Invoice and Payment Setup on New Client Creation
When a new client is created in your CRM, this automation builds their billing profile, generates the first invoice, sets up recurring payments, and sends a secure link to collect their payment method. No manual data entry between systems, no forgotten first invoices.
Automated CRM Contact Deduplication
Automatically detect and merge duplicate contacts across your CRM so your sales team stops calling the same prospect twice and your pipeline numbers actually mean something.
Proposal Tool to CRM Deal Value Sync
Automatically sync proposal amounts, line items, and status changes from your proposal tool into your CRM. Every deal value reflects the actual proposal, not a guess from weeks ago.
Job Estimate Follow Up Agent (Trades/Construction)
An automated agent follows up on every estimate you send, personalising each message based on the job type, quote amount, and season. Your team stays on the tools while AI turns forgotten quotes into booked jobs.
Progress Claim Generation from Milestone Completion
When a milestone is marked complete in your project management tool, your progress claim is calculated, generated as a PDF, and sent for approval automatically. No spreadsheets, no manual retention maths, no delayed submissions costing you weeks of cash flow.
New Booking to CRM + Calendar Sync
When a client books an appointment, their details are automatically added to your CRM, the event lands on the right team calendar, and a personalised confirmation email goes out. No copying, no pasting, no missed leads.
Client Onboarding Orchestrator
When a deal closes, this automation creates the project, sends the welcome email, builds the shared folder, books the kickoff call, and sets up billing. Every step adapts to the service package purchased, and your team never touches a spreadsheet.
Missed Call Text Back
When a business call goes unanswered, an automated SMS reaches the caller within seconds with a booking link and a friendly message. The missed call is logged in your CRM with a follow up task, so no lead slips through the cracks.
CRM to Proposal Generator
When a deal hits the proposal stage in your CRM, this automation pulls the client name, scope, pricing, and line items, then merges everything into a branded template. The finished PDF lands back on the deal record and in the prospect's inbox without anyone touching a document.
Job Site Visit Scheduling for Trades
When a new estimate request comes in, this automation geocodes the address, finds days your team is already working nearby, and offers the client time slots that keep your crew in a tight geographic cluster. Less driving, more billable hours.
RFI (Request for Information) Routing and Escalation
When a new RFI lands in Procore or Autodesk Build, automation routes it to the right consultant based on discipline and escalates unanswered requests before they stall your programme.
Contractor Pay Run Automation
Automatically pull approved contractor hours, generate bills in your accounting system, execute batch payments across currencies, and send confirmations. One click replaces a full day of manual processing.
Stale Lead Reengagement Drip
A scheduled automation scans your CRM for leads that have gone quiet, sends a personalised three email sequence referencing their original enquiry, and stops the moment they reply. Dead leads come back to life without your sales team lifting a finger.
Council / Permit Application Status Tracker
Automatically monitors local council planning portals for permit status changes and alerts your project manager the moment something moves, so permit delays never go unnoticed for weeks.
Quote Follow Up Sequence
Automatically sends timed check ins after every quote you send, nudging prospects at day two, day five, and day ten. Stops the moment they accept, so you never chase a closed deal.
Automated Document Collection Portal
Automatically send clients a personalised portal requesting the exact documents you need, chase them with timed reminders, and update your CRM the moment everything lands. No emails. No phone calls. No spreadsheets tracking who sent what.
Construction Job Costing Summary
Automatically pull labour hours, material costs, and subcontractor invoices across every active job, then deliver a weekly summary with variance alerts so you know which projects are bleeding money before it's too late.
Subcontractor Work Order and Purchase Order Dispatch
When a new work order is created, this automation generates a formal purchase order, sends it to the subcontractor for digital signature, files the signed document to the project record, and notifies the site manager. No paperwork chase, no unsigned POs floating around.
Accounting Payment Status Back Sync to CRM
Automatically push invoice payment statuses from your accounting software back into your CRM, so sales and account managers always know who has paid and who hasn't before every client conversation.
Project Milestone Client Update
When a project milestone is completed in your PM tool, an automated workflow sends your client a clear, personalised update with what just finished and what comes next. No more writing individual emails. No more fielding calls from clients who just want to know where things stand.
Two Way Contact Sync Between CRM and Email Marketing
Automatically keep contacts, tags, and unsubscribe status synchronised between your CRM and email marketing platform. Changes in one system appear in the other within minutes, not days.
Round Robin Lead Routing by Territory or Specialty
Automatically distribute incoming leads to the right sales rep based on territory, specialty, or capacity. No manager bottleneck, no cherry picking, no leads sitting in a queue wondering who owns them.
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