Our services
Process Automation (ERP/CRM)
Fewer spreadsheets, fewer hand-offs, fewer things that fall through.
We map how work actually moves through your business, then automate the repetitive parts — lead routing, quotations, approvals, inventory and reporting — inside an ERP or CRM your team will actually use.
- Things included
- 5
- Clear stages
- 4
Why teams call us
Sound familiar?
Before
- Leads from the website sit in an inbox for days.
- The same data is typed into three different systems.
- Month-end reporting takes a week of copy and paste.
After
- Enquiries routed to the right person within minutes
- One source of truth for customers, orders and stock
- Reports that build themselves
- Fewer manual errors between teams
What’s included
What you get with Automation
We map how work actually moves through your business, then automate the repetitive parts — lead routing, quotations, approvals, inventory and reporting — inside an ERP or CRM your team will actually use.
- 01
Process mapping
Workshops with each team to document how work really flows — and where it stalls.
- 02
CRM setup
Pipelines, fields and automations configured around your sales process.
- 03
ERP integration
Connecting sales, inventory and accounts so data moves without re-keying.
- 04
Custom workflows
Approvals, notifications and document generation built for your edge cases.
- 05
Training
Hands-on sessions and written guides so the system survives staff changes.
How we work
What happens after you get in touch.
- 01Weeks 1–2
Map
Document current workflows and agree what to automate first.
- 02Weeks 3–6
Configure
Set up and integrate systems in a staging environment.
- 03Weeks 7–8
Pilot
One team runs the new workflow while we fix what breaks.
- 04Week 9 onward
Roll out
Company-wide launch, training and support.
FAQs
Questions, answered.
Usually not. We integrate what works and replace only what is holding the process back.
It depends on team size, budget and what it must connect to. We recommend after mapping the process, not before.
Let’s talk about your project.
Tell us what you need and where you want to get to. We reply within one working day.