Lead capture & follow-up
Connect enquiries to your CRM, create follow-up tasks and prepare replies for your team to approve.
Example projectAn enquiry form → CRM contact → follow-up reminder.
Implementation services
What we can help you build.
Start with free AI advice. When you want help putting it into practice, request an implementation plan for one of these services.
AI assistants & customer support
Build assistants around your approved knowledge, organise support requests and draft answers with a handoff to a person.
Example projectA support request → suggested answer → human approval.
Documents & data entry
Extract routine fields from invoices, forms and PDFs, flag uncertain information and send reviewed records to your tools.
Example projectAn invoice → checked fields → accounting or spreadsheet entry.
Reports & dashboards
Bring approved data together for recurring reports and dashboards, with consistent definitions and a review step.
Example projectWeekly sales data → summary → management report.
Connected tools & workflows
Connect your CRM, email, spreadsheets and calendars to move information, create tasks and keep handoffs visible.
Example projectAn approved booking → calendar entry → task and reminder.
Team training & ongoing care
Help your team use the workflow, document how it works and define optional monitoring, support and improvements.
Example projectA tested workflow → team walkthrough → agreed support plan.
Free advice first. An agreed project next.
Get your free recommendations, then request an implementation review in the chat. We review feasibility, access and specialist availability, and agree the scope, price, software costs, testing and handover before any paid work.
These are examples of services you can request. Advice is free; implementation and ongoing care are separately scoped and priced.