and full audit trails.
600+
Workflows in production
-70%
Manual data-entry hours reclaimed
18 wk
Median payback period
100%
Auditable approval trails
The problem
Growth is bottlenecked by manual work nobody was hired to do.
Your best people spend hours moving data between systems, re-keying invoices, chasing approvals and generating reports. It is not a talent problem. It is an architecture problem — and it compounds every quarter you don't fix it.
- CRM, ERP and finance systems that don't talk to each other cleanly.
- Approval workflows that live in email chains and slip through the cracks.
- Manual reporting that consumes days each month and is out of date by the time it's read.
- Onboarding, offboarding and provisioning processes that take days instead of minutes.
- AI copilots that can't actually do anything because they aren't wired into your tools.
- Zapier and Make workflows nobody owns, documents or monitors.
What we deliver
Automation, engineered like software — not stitched together.
Every workflow is designed, versioned, monitored and owned. Approval steps where they matter. Fully auditable. Fully replaceable when the business changes.
Marketing Automation
Multi-channel campaigns, nurture, attribution and lifecycle automation across your stack.
- Campaign, nurture and lifecycle workflows
- First-party data enrichment and segmentation
- Full-funnel attribution and reporting
Finance & Operations
AP automation, invoicing, approvals, reconciliation and executive reporting — every step audited.
- Xero, MYOB, NetSuite, SAP, QuickBooks
- AP capture, approval and posting workflows
- Daily executive P&L and cashflow dashboards
HR, People & Onboarding
New-hire onboarding, provisioning, training and offboarding — from offer letter to first login.
- Identity, licence and app provisioning
- Contract, policy and training workflows
- Compliant offboarding with full audit trail
Systems Integration
Custom API, database and webhook integrations across your systems of record — no more copy-paste.
- REST, GraphQL, SOAP and event-driven
- iPaaS, Zapier, Make, n8n and custom code
- Retry, dead-letter and monitoring built in
Executive Dashboards
Real-time dashboards for the CEO, CFO and operating team — driven by clean automated data.
- Power BI, Looker, Tableau, Metabase
- Financial, operational and sales views
- Board-pack automation and distribution
How we deliver
How we build automation you can actually rely on.
No fragile Zaps. Every automation is designed with an owner, an SLA, an error path and a rollback plan.
- 01
Phase 01 · Map
Process Discovery & Value Map
We map your top 20 workflows by time, cost and risk — then rank them by automation ROI and readiness.
- Process inventory across departments
- Value map ranked by hours saved / risk removed
- Prioritised 90-day automation backlog
- 02
Phase 02 · Design
Architecture & Integration Plan
We design the integration architecture, choose the right tooling and lock in ownership, approvals and observability upfront.
- System-of-record and integration map
- Approval, error and rollback design
- Tooling recommendation and licensing plan
- 03
Phase 03 · Build
Shipped in 2-Week Sprints
Automations built, tested, documented and deployed in short cycles — with a working workflow live at the end of every sprint.
- Sprint demos with the accountable owners
- Automated tests and monitoring at go-live
- Runbooks, ownership and change process
- 04
Phase 04 · Measure
Value Reporting & Continuous Optimisation
Monthly value reporting on hours saved, errors removed and cycle time reduced — with a rolling backlog of the next best workflows.
- Monthly hours-saved and error-rate reports
- Quarterly automation portfolio review
- Continuous backlog grooming and reprioritisation
Business Automation · Delivery lifecycle
Map → Redesign → Build → Launch → Iterate.
Every automation earns its place. We remove work before we automate it, then engineer, observe and improve the workflows that survive — with your operators in the loop, not replaced by opaque scripts.
- 01
Map
Trace every step, hand-off, exception and system touched today.
- 02
Redesign
Cut, automate, or delegate to AI — humans on judgement, machines on repetition.
- 03
Build
Orchestrated in Power Automate, n8n, Zapier or code — with observability baked in.
- 04
Launch
Parallel-run, cut over, train teams, retire the old process for good.
- 05
Iterate
Volume, error rate and cycle-time dashboards drive the next release.
Every workflow shipped with monitoring. Alerting, retries, rollback and dashboards from day one — so operations owns the process, not the black box.
- 01
Map
Trace every step, hand-off, exception and system touched today.
- 02
Redesign
Cut, automate, or delegate to AI — humans on judgement, machines on repetition.
- 03
Build
Orchestrated in Power Automate, n8n, Zapier or code — with observability baked in.
- 04
Launch
Parallel-run, cut over, train teams, retire the old process for good.
- 05
Iterate
Volume, error rate and cycle-time dashboards drive the next release.
CRM & Revenue Ops
An automated revenue engine — from first-touch to renewal.
HubSpot, Dynamics 365 or Salesforce architected as a real operating system for revenue — with AI copilots, automation and reporting your sales leaders can run the business on.
R01
Lead-to-cash pipeline
Capture, enrichment, scoring, routing and follow-up automated end-to-end.
R02
Sales sequences
AI-drafted outbound, meeting scheduling, CRM hygiene, opportunity nudges.
R03
Revenue reporting
Pipeline, velocity, win-rate and CAC dashboards CFOs actually trust.
R04
AI copilots for sellers
Call summaries, deal risk scoring, next-best-action embedded in the CRM.
Finance & back-office ops
Reclaim the days your finance and ops teams lose to admin every week.
AP, AR, procurement, reconciliations, onboarding and reporting — automated on top of Xero, Business Central, NetSuite or MYOB, with controls that keep audit and compliance calm.
AP / AR automation
OCR, coding, approvals, payment runs and collections orchestrated end-to-end.
Reconciliations
Bank, GL and sub-ledger reconciliations reduced from days to minutes.
Procurement
Purchase-to-pay with policy checks, budget guards and vendor onboarding.
HR & operations
Onboarding, offboarding, tickets and asset provisioning triggered automatically.
Integration & data fabric
A connected stack — because automation only compounds when systems talk cleanly.
We build the integration layer that stitches CRM, ERP, finance, ticketing and data warehouse into a single fabric — API-first, event-driven, observable and versioned like any other production system.
- Event bus (Azure, EventBridge, Kafka)
- API gateways & contract testing
- Data warehouse (Fabric, Snowflake, BigQuery)
- Reverse ETL into every operational tool
- Master data management
- Observability & SLOs on every pipeline
Measured outcomes
What automation typically returns inside 12 months.
60–80%
Manual work removed
on targeted admin, finance and ops workflows.
-90%
Cycle time
on onboarding, approvals and provisioning.
$0.20
Cost per action
vs $8–$40 manual equivalent, across supported workflows.
4–9x
Return on invest
on year-one automation portfolios, net of tooling.
“We took a 12-day onboarding process and turned it into 40 minutes. Multiply that across 1,200 new hires a year and you understand why we won't operate any other way now.”
Tooling & partners
We build on enterprise-grade platforms, not novelty stacks.
iPaaS & low-code
- Make
- Zapier
- n8n
- Power Automate
- Workato
Systems of record
- HubSpot
- Salesforce
- Dynamics 365
- NetSuite
- Xero
Data & warehouse
- Snowflake
- BigQuery
- Postgres
- Fivetran
- dbt
BI & reporting
- Power BI
- Looker Studio
- Tableau
- Metabase
- Sigma
Frequently asked
Executive-level questions we hear most.
How is this different from just buying Zapier?+
We treat automation like software: designed, versioned, monitored, owned, tested. Zapier and Make are tools in our stack, not the strategy. The result is workflows that survive contact with change.
Will automation replace our staff?+
Almost never. Our clients redeploy the time saved into growth work — sales conversations, service quality, product improvement. We design human-in-the-loop steps where judgement genuinely matters.
How do you handle sensitive financial or personal data?+
All integrations run inside your cloud tenant where possible, with encryption, role-based access, DLP and full audit logging. Regulated workflows include segregation-of-duty and evidence retention by design.
What if a workflow breaks?+
Every workflow ships with monitoring, alerting, retry logic and a documented rollback. We're paged before your team is. Fixes are covered under our operate agreement.