Quotes
- It reads what is being asked for
- It checks that against your own price list
- It drafts the reply ready for you to send
Automated Real-World Scenarios
Parse emails, check pricing, and send quotes without lifting a finger.Score and route inbound leads based on the rules you set.Watch your marketing while it runs, and pull the figures a revenue decision needs into one place.
Leads
- It collects the details you always need
- It sorts by the rules you set
- It routes each one to whoever should answer
Marketing
- It watches your marketing while it is running
- It gathers the figures behind a revenue decision
- It flags what has changed since the last run
Stop working for your software.
The difference between surviving and scaling is automation.
The Manual Way
The Way
Manual data entry errors costing hours
Entered once, then carried wherever it is needed
Leads getting cold while waiting for quotes
Instant quote generation & follow-ups
Chasing three people before you can answer one customer
The current state is there to read without asking
Fragmented systems that don't talk to each other
One record the others are checked against
Reports stitched together by hand at the end of every month
The report is assembled from the work as it is recorded
The same task done by hand, every single day
Time back from work that shouldn't need a person
Four kinds of work, one way through.
What changes in the middle is the work itself.
A job arrives, however it came in
Quotes
A request for a price is read, checked line by line against your own price list, and answered in your own wording.
What it cannot price is passed to you
Lead qualification
Every enquiry is answered in the same pass, asked for whatever it is missing, and scored against the rules you set.
It asks for what is missing before it scores
Orders
An order is read once and becomes a task list, recorded against what you already hold and kept in one place.
Anything needing a decision is flagged
Custom workflows
The parts of the work that are specific to your business, walked as they actually run, mapped, and built to that map.
It is rebuilt as the way you work changes
It comes back ready to send or act on
Every step is put in front of you.
Four stages, in order, from the first walk through your process to what happens after it goes live.
Discover
We walk your process as it runs today, with the people who run it, and write down every step.
Map
The new flow is drawn end to end, step by step, and nothing is built until you have agreed to it.
Build
The agreed flow is built one piece at a time, and connected to the tools you already work in.
Support
It is watched after it goes live, and it is changed when the process it stands in changes.
Pilot Program, Now Open
Ready to automate your business?
Save 10+ hours every week on repetitive tasks.
Early access to new features
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