AUTOMATE & INTEGRATE
LET THE MAGIC BEGIN
You’ll have more time for things that matter
Your time should be spent in your zone of genius not pushing administrative processes
AUTOMATION
SAVES TIME AND MONEY
Imagine Your New Client Process:
You close the deal and automation takes care of everything except delivering your zone of genius
- The client gets an email explaining the next steps, an onboarding form, and a link to book a call or service
- The service or call is automatically added to your calendar
- The calendar invite triggers a process where the client is automatically added to the email marketing and CRM
- Once entered into your CRM or email marketing, client is automatically entered into accounting software and an invoice is generated based on form responses
- Once service is rendered, you’ll click a button, and an invoice is sent and payment options are delivered
Where are you during all this? Possibly at the beach, out to dinner, or sleeping.
No puzzle is too complicated
CONNECTING THE PIECES
We make your business tools talk to each other so you’re efficient. When your business process is efficient, you’ll be more profitable.
WEBSITE INTEGRATIONS
To your CRM or other business tool
AUTOMATION
Automated responses and connections that pull your data across your infrastructure. Enter it once and it populates where you want it
THE POSSIBILITIES ARE ENDLESS
Applications or Forms– We can build your custom forms, applications and registrations. Let’s get rid of the pen and paper! This creates a much better experience for your customer or prospect. Responses to those forms can be generated in your CRM or other business software. BAM!
Take Payments– Let your customers easily make a payment on your site. It’s an expectation in our digital world. You’re likely to get paid faster. Automatically post that payment in your accounting software and then generate a thank you email for the client. WOW!
Self Serve– We can help you build functionality into your website that will let customers book their own appointments (and cancel them too), update their information and sign up/pay for events.
