AUTOMATIONS / 008 BUSINESS SYSTEMS, BUILT TO FIT

LESS BUSYWORK.
MORE BUSINESS.

Bring customer enquiries, missed calls, quoting, follow-ups and operations into a clearer workflow. Start with one automation or explore a connected CRM system for your team.

Consultation and custom implementation currently available. Individual automations require provider setup, testing and acceptance before activation.

YOUR FIRST AUTOMATION / START HERE

What's slowing your business down?

Pick the one problem you want to solve first. We'll show you a relevant workflow—no questionnaire, signup or tracking required.

Need something else? Browse all eight services, or send us a project enquiry.

01 / CHOOSE YOUR WORKFLOW

Eight practical automation services.

Start with the bottleneck that costs your business the most time. Every implementation is tailored to your existing tools and customer permission requirements.

01 / Trades & home services

Missed Call Text-Back

Follow up on missed calls with a configured message, capture enquiries and route callbacks.

  • Missed-call lead capture
  • Approved response workflow
  • Callback tasks
Setup from$299
Monthly from$99
Discuss this service

02 / Local service businesses

Google Review Requests

Request honest feedback from genuine customers after a completed service, without review gating.

  • Service completion triggers
  • Neutral review request templates
  • Request tracking
Setup from$249
Monthly from$79
Discuss this service

03 / Law, real estate & agencies

AI Lead Follow-Up

Organize incoming leads and follow-ups with clear routing, human approvals and CRM handoffs.

  • Lead routing & history
  • Follow-up sequence design
  • Booking handoff
Setup from$499
Monthly from$199
Discuss this service

04 / Gyms, wellness & salons

Customer Re-Engagement

Plan opt-in campaigns for past customers based on relevant activity and contact preferences.

  • Inactive customer segmentation
  • Approval-based campaign workflows
  • Responses & bookings review
Setup from$399
Monthly from$149
Discuss this service

05 / Roofers, painters & contractors

Estimate Follow-Up

Track pending estimates and prepare timely follow-ups without letting an open quote go cold.

  • Quote tracking
  • 2 / 5 / 10 day reminders
  • Reply & close status checks
Setup from$349
Monthly from$149
Discuss this service

06 / Clinics & appointment businesses

AI Voice Receptionist

Scope a voice assistant for routine calls, appointment requests and fallback to staff.

  • Call flow & FAQ design
  • Human escalation paths
  • Appointment request workflows
Setup from$999
Monthly from$399
Discuss this service

07 / Agencies & operations teams

Full Business Backend / CRM

Join customer records, assignments, schedules, invoicing workflows and reporting in one tailored system.

  • CRM & agent roles
  • Scheduling & invoicing
  • Task and reporting workflows
Setup from$2,499
Monthly from$499
Discuss this service

08 / Sales & support teams

Unified Communication Inbox

Design a single inbox for approved messaging channels with team assignments and contact history.

  • Supported channel connections
  • Saved replies & notes
  • Team assignments
Setup from$599
Monthly from$149
Discuss this service

02 / MANAGED PACKAGES

One service or one connected system.

A simple starting point for the level of automation your business needs. These are managed automation packages, separate from our website, web app and website-care pricing.

For independent businesses

Starter Automation

$199/month from

Plus setup from $499 CAD

  • Missed-call follow-up
  • Basic lead capture
  • Neutral review requests
  • Monthly activity report
Request a tailored quote

For connected operations

Business Automation OS

$999/month from

Plus setup from $2,999 CAD

  • Custom CRM and role controls
  • Unified inbox and team assignments
  • Scheduling and invoicing workflows
  • Custom reporting; optional voice AI
Request a tailored quote

Starting prices in CAD before tax. Final scope and provider integrations are confirmed in writing. SMS, voice minutes, AI usage, hosting, WhatsApp/Meta and other third-party fees are additional unless expressly included. No guaranteed revenue, reviews, bookings or response times.

03 / IMPLEMENTATION

From workflow audit to tested deployment.

01

Map the bottleneck.

Review your calls, leads, quotes, CRM and team handoffs. Define a measurable goal and scope.

02

Connect responsibly.

Verify approved channels, consent, access controls, provider costs and human escalation.

03

Test before activation.

Validate end-to-end workflows with authorised test accounts, reporting and rollback.

COMMON QUESTIONS

Before you automate.

Do I need a new website or CRM?

Not necessarily. We will assess whether your existing software supports the required integration before proposing a build.

Are SMS, WhatsApp, phone calls and AI usage included?

Not by default. Provider usage, platform charges, hosting, taxes and business verification are scoped separately unless your proposal expressly includes them.

Does review automation guarantee five-star reviews?

No. We only support neutral requests for genuine customer feedback. We never guarantee ratings, filter customers by sentiment or incentivize reviews.

Can we start with one workflow and upgrade?

Yes. Start with a single service and expand after it has been tested. Additional features and providers need written scope approval.

Will AI handle sensitive legal or healthcare decisions?

No autonomous professional decisions are included. Sensitive workflows require appropriate professional review, limited data access and human escalation.

READY TO DIG DEEPER?

Tell us what's slowing you down.

We'll recommend the smallest useful automation—not an oversized system you don't need.

Start a discovery enquiry