Automations Inside Your Tools
Statuses, reminders, owners and dates that update themselves inside the tools you already use.
Your Tools Connected, So Work Moves On Its Own
We connect your CRM, email, forms, accounts and the other tools you rely on, using their own automations, Zapier or n8n, so work moves on without anyone pushing it.
5.0 From 25 Google Reviews
100+ Systems Built
Overview
The Simplest Tool That Does The Job
We use the automations already built into your tools first, and only bring in Zapier or n8n when they can't do the job.
If a step happens the same way every time, it can usually run on its own. If a step needs judgement, like reading an email and deciding what it is, that is where AI comes in.
What We Build
The Steps Your Team Does By Hand, Done For Them
Email Into Your Systems
Enquiries and orders from your inbox turned into records in your CRM, with nothing retyped.
Forms That Start The Work
A form submission creates the job, sends the next email and books the next step.
Invoicing & Payments
Invoices raised when a job is marked complete, with payments tracked against the work.
Booking & Scheduling
Clients book their own slot, and the booking lands with the right person.
Data That Stays In Sync
The same record kept up to date across your tools, instead of copied between them.
Our Tools
Which Tool For Which Job
Inside One Tool
Built-In Automations
For anything that happens inside a single tool, like your CRM: status changes, reminders, new records, owners and dates.
Between Your Apps
Zapier
For connecting your apps to each other, when the steps are simple and the same every time.
Bigger Workflows
n8n
For workflows with many steps, or where AI reads and writes data along the way.
Client Story
Surveying Practice
Client case studies on how we have helped.
The Challenge
A small RICS surveying practice running every job from a spreadsheet: enquiries, quotes, bookings, surveys, invoices and reports, all by hand, with some surveys outsourced and no way to see what each one made.
What We Built
The whole process automated, from enquiry to review request. A website enquiry triggers the right pricing email for the survey type; the client confirms by form, which creates the job and sends them a link to book the inspection; the survey is scheduled to a surveyor, the invoice raises itself, and once it's paid the report goes out and a review request follows.
The Result
A two-person practice with the admin of a much bigger one taken off their hands. Every job moves through the same steps automatically, and nothing waits on someone remembering to send an email.
Numbers they'd never had: enquiries per month, enquiry-to-job conversion, revenue per month and per enquiry, and the margin on every outsourced survey.
Frequently Asked Questions
Anything else, ask us on the call.
Most of the tools a business already runs on, such as your CRM, email, forms, booking, accounting and file storage. We use each tool's own integrations first, then Zapier or n8n where they can't do the job.
Whichever is simplest for the job. Built-in automations cover most steps inside a single tool. Zapier and n8n handle the jobs that cross between tools.
Usually, yes. If the steps are the same every time, they can normally run on their own. If a step needs judgement, like reading an email and deciding what it is, that is where AI comes in.
We can look after your automations once they're live, so if something changes on either side, it gets fixed rather than quietly stopping.