Solutions That Scale With You

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AI Automation Kits

• Pre-built automations to remove common bottlenecks.

• Plug-and-play workflows with light customization.

• Onboarding Kit – CRM updates, folders, welcome email, tracker log.

• Client-Cycle Management – track projects, renewals, and support in one flow.

• Lead Capture Kit – collect, enrich, and route leads with visibility.

KPI Dashboards

• KPI Dashboards – see what matters in real time.

• Clean views from messy data — no more waiting on reports.

• Marketing Metrics – live campaign data from Meta + Google.

• Sales Tracker – leads, deals, and pipeline velocity, synced daily.

• Ops Health Board – track task flow, bottlenecks, and turnaround time.

AI Automation Kits

Pre-built automations to remove common bottlenecks.

Plug-and-play workflows with light customization.

Onboarding Kit – CRM updates, folders, welcome email, tracker log.

Client-Cycle Management – track projects, renewals, and support in one flow.

Lead Capture Kit – collect, enrich, and route leads with visibility.

Tailored Flows

• Tailored Flows – custom automations that fit your team’s way of working.

• Process mapping – from forms to approvals, reminders, and handoffs.

• Feedback-to-Action – surveys trigger summaries, action items, and PM alerts.

• Invoice & Contract Flow – auto-generate, send, and track in one system.

• Project Kickoff – intake form creates tasks, folders, and team assignments instantly.

AI Automation Kits

Pre-built automations to remove common bottlenecks.

Plug-and-play workflows with light customization.

Onboarding Kit – CRM updates, folders, welcome email, tracker log.

Client-Cycle Management – track projects, renewals, and support in one flow.

Lead Capture Kit – collect, enrich, and route leads with visibility.

Start your mobile journey.