CRM
Salesforce
For larger sales teams. We build intake, enrichment and reporting around your existing objects and rules.
Typical workflows
1
Lead enrichment
2
Case routing
3
Executive summaries
Note
We build in your account, under your login. You pay the tool directly, so you always own it.
How we use it
For larger sales teams. We build intake, enrichment and reporting around your existing objects and rules.
Typical workflows
Lead enrichment. Case routing. Executive summaries.
Good to know
We build in your account, under your login, and document every workflow so your team can change it later.
Results
What we’ve built with it.
[
31
→
4
h a week
]
office time spent on enquiries
Lantern Street Plumbing
·
Trades
Typeform · HubSpot · Twilio · Slack
Read the case study →
[
5
→
1
days to close
]
time to send month-end packs
Ledger Lane Accounting
·
Accounting
Xero · Google Sheets · Make · Slack
Read the case study →
[
18%
→
12%
]
missed appointments
Slow Hill Physio
·
Clinics
Cliniko · Twilio · OpenAI · Gmail
Read the case study →
Find your first ten hours a week.
Book a 20-minute call. We’ll ask how work moves through your team today and tell you honestly what’s worth automating.
20 min
first call, no slides
1 week
for a written, costed audit
$1,500
fixed, yours to keep