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.
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.
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.
Content Repurposing Agent
When you publish a blog post, this automation reads the full article and generates platform specific drafts for LinkedIn, Twitter, email, and more. Every output matches your brand voice. Drafts land in a review board for approval before anything goes live.
Square/Shopify POS Sale to Invoice and Receipt
Every point of sale transaction automatically creates a matching invoice or receipt in your accounting system, so your books stay accurate without anyone touching a spreadsheet.
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.
Rental Application Screening Pipeline
Automatically run credit checks, verify references, score applicants against your criteria, and deliver approval or denial recommendations to your property manager. What used to take days now takes hours, even during peak leasing season.
realestate.com.au/Domain Lead to CRM Instant Routing
Automatically capture leads from realestate.com.au, Domain, and other portals, route them into your CRM with source tags, and fire off a personalised response in under 60 seconds. No manual copying, no delayed replies, no lost commissions.
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.
Tiered SMS + Email Reminder Sequence
An automated sequence sends an email 48 hours before each appointment, an SMS 24 hours before, and a final SMS 2 hours before. Each message includes a one tap confirm or cancel link that updates your booking status in real time.
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.
Birthday / Anniversary Outreach
A daily automated workflow checks your CRM for upcoming birthdays and client anniversaries, then sends personalised messages by email or SMS. High value clients get flagged for a personal call, so every relationship gets the right touch at the right time.
Google Sheet to CRM Bulk Import Pipeline
Automatically validate, deduplicate, enrich, and import bulk contact lists from Google Sheets into your CRM. Every lead gets tagged, assigned to the right rep, and ready for outreach within minutes of landing in the spreadsheet.
Commission Tracking and Split Calculation
When a deal closes, this automation calculates gross commission, applies brokerage splits based on agent tier and cap status, deducts fees, logs the net payout in your accounting system, and generates the compliance documents your brokerage needs before funds are released.
Property Inspection Photo Documentation Workflow
When an inspector uploads photos during a move in, move out, or periodic walkthrough, this workflow timestamps every image, compiles a branded report with room by room comparisons, calculates security deposit deductions, and delivers the finished document to the property manager and tenant in minutes.
Lead Qualification & Scoring Agent
An AI agent that enriches, scores, and routes every inbound lead in under a minute. High intent prospects get a discovery call booked automatically. Everyone else enters a nurture sequence. Your sales team only talks to people worth talking to.
Two Way Confirmation with Auto Rescheduling
Clients confirm, reschedule, or cancel their appointments by replying to a single text message. The automation handles each response instantly, cutting inbound calls and filling gaps before they cost you revenue.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
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