Process Modernization & Automation
Ditch the Spreadsheets. Embrace the modern workplace with smarter internal systems.
Why Choose Us
Most small businesses still rely on manual spreadsheets, old systems, and repetitive tasks that consume time and slow growth. We’re here to change that.
We streamline your operations with custom workflows that automate repetitive tasks, reduce errors, and save time. Our goal is simple: help you operate like a modern, tech-enabled business, without needing a full IT department or expensive tools.
Internal Tool Modernization
- We migrate you from spreadsheets or legacy systems to intuitive CRMs like HubSpot, Zoho, or Monday Sales CRM
- We replace sticky notes and endless email threads with tools like Monday.com, Notion, or Asana, set up for your internal team structure, workflows, and goals.
- Centralize your internal processes, SOPs, and shared files using platforms like Notion or Google Workspace, making it easier for teams to find and follow the right info.
Workflow & Process Automation
- Automate repetitive internal tasks like approvals, status updates, and handoffs between departments using tools like Zapier or Monday.com automations.
- Turn forms (e.g., from Monday.com or Google Forms) into action, like creating CRM records, generating documents, or triggering approval workflows.
- Create and schedule recurring internal reports from systems like Google Sheets, Airtable, or CRM dashboards — without manual updating.
Marketing Automation
- Set up automations for email campaigns, Welcome Series, follow-ups using tools like HubSpot, Beehiiv, or ConvertKit.
- Build lead generation forms that automatically trigger processes such as welcome emails, and CRM updates when someone signs up
- Automate requests for customer reviews or referrals after a sale or service completion, increasing your online visibility with minimal effort
Small Firms (Agencies, Consultants, Professional Offices)
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Brick and Mortar Chains (Retail, Gyms, Clinics...)
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Nonprofit Organizations
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We Run the Tech, You Run the Business
We believe technology should make your life easier, not more complicated.
With us as your tech partner, your business runs on systems that are modern, automated, and connected, your team can focus on what matters: serving customers, growing revenue, or advancing your mission.
Tools We use
Client Testimonials
Lets Modernize Your Business
You’ve already done the hard work of building your business. Now let’s bring it into the modern age—efficient, connected, and ready for growth.