Automation & Custom CRM

Systems that match your workflow

Systems that match your workflow

Not the other way around. We map how your team actually works, then automate the repetitive parts — no forced migration to software they’ll hate.

5–15 hrs saved/week

Connects your existing apps

1-week delivery on Single Flow

What’s Included

Everything you need to run without the busywork

Reclaim 5–15 staff hours per week and eliminate the errors that cost you jobs.

CRM built around you

Mirrors your existing workflow instead of forcing a new one.

Pipeline automations

Follow-up and quote automations that run themselves.

AI-assisted steps

Drafting, triage, and data entry handled automatically.

Owner dashboards

Full visibility into the pipeline, without the spreadsheet.

Pricing

Choose the tier that fits

All packages priced starting at — final pricing confirmed after your audit or discovery call.

Best for one painful process

Single Flow

from $1,000

One-time project

One workflow automated end-to-end

Connect up to 3 of your existing apps

Data sync or lead routing

Documentation + handoff, 1-week delivery

+ Managed from $200/mo

Best for one painful process

Single Flow

from $1,000

One-time project

One workflow automated end-to-end

Connect up to 3 of your existing apps

Data sync or lead routing

Documentation + handoff, 1-week delivery

+ Managed from $200/mo

Best for teams outgrowing spreadsheets

Custom CRM

from $3,500

One-time project

CRM built to mirror your existing workflow

Data migration from spreadsheets or legacy tools

Pipeline, follow-up & quote automations

Dashboards for owner visibility

Team training included

+ Managed from $350/mo

Best for teams outgrowing spreadsheets

Custom CRM

from $3,500

One-time project

CRM built to mirror your existing workflow

Data migration from spreadsheets or legacy tools

Pipeline, follow-up & quote automations

Dashboards for owner visibility

Team training included

+ Managed from $350/mo

Best for end-to-end back office

Ops Transformation

from $6,000

One-time project

Everything in Custom CRM, plus:

Unlimited core workflows automated

AI-assisted steps (drafting, triage, data entry)

Full process audit & documentation

Ongoing optimization + priority support

+ Managed from $600/mo

Best for end-to-end back office

Ops Transformation

from $6,000

One-time project

Everything in Custom CRM, plus:

Unlimited core workflows automated

AI-assisted steps (drafting, triage, data entry)

Full process audit & documentation

Ongoing optimization + priority support

+ Managed from $600/mo

The Numbers

What manual work is actually costing you

We map how your team actually works, then automate the repetitive parts — no forced migration to software they’ll hate.

5–15 hrs

5–15 hrs

5–15 hrs

Reclaimed per week once workflows are automated

3 apps

3 apps

3 apps

Connected end-to-end on a Single Flow

1 wk

1 wk

1 wk

Delivery on a Single Flow automation

Questions, answered

Do I have to migrate off my current tools?

Do I have to migrate off my current tools?

Not necessarily. We build around how your team already works, and can connect to your existing apps rather than forcing a wholesale switch.

What if my workflow changes later?

What if my workflow changes later?

Automations and CRM structure can be updated as your process evolves — that’s part of what the managed plans cover.

How many apps can you connect?

How many apps can you connect?

Single Flow connects up to 3 of your existing apps. Custom CRM and Ops Transformation scale further depending on your stack.

Ready to find out what you’re leaving on the table?

Book your ROI & Automation Audit. You’ll get a written action plan with projected payback for every fix — and the $500 fee is credited in full toward any project you book.

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Revenue systems for growing businesses — websites, AI customer contact, and automation, every engagement scoped against a number.

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