Workflow Automation

Stop Doing the Busywork by Hand.

We connect your website, phones and CRM so leads get answered and routed automatically, and nobody spends their afternoon copying data between systems.

Talk About Your Workflow
Form or call comes in
AI assistant sorts the request
Lead lands in your CRM

What We Automate

Practical automations for established businesses.

AI Voice Assistants & After-Hours Answering

For businesses and nonprofits without a full-time receptionist: an AI voice assistant answers every call, day or night, handles common questions, books the next step and texts back anyone who hangs up. It's running today for a national fleet insurance brokerage.

Leads Straight Into Your CRM

Website forms, calls and texts are captured, tagged and routed to the right person in the CRM you already use, or one we set up for you, without anyone retyping them.

Connect the Tools You Already Use

Scheduling, invoicing, payments and your CRM share data, so updates happen once instead of three times.

Where Is Your Team Losing Time?

Tell me the task everyone dreads and I'll tell you whether it can be automated.

Talk With Mike