Custom Workflow Automation Services
We don't sell pre-built software. We analyze your workflows, identify inefficiencies, and build automation systems tailored specifically to your business needs.
Our Core Services
9 proven automation solutions that deliver measurable ROI in weeks, not months
Showing 9 services
Workflow Analysis & Discovery
Every engagement starts with understanding exactly how your business operates today. We sit down with your team, map current processes, identify bottlenecks, and quantify time lost to manual tasks.
What's Included:
- ✓60-90 minute stakeholder interview session
- ✓Current workflow documentation and mapping
- ✓Bottleneck identification with time impact analysis
Setup
Included free with any project
Monthly
$0
Time Savings:
Identifies 40+ hours of potential savings
Payback:
Immediate value
📊Quick ROI Calculator
Monthly Savings
$2165
Annual Savings
$25980
Payback Period
1.2 months
Custom CRM Development
✓ Proven Success
Generic CRMs force your team to adapt to their workflows. We build CRM systems that match your industry's terminology, your team's processes, and your clients' expectations.
What's Included:
- ✓Custom database schemas for your exact data model
- ✓Role-based access control for team hierarchies
- ✓Mobile-responsive interfaces for field work
Setup
Starting at $2,500
Monthly
$300-700/month hosting & support
Time Savings:
40+ hours saved monthly
Payback:
1-2 months
Success Story
Dynasty Digitals Insurance
40+ hours monthly eliminated from commission calculations, zero disputes since launch
📊Quick ROI Calculator
Monthly Savings
$2165
Annual Savings
$25980
Payback Period
0.7 months
Email Automation & Personalization
✓ Proven Success
Stop spending hours on repetitive emails. Our smart template systems, abbreviation expansion, and trigger-based automation let you send thousands of personalized emails in minutes.
What's Included:
- ✓Template libraries with dynamic personalization
- ✓Smart abbreviation systems (type "vff" → "Venice Film Festival September 2025")
- ✓Trigger-based campaign automation (new client, renewal, follow-up)
Setup
Starting at $1,500
Monthly
$300/month
Time Savings:
8 hours saved daily
Payback:
0.1 months (3 days)
Success Story
Costa Styling Inc.
8 hours daily → 30 minutes, 10,000-14,000 monthly emails fully personalized
📊Quick ROI Calculator
Monthly Savings
$2165
Annual Savings
$25980
Payback Period
1.2 months
Commission & Payment Automation
✓ Proven Success
Multi-level commission splits shouldn't take days. Our automated calculators provide real-time tracking, eliminate disputes, and ensure your sales team gets paid accurately and on time.
What's Included:
- ✓Multi-level split calculations (uplines, downlines, overrides)
- ✓Real-time tracking dashboards for transparency
- ✓Automated reporting and tax documentation
Setup
Starting at $2,500
Monthly
$500/month
Time Savings:
40+ hours monthly
Payback:
1.25 months
Success Story
Dynasty Digitals
40+ hours monthly → automated, zero commission disputes since launch
📊Quick ROI Calculator
Monthly Savings
$2165
Annual Savings
$25980
Payback Period
0.7 months
Lead Management & Distribution
Stop manually routing leads. Our intelligent scoring and automated distribution systems ensure every lead reaches the right person at the right time—maximizing conversion rates.
What's Included:
- ✓Intelligent scoring algorithms (behavior, demographics, intent)
- ✓Automated routing (performance, geography, specialty)
- ✓Nurture sequence automation (drip campaigns, follow-ups)
Setup
Starting at $1,500
Monthly
$400/month
Time Savings:
30% increase in lead conversion
Payback:
1-2 months
📊Quick ROI Calculator
Monthly Savings
$2165
Annual Savings
$25980
Payback Period
0.9 months
Client Portals & Self-Service
Give clients 24/7 access to their information. Self-service portals reduce support burden, improve client satisfaction, and present a professional image.
What's Included:
- ✓Branded client-facing interfaces
- ✓Real-time status tracking and updates
- ✓Document sharing and e-signatures
Setup
Starting at $2,000
Monthly
$400/month
Time Savings:
90% reduction in status update emails
Payback:
1-2 months
📊Quick ROI Calculator
Monthly Savings
$2165
Annual Savings
$25980
Payback Period
1.4 months
Template Builders & Design Tools
✓ Proven Success
Turn 2-3 hour custom requests into 5-10 minute self-service. Drag-and-drop builders with real-time previews let clients customize while you maintain quality and consistency.
What's Included:
- ✓Drag-and-drop customization interfaces
- ✓Real-time preview rendering (what you see is what you get)
- ✓Template library management and versioning
Setup
Starting at $3,000
Monthly
$500/month
Time Savings:
95% faster design time (2-3 hours → 5-10 minutes)
Payback:
0.8 months (24 days)
Success Story
MCE Signs
2-3 hours → 5-10 minutes per design, handling 3x volume during peak season
📊Quick ROI Calculator
Monthly Savings
$2165
Annual Savings
$25980
Payback Period
0.5 months
System Integration & API Bridges
Don't abandon the tools you already use. We build integration bridges that create a single source of truth across all your platforms—eliminating manual data entry.
What's Included:
- ✓Google Workspace (Gmail, Calendar, Drive, Meet, Chat)
- ✓Payment processors (Stripe, Stripe Connect, PayPal)
- ✓Communication tools (Twilio SMS, Resend, SendGrid)
Setup
$1,000 per integration
Monthly
$200/month maintenance
Time Savings:
Eliminate manual data entry between systems
Payback:
1-2 months per integration
📊Quick ROI Calculator
Monthly Savings
$2165
Annual Savings
$25980
Payback Period
0.7 months
Reporting & Analytics Dashboards
Stop wondering how your business is performing. Real-time dashboards and automated reports give you the insights you need to make informed decisions.
What's Included:
- ✓Real-time metrics visualization (revenue, conversion, efficiency)
- ✓Automated weekly/monthly digest emails
- ✓Executive summary generation
Setup
Starting at $1,500
Monthly
$300/month
Time Savings:
Automated reporting saves 10+ hours monthly
Payback:
1 month
How We Work: 6-Day Rapid Deployment
From discovery to production in under a week
Day 1-2
Discovery & Foundation
- •Workflow analysis meeting
- •Identify automation opportunities
- •Design database schema
- •Set up infrastructure
Day 2-4
Core Development
- •Build automation features
- •Implement business logic
- •Create UI components
- •Integrate third-party APIs
Day 4-5
Integration & Testing
- •End-to-end testing
- •Client feedback session
- •Bug fixes and refinements
- •Performance optimization
Day 5
Demo & Training
- •Live feature walkthrough
- •Hands-on team training
- •Gather final feedback
- •Plan ongoing support
Day 6
Production Deploy
- •Deploy to production
- •Configure monitoring
- •Final client acceptance
- •Establish support channels
Ongoing
Support & Growth
- •24/7 monitoring
- •Monthly enhancements
- •Performance reports
- •Strategy consultations
Our Technology Stack
Modern, proven technologies that balance rapid development with long-term reliability
Frontend
- • React 18 & Next.js 14
- • TypeScript for type safety
- • Tailwind CSS responsive design
- • Modern component architecture
Backend
- • Node.js & Python (FastAPI)
- • Prisma ORM type-safe database
- • PostgreSQL & Supabase
- • RESTful API design
Infrastructure
- • Vercel edge functions
- • Docker containerization
- • Grafana + Prometheus monitoring
- • Automated CI/CD pipelines
Why This Matters: Fast development = 6-day deployment timelines. Modern stack = easy to maintain and scale. Open source = no vendor lock-in.
Which Service Does Your Business Need?
Not sure where to start? Schedule a free workflow analysis and we'll identify the highest-impact automation opportunities for your specific business.