Process Automation & CRM Solutions

Configure automated data pipelines, custom webhooks integrations, and specialized sales tracking tools.

Lead Capture Pipelines

Form captures and estimator logs routing automatically to your operations CRM.

  • Instant webhook responses
  • Auto-assigned sales tasks
  • Initial brief summary generated
  • Spam filter protections

WhatsApp Business API

Engage customers directly on their mobile device via official messaging channels.

  • Template messages approvals
  • Dynamic invoice codes delivery
  • Automated status alerts triggers
  • Keyword response routing

Transactional Email APIs

High-delivery transactional alerts powered by Resend and AWS SES.

  • SPF, DKIM, DMARC dns setup
  • Styled HTML email templates
  • Open & click metrics tracking
  • API webhook failback support

Custom CRM Retailing

Custom workflows built specifically around your team operations and data fields.

  • Interactive Kanban CRM boards
  • Lead-activity timeline logs
  • Custom status pipelines
  • GDPR/HIPAA compliance scopes

Ready to Estimate your Process Automation & CRM Solutions Project?

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