The work that no longer needs doing by hand.
Every system below is built to order around how your business runs, using the software you already have. Read it as a set of starting points rather than a product list. The most valuable build is usually the one specific to you, and if your version of the problem is not here, that is precisely the kind we build.
Winning work
Sales automation for businesses that win work by being first. These systems handle the moments between an enquiry arriving and a deal being agreed: capture, response, qualification, quoting and follow-up. Built around your pipeline, your pricing and your definition of a good customer.
Capture and respond within minutes
Web forms, email, marketplace leads and telephone messages captured into one pipeline the moment they arrive, and answered with a relevant, well-written reply within minutes, at any hour. Buyers proceed with the firm that answers first. This makes that firm yours.
Qualify and route every lead
Each lead scored against criteria you set: who they are, where they came from, what they are worth. Unsuitable work declined courteously and automatically. Priority leads routed to the right person with a prompt to call while they are still warm.
Quotes issued the same day and pursued
Proposals assembled from your pricing and templates and issued within hours, then followed up on a schedule that escalates gently and passes to a person at the right moment. No proposal is lost to silence.
Getting paid
Accounts receivable automation that turns cash collection into a process rather than a monthly scramble. Invoicing, payment reminders, reconciliation and contract documents, integrated with the accounts package you already run, so the finance function stops depending on memory and spreadsheets.
Invoicing on trigger
Invoices raised the moment the trigger occurs, whether a job completed, a milestone reached or the month end, rather than when someone finds the time. The first step of cash flow removed from anyone's to-do list.
Collections and reconciliation
Reminders before the due date, firmer notices after it, escalation to a person when it matters, and receipts matched to the correct invoice automatically with exceptions flagged. The monthly reconciliation reduced to reviewing the exceptions.
Contracts and documents
Contracts populated from your templates, issued for signature and filed on completion, in minutes rather than days. Every document where it should be, without anyone filing it.
Running the business
Back-office and operations automation for the work that keeps a business running but earns nothing directly: onboarding, document handling, reporting and the flow of information between systems. This is where AI earns its place, reading and filing so that people can decide and act.
Onboarding without the checklist
Everything that should follow a won deal (welcome, set-up, kick-off, internal tasks) executed in the correct order, without anyone holding the sequence in their head. The first impression handled consistently, every time.
Reading, filing and reporting, by AI
Inbound email and documents read, the relevant data extracted and filed, and replies drafted for a person to approve. The weekly summary you rely on compiled and delivered without anyone assembling it.
Systems that exchange information
CRM, accounts package, inbox and job system passing information between themselves, so nothing is typed twice and every record is current wherever it is viewed. People stop being the integration.
Seen your own bottleneck in this list?
Most businesses recognise two or three. Tell us which, and we will talk through what a build would look like for you, what it would cost and what it would return. No obligation either way.