Intake that writes itself into the CRM
Enquiry forms, booking links and payment triggers create or update the right contact record automatically — no copying names and emails between tools.
CRM automation that actually fits your business
Most small businesses don't need a bigger CRM. They need the one they have to stop relying on manual updates. We connect intake, payment, onboarding and follow-up so your customer record moves through the workflow on its own.
What we automate
We focus on the handoffs that eat up admin time: the moment an enquiry becomes a lead, a lead becomes a client, and a client needs the next thing.
Payment → project handoff
A confirmed payment starts the next step: onboarding tasks, team alerts, calendar invites and follow-up sequences, all from the same record.
One source of truth
Leads, clients, jobs and communications live in one place, so anyone on the team can pick up the thread without asking in the group chat.
Founder-proof handover
We document the workflow, build the automations and train your team before we step back, so the system keeps working without you.
Proven results
Real client work, with the numbers that came out of it.
Holistic Practice Agency
Client intake automation (payment → onboarding → CRM)
- End-to-end intake (payment reconciliation, onboarding invitation, CRM log) reduced from ~10 minutes → ~1 minute (~90% faster).
EU Based Chamber
CRM + payments workflow
- Time to sign one client reduced from 2–3 days → a matter of 2 hours.
- Annual processing per member reduced from 10 min/member → ~22 sec/member (167 members).
- Total admin reduced from ~27.8 hrs/year → 1 hr/year (≈ 96.4% reduction; ~26.8 hrs/year returned).
How we work
- Systems audit — we map your current intake, CRM and follow-up steps and find the manual handoffs.
- Design — we agree what should trigger what, who owns each step and where the record of truth lives.
- Build — we connect the tools, clean the data and build the automations with checkpoints built in.
- Handover — your team gets documented workflows and training so the system keeps running.
Ready to make work feel simpler?
Start with a free systems audit. No pitch, no pressure — just a clear map of where your time is going.