Workflow automation
The joins between your tools, made automatic. Enquiry to CRM to quote to invoice to follow-up, without anyone re-typing a thing.
- CRM sync
- Quote & invoice flow
- Lead routing
- Scheduled reports
I’m Naveen, an engineer based in Aberdeen. I build systems that take the admin off small teams. Enquiries sitting unseen until morning, the same data typed into three places, the follow-up nobody got round to. Then I show you the hours back, in numbers you can check.
Manual work rarely fails loudly. It just quietly takes an afternoon a week, every week, until it’s normal. These are the three shapes it usually takes.
An enquiry arrives by email, gets re-typed into a spreadsheet, then again into the quote, then again into the invoice. Four copies of one fact.
Every question routes through one person, because only they know where the file is. When they're on holiday, the week slows down.
Leads, invoices, renewals. Everyone knows they should be chased. Chasing is the first thing to fall off a busy day.
The joins between your tools, made automatic. Enquiry to CRM to quote to invoice to follow-up, without anyone re-typing a thing.
An assistant trained on your own documents, contracts and procedures. Staff ask in plain English; it answers with a citation to the source page.
Chat and voice that answer the common questions, qualify who's worth your time, and book the ones that are straight into your calendar.
The thing your team currently does in a shared spreadsheet, built properly. One screen, one job, no training day required.
Move the sliders to your own situation. No email required, nothing sent anywhere. It’s working out in your browser.
Two sessions and a look at how the work actually flows. You get a written map of where the hours go and what's worth fixing. Fixed fee, credited in full against the build.
What gets built, in what order, with the expected hours back on each item. You can stop here and hand it to anyone. It's yours.
Delivered in working pieces, not one big reveal. You see something running inside the first fortnight and every fortnight after.
Hosted, monitored and maintained. When something upstream changes, I fix it before you notice. Monthly, cancel whenever.
I’d rather refund a diagnostic than build something that doesn’t earn its keep. In practice I’ve never seen a business of any size where it wasn’t there, but the risk should sit with me, not you.
A short reply with one honest thought about your situation, usually within a day. No sequence, no calendar spam.