Stop doing the same admin twice

We connect your forms, inbox, CRM, WhatsApp and accounting so information moves on its own, and add AI where it saves real time: reading enquiries, scoring leads and drafting replies.

  1. New enquiry on your websiteName, phone, what they need0s
  2. AI reads and scores itMarked: hot lead2s
  3. Saved to your CRMWith source and full message3s
  4. WhatsApp reply sentIncludes a booking link5s
  5. Your salesperson is alertedOn their phone, with all the details6s

Automations we build most

Each one is built for your business and your tools. These are starting points.

Speed-to-lead

  1. Ad or website form
  2. CRM
  3. WhatsApp reply
  4. Sales alert

Every new enquiry is saved to your CRM, answered within a minute, and sent to the right salesperson with its source and score.

Lead scoring

  1. New lead
  2. AI reads the enquiry
  3. Hot / warm / cold

AI reads what the person wrote, checks budget and area, and ranks the lead so your team calls the best ones first.

Quote to invoice

  1. Accepted quote
  2. Invoice created
  3. Payment reminder

When a client accepts a quote, the invoice is generated, sent and followed up automatically until it’s paid.

Client onboarding

  1. Deal won
  2. Welcome email
  3. Documents
  4. Tasks for the team

New clients get a welcome pack and the forms they need, and your team gets their checklist without anyone typing it.

Inbox assistant

  1. Incoming email
  2. AI summary
  3. Draft reply

AI sorts and summarises incoming mail and drafts replies for common questions, ready for a person to check and send.

Weekly report

  1. Ads, CRM, accounts
  2. Combined
  3. Sent Monday 07:00

Your leads, sales, ad spend and cost per lead in one email every Monday, pulled from the tools you already use.

Two people mapping out a business workflow on a chalkboard

CRM & lead management

Every lead in one place, with where it came from, what was said and what happens next.

No CRM yet?

We set up EspoCRM for you: your pipeline, your fields, your team’s logins, with leads from your website, ads and WhatsApp flowing in automatically.

Already using one?

We connect your existing CRM, such as HubSpot, Zoho, Pipedrive or Salesforce, to the rest of your tools instead of making you switch.

From idea to running workflow

Most first automations are live within two weeks.

  1. Map it

    We sit with the person who does the task today and write down every step.

  2. Fixed quote

    You get the workflow on one page, the tools involved and a fixed price.

  3. Build & test

    We build it on our servers and test with real examples before switching it on.

  4. Monitor

    We get an alert if a step fails, and fix it, usually before you notice.

Common questions

What do you build the automations with?

We use professional workflow automation software that we host, monitor and maintain for you. You don’t need to buy, install or learn anything, and you aren’t charged per task the way many automation tools charge.

Do I need to replace my current software?

Usually not. We connect the tools you already use: your email, WhatsApp Business, accounting software, forms and CRM. If you don’t have a CRM yet, we can set one up for you.

How is AI used, and who pays for it?

AI steps like reading enquiries, summarising and drafting replies use an AI provider such as OpenAI, Anthropic or Google. You open the account in your business’s name and pay the provider directly, usually a few hundred rand a month, so you always see and control the cost.

Can our data stay private?

Yes. If you don’t want your data sent to an outside AI provider, we can run AI models on private infrastructure set up for your business. We’ll explain exactly where your data is processed before anything goes live.

Is this POPIA compliant?

We design workflows to collect only what’s needed, store it securely and keep it in systems you control. We’ll sign an operator agreement with you as required by POPIA.

What does it cost?

Most automations are a once-off build fee plus a monthly fee for hosting, monitoring and support. We send a fixed-price quote after your enquiry, so you know the full cost before we start.

Which task eats most of your week?

Describe it in a sentence or two. We’ll tell you honestly whether it’s worth automating and roughly what it would cost.

  • Reply within one business day
  • No obligation, no hard sell
  • Fixed quote before any work starts

Prefer WhatsApp? Message us and we’ll reply within one business day.

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What can we help with?