Transform Your Business with Smart Automation
Transform Your Business with Smart Automation
Discover how savvy businesses are saving hours every day by
automating repetitive tasks and connecting their systems
32%
Average cost savings
32%
Average cost savings
32%
Average cost savings
95%
See increased productivity
95%
See increased productivity
95%
See increased productivity
20 Hrs
Manual work saved weekly
20 Hrs
Manual work saved weekly
20 Hrs
Manual work saved weekly
43%
Report greater speed
43%
Report greater speed
43%
Report greater speed
Sources: Deloitte Automation Survey 2024, DataDrivenInvestor 2025, Regina Corso Consulting, Business Dasher 2024
Sources: Deloitte Automation Survey 2024, DataDrivenInvestor 2025, Regina Corso Consulting, Business Dasher 2024
Sales & Lead Management
Sales & Lead Management
Stop losing leads in your inbox and eliminate manual data entry. Automation ensures every prospect gets the attention they deserve.
Stop losing leads in your inbox and eliminate manual data entry. Automation ensures every prospect gets the attention they deserve.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Lead Qualification & Routing
Automatically score and route new leads to the right sales person based on company size, industry, or location.
Example: When a demo request comes in, the system checks company size on LinkedIn, assigns a lead score, and routes high-value prospects to senior sales reps while sending smaller leads to junior team members.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Lead Qualification & Routing
Automatically score and route new leads to the right sales person based on company size, industry, or location.
Example: When a demo request comes in, the system checks company size on LinkedIn, assigns a lead score, and routes high-value prospects to senior sales reps while sending smaller leads to junior team members.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Follow-up Sequences
Never let a prospect slip through the cracks with intelligent, personalised follow-up campaigns.
Example: After a sales call, the system automatically schedules follow-ups based on the call outcome, sends personalised proposals, and reminds prospects about upcoming deadlines.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Follow-up Sequences
Never let a prospect slip through the cracks with intelligent, personalised follow-up campaigns.
Example: After a sales call, the system automatically schedules follow-ups based on the call outcome, sends personalised proposals, and reminds prospects about upcoming deadlines.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Sales Reporting & Forecasting
Get real-time insights into your sales pipeline without manual spreadsheet updates.
Example: Every Monday morning, your sales dashboard updates automatically with pipeline changes, win rates, and revenue forecasts, then sends a summary to your leadership team.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Sales Reporting & Forecasting
Get real-time insights into your sales pipeline without manual spreadsheet updates.
Example: Every Monday morning, your sales dashboard updates automatically with pipeline changes, win rates, and revenue forecasts, then sends a summary to your leadership team.
Works with these apps and many more:
Sales & Lead Management
Stop losing leads in your inbox and eliminate manual data entry. Automation ensures every prospect gets the attention they deserve.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Lead Qualification & Routing
Automatically score and route new leads to the right sales person based on company size, industry, or location.
Example: When a demo request comes in, the system checks company size on LinkedIn, assigns a lead score, and routes high-value prospects to senior sales reps while sending smaller leads to junior team members.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Follow-up Sequences
Never let a prospect slip through the cracks with intelligent, personalised follow-up campaigns.
Example: After a sales call, the system automatically schedules follow-ups based on the call outcome, sends personalised proposals, and reminds prospects about upcoming deadlines.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Sales Reporting & Forecasting
Get real-time insights into your sales pipeline without manual spreadsheet updates.
Example: Every Monday morning, your sales dashboard updates automatically with pipeline changes, win rates, and revenue forecasts, then sends a summary to your leadership team.
Works with these apps and many more:
Marketing & Customer Engagement
Create personalised customer experiences at scale, while freeing-up your marketing team to focus on strategy.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Content Personalisation
Automatically segment customers and deliver personalised content based on their behaviour and preferences.
Example: When a customer browses specific product categories, they automatically receive tailored email campaigns with relevant case studies and special offers for those products.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Social Media Management
Schedule, post, and respond to social media engagement across all platforms from one central system.
Example: Blog posts automatically generate social media content for Twitter, LinkedIn, and Facebook, with optimal posting times and platform-specific formatting.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Customer Journey Automation
Guide customers through personalised journeys from first visit to loyal advocate.
Example: New website visitors get a welcome series, trial users receive onboarding emails, and paying customers get exclusive content and upsell opportunities - all triggered automatically.
Works with these apps and many more:
Marketing & Customer Engagement
Create personalised customer experiences at scale, while freeing-up your marketing team to focus on strategy.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Content Personalisation
Automatically segment customers and deliver personalised content based on their behaviour and preferences.
Example: When a customer browses specific product categories, they automatically receive tailored email campaigns with relevant case studies and special offers for those products.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Social Media Management
Schedule, post, and respond to social media engagement across all platforms from one central system.
Example: Blog posts automatically generate social media content for Twitter, LinkedIn, and Facebook, with optimal posting times and platform-specific formatting.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Customer Journey Automation
Guide customers through personalised journeys from first visit to loyal advocate.
Example: New website visitors get a welcome series, trial users receive onboarding emails, and paying customers get exclusive content and upsell opportunities - all triggered automatically.
Works with these apps and many more:
Marketing & Customer Engagement
Create personalised customer experiences at scale, while freeing-up your marketing team to focus on strategy.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Content Personalisation
Automatically segment customers and deliver personalised content based on their behaviour and preferences.
Example: When a customer browses specific product categories, they automatically receive tailored email campaigns with relevant case studies and special offers for those products.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Social Media Management
Schedule, post, and respond to social media engagement across all platforms from one central system.
Example: Blog posts automatically generate social media content for Twitter, LinkedIn, and Facebook, with optimal posting times and platform-specific formatting.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Customer Journey Automation
Guide customers through personalised journeys from first visit to loyal advocate.
Example: New website visitors get a welcome series, trial users receive onboarding emails, and paying customers get exclusive content and upsell opportunities - all triggered automatically.
Works with these apps and many more:
Operations & Admin
Eliminate the boring, repetitive tasks that drain your team's energy and focus on what actually grows your business.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Document Processing
Automatically extract, process, and file documents like invoices, contracts, and receipts.
Example: Invoices received by email are automatically parsed, data is extracted and entered into your accounting system, and approval workflows are triggered based on amount thresholds.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Meeting/Calendar Management
Intelligent scheduling that handles time zones, availability, and follow-up actions automatically.
Example: Meeting requests are automatically checked against team availability, rooms are booked, agenda templates are created, and follow-up tasks are assigned based on meeting outcomes.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Data Quality & Monitoring
Keep your databases clean and catch issues before they become problems.
Example: System monitors customer data for duplicates, outdated information, and incomplete records, then automatically flags issues and suggests corrections to your team.
Works with these apps and many more:
Operations & Admin
Eliminate the boring, repetitive tasks that drain your team's energy and focus on what actually grows your business.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Document Processing
Automatically extract, process, and file documents like invoices, contracts, and receipts.
Example: Invoices received by email are automatically parsed, data is extracted and entered into your accounting system, and approval workflows are triggered based on amount thresholds.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Meeting/Calendar Management
Intelligent scheduling that handles time zones, availability, and follow-up actions automatically.
Example: Meeting requests are automatically checked against team availability, rooms are booked, agenda templates are created, and follow-up tasks are assigned based on meeting outcomes.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Data Quality & Monitoring
Keep your databases clean and catch issues before they become problems.
Example: System monitors customer data for duplicates, outdated information, and incomplete records, then automatically flags issues and suggests corrections to your team.
Works with these apps and many more:
Operations & Admin
Eliminate the boring, repetitive tasks that drain your team's energy and focus on what actually grows your business.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Document Processing
Automatically extract, process, and file documents like invoices, contracts, and receipts.
Example: Invoices received by email are automatically parsed, data is extracted and entered into your accounting system, and approval workflows are triggered based on amount thresholds.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Meeting/Calendar Management
Intelligent scheduling that handles time zones, availability, and follow-up actions automatically.
Example: Meeting requests are automatically checked against team availability, rooms are booked, agenda templates are created, and follow-up tasks are assigned based on meeting outcomes.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Data Quality & Monitoring
Keep your databases clean and catch issues before they become problems.
Example: System monitors customer data for duplicates, outdated information, and incomplete records, then automatically flags issues and suggests corrections to your team.
Works with these apps and many more:
Customer Support & Success
Deliver exceptional customer experiences 24/7 while reducing support costs and response times.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Intelligent Ticket Routing
Automatically categorise and route support tickets to the right team member based on content and urgency.
Example: Support emails are analysed for sentiment and complexity, billing issues go to finance, technical problems route to developers, and urgent issues immediately notify managers.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Proactive Customer Success
Identify at-risk customers and automatically trigger retention campaigns or success interventions.
Example: When usage drops below normal levels, the system automatically flags the account, sends helpful resources, and schedules a check-in call with the customer success team.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Knowledge Base Updates
Keep your help documentation current by automatically updating it based on common support questions.
Example: When the same question comes up frequently in support tickets, the system suggests new help articles and automatically updates existing ones with fresh information.
Works with these apps and many more:
Customer Support & Success
Deliver exceptional customer experiences 24/7 while reducing support costs and response times.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Intelligent Ticket Routing
Automatically categorise and route support tickets to the right team member based on content and urgency.
Example: Support emails are analysed for sentiment and complexity, billing issues go to finance, technical problems route to developers, and urgent issues immediately notify managers.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Proactive Customer Success
Identify at-risk customers and automatically trigger retention campaigns or success interventions.
Example: When usage drops below normal levels, the system automatically flags the account, sends helpful resources, and schedules a check-in call with the customer success team.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Knowledge Base Updates
Keep your help documentation current by automatically updating it based on common support questions.
Example: When the same question comes up frequently in support tickets, the system suggests new help articles and automatically updates existing ones with fresh information.
Works with these apps and many more:
Customer Support & Success
Deliver exceptional customer experiences 24/7 while reducing support costs and response times.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Intelligent Ticket Routing
Automatically categorise and route support tickets to the right team member based on content and urgency.
Example: Support emails are analysed for sentiment and complexity, billing issues go to finance, technical problems route to developers, and urgent issues immediately notify managers.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Proactive Customer Success
Identify at-risk customers and automatically trigger retention campaigns or success interventions.
Example: When usage drops below normal levels, the system automatically flags the account, sends helpful resources, and schedules a check-in call with the customer success team.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Knowledge Base Updates
Keep your help documentation current by automatically updating it based on common support questions.
Example: When the same question comes up frequently in support tickets, the system suggests new help articles and automatically updates existing ones with fresh information.
Works with these apps and many more:
Finance & Reporting
Automate financial processes and get real-time insights without the manual number crunching.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Invoice & Payment Processing
Streamline your entire billing process, from invoice generation to payment reconciliation.
Example: Monthly subscriptions automatically generate invoices, send them to customers, process payments, update accounting records and send receipts - all without human intervention.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Financial Reporting & Analytics
Get automated financial reports and dashboards that update in real-time.
Example: Monthly P&L statements, cash flow reports, and budget vs. actual comparisons are automatically generated and sent to stakeholders on the first of every month.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Expense Monitoring & Alerts
Stay on top of company spending with automated expense tracking and budget alerts.
Example: When expenses in any category exceed 80% of budget, managers receive alerts with spending breakdowns and recommendations for cost control.
Works with these apps and many more:
Finance & Reporting
Automate financial processes and get real-time insights without the manual number crunching.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Invoice & Payment Processing
Streamline your entire billing process, from invoice generation to payment reconciliation.
Example: Monthly subscriptions automatically generate invoices, send them to customers, process payments, update accounting records and send receipts - all without human intervention.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Financial Reporting & Analytics
Get automated financial reports and dashboards that update in real-time.
Example: Monthly P&L statements, cash flow reports, and budget vs. actual comparisons are automatically generated and sent to stakeholders on the first of every month.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Expense Monitoring & Alerts
Stay on top of company spending with automated expense tracking and budget alerts.
Example: When expenses in any category exceed 80% of budget, managers receive alerts with spending breakdowns and recommendations for cost control.
Works with these apps and many more:
Finance & Reporting
Automate financial processes and get real-time insights without the manual number crunching.
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Invoice & Payment Processing
Streamline your entire billing process, from invoice generation to payment reconciliation.
Example: Monthly subscriptions automatically generate invoices, send them to customers, process payments, update accounting records and send receipts - all without human intervention.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Financial Reporting & Analytics
Get automated financial reports and dashboards that update in real-time.
Example: Monthly P&L statements, cash flow reports, and budget vs. actual comparisons are automatically generated and sent to stakeholders on the first of every month.
Works with these apps and many more:
Works with these apps and many more:
Lead Sources: HubSpot, Typeform, Calendly, Website contact corms
Data Enrichment: Clearbit, Apollo, LinkedIn Sales Navigator
CRM: HubSpot, Pipedrive, Salesforce, Airtable
Communication: Slack, Microsoft Teams, Gmail, Outlook
Expense Monitoring & Alerts
Stay on top of company spending with automated expense tracking and budget alerts.
Example: When expenses in any category exceed 80% of budget, managers receive alerts with spending breakdowns and recommendations for cost control.
Works with these apps and many more:
Ready to Transform Your Business?
Ready to Transform Your Business?
Ready to Transform Your Business?
These are just a few examples of what's possible. Every business is unique, and we'll help you identify the automation opportunities that will have the biggest impact on your operations.
Start your automation journey