What we engineer.
Four areas of operations, designed as one connected system rather than a set of separate tools. Most engagements combine several of them.
Customer operations
Support requests and routine customer communication handled consistently, with people stepping in where judgement is needed.
- Requests answered and routed across email, web and messaging channels
- Order and account questions resolved from your own systems
- Answers drawn from your knowledge base, in your tone and language
- Escalation to the right person with the full conversation attached
- Order status and returns requests resolved without a ticket
- First response to every inquiry within seconds
- Complaint triage by topic and urgency
Sales operations
Every inquiry captured, qualified and followed up, so opportunities are handled quickly and nothing slips between tools.
- Inquiries captured from forms, email and messaging
- Qualification against your ideal client profile
- Routing to the right owner and meeting booking
- CRM kept up to date, with follow-ups on quiet deals
- Inbound lead qualified and booked overnight
- CRM records created from emails and call notes
- Stalled-deal reminders with drafted follow-ups
Internal operations
The repetitive coordination work inside the company, run by rules you define and recorded step by step.
- Approvals routed by amount, role and policy
- Invoices and documents read, matched and filed
- Data moved between systems without retyping
- Notifications and task handoffs between teams
- Supplier invoices matched to purchase orders and queued for approval
- Onboarding steps triggered across several systems
- Scheduled operational checks with alerts on exceptions
Integration and reporting
Your existing systems connected into one flow of work, with reporting generated automatically from live data.
- CRM, ERP, accounting, e-commerce, email and calendars connected
- Data reconciled between systems and checked for gaps
- Management reports and dashboards assembled automatically
- Alerts when figures move or something needs attention
- A weekly management briefing delivered before the day starts
- Cross-system reconciliation with discrepancies flagged
- A single view of each customer across your tools
Systems we connect to.
We work with the tools your company already uses. If a system offers an API or a standard data export, it can usually be connected. We confirm feasibility during the assessment, before any commitment.
Not sure where to start?
Describe a process that costs your team time. We will tell you what can be automated and how.
Get a Free Automation AssessmentNo obligation. Every project is scoped in writing before work begins.