Enquiries & follow-ups
Capture an enquiry, assign an owner and create the next task. Give the team a clear route from first contact to a useful conversation.
AUTOMATION & INTEGRATIONS
Less copying.
More getting on.
Your team has better things to do than move information between tabs. We connect your apps and automate the repeatable jobs, so work keeps moving.
For teams juggling enquiries, customer records and everyday admin across several apps.
A JOB, JOINED UP.ILLUSTRATIVE EXAMPLE
A sample process. We adapt the apps, checks and steps to your business.
TOOLS WE WORK WITH
n8n
Zapier
Make
Power Automate
n8nZapierMakePower AutomateBUILT AROUND YOUR BUSINESS
Start with the job
you keep doing twice.
We look for a useful, repeatable process with a clear trigger and a clear next step. These are some good places to start.
Customer records
Keep agreed details in sync between your CRM and the apps that need them, with checks for existing contacts and duplicate records.
New customer setup
Turn an agreed trigger into a welcome email, project checklist and team handover, ready for someone to pick up the work.
Payments & invoices
Pass invoice and payment updates to the right people and systems. Agree when reminders should run, pause or need a person.
Reporting & updates
Bring information from agreed sources into a regular report, dashboard or team update, with less manual gathering and formatting.
Approvals & handovers
Route a request to the right person, collect the decision and start the next step. Keep the owner and status visible along the way.
FROM FIRST CHAT TO EVERYDAY USE
A clear process.
A useful result.
A small team, a shared plan and a clear next step. You stay involved as the work takes shape.
- 01
Map the job
We follow the current process, including the awkward exceptions and the parts that need a person.
- 02
Agree the connections
We check app access, available integrations and what information should move in each direction.
- 03
Build & test
We test the agreed paths, duplicate events and failure cases before handing the workflow over.
- 04
Keep it working
You get a walkthrough and an agreed support plan for monitoring, maintenance and future changes.
LET’S MAKE THE SCOPE CLEAR
One useful workflow
is a good first step.
We can start with the task that causes the most friction, then build from there. You will see the proposed steps, responsibilities and costs before work begins.
What helps us get started
- The apps you use and the task you want to improve
- How often it happens and where it gets stuck
- The people, permissions and exceptions involved
And what does it cost?
Your quote separates the initial build, any agreed ongoing support and the software costs involved. App subscriptions and usage charges depend on the tools and volume of work.
GOOD QUESTIONS. STRAIGHT ANSWERS.
Do we need to replace our current apps?
Often, no. We start with what you already use. Available integrations, APIs, account plans and permissions determine what is practical; we explain any gaps before agreeing the work.
Can you connect an older or unusual system?
We can investigate its API, supported exports and other access options. Some systems have limitations, so we check the connection before promising a solution.
What happens when a workflow fails?
We agree how failures are reported, who responds and which steps can safely retry. Monitoring and ongoing maintenance are scoped as part of your support arrangements.
Can our team change things afterwards?
We walk you through the workflow and agree who can make changes. Access, documentation and any training are set out in the handover.
How long will it take?
That depends on the number of systems, the complexity of the process and access to your apps. We give you a realistic plan once the first workflow is mapped.
DARTFORD, KENT · WORKING ACROSS THE UK
What keeps landing
back on your list?
Tell us about one repetitive job. We’ll help you find a useful place to start.
Let’s untangle your admin