Zoho
Workflow rules, blueprints, Flow, Deluge functions, client scripts and API calls.
Stop copying data and chasing people by hand
Lead handover, follow-up reminders, approvals and status updates are the first jobs we automate. Your team keeps the judgement calls. The system takes the repetitive parts.
Is this for you?
- Leads wait too long before someone picks them up
- Follow-ups are missed when the team is busy
- Approvals travel through chat and email
- Managers ask for status updates that the system could show
What you get
- A list of what to automate first, ranked by hours saved
- Automation built and tested with real scenarios
- A simple diagram of every flow, so nothing is a mystery later
What we do
Where we can help
Lead capture and assignment
New leads are checked, scored and given to the right owner.
Follow-up tasks
Reminders and next steps are created without anyone remembering to do it.
Approval flows
Discounts, quotes and requests move to the right approver.
Stage and status updates
Records update themselves when something happens.
Notifications
The right person is told at the right time, and only then.
Scheduled jobs
Clean-ups, reminders and reports that run on a timetable.
Questions
Good questions on this topic
Which tasks should we automate first?
Start with work that is done the same way every time, takes many hours, and causes problems when it is forgotten. Lead handover and follow-ups are common examples.
Will automation replace my team?
No. It removes repetitive typing and chasing so people can spend their time on customers.
How much time could we save?
Try the calculator on this site for a first estimate. We refine it with your real numbers in the review.
Related
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CRM integration
Connect your CRM to forms, telephony, accounting, ERP and the rest of your tools.
Learn more →Reporting and dashboards
Reports and dashboards your managers can read without asking for an export.
Learn more →CRM consulting and implementation
Choose the right platform and have it designed, built and tested around your process.
Learn more →The right tool for the job
Automation across Zoho, Salesforce and HubSpot
Salesforce
Flow Builder, approval processes, scheduled flows, and Apex where clicks are not enough.
HubSpot
Workflows, sequences, lead scoring and API-based syncs with your other tools.
Let's make your CRM work better
Tell us where your current processes are slowing you down. We will discuss your requirements and identify practical improvements for your business. The first call is free, and you speak directly with the person who builds it.