Marketing

From lead management to custom communications and CRM to lead management, automation will help your marketing team deliver more value.

Automate Marketing
Fetch new leads
• • •
Add new leads to CRM
• • •
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Respond to new market demands thanks to 2,000+ pre-built apps - and enjoy the flexibility of integrating anything with an API

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Effortless Business Automation: We handle everything while you track progress in your dashboard.

Dashboard

Beautiful analytics to grow smarter

Powerful, self-serve product and growth analytics to help you convert, engage, and retain more users. Trusted by over 4,000 startups.
Trusted by 4,000+ companies
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The dashboard below exemplifies our internally developed tool designed to manage clients' AI-driven cold outreach communications.

By integrating artificial intelligence with human oversight, we've achieved a significant increase in meaningful conversations, effectively tripling the number of leads transitioned to business owners.

Example of some of our Automations

Example of some of our Automations

Overview

  • We love automating businesses. You will wonder why you didn't do it sooner
  • The cost savings from implementing business automations can vary widely depending on the industry, the scale of the business, and the specific processes being automated. On average, businesses can save 20-30% on operational costs per quarter with effective automation. Below are examples of business automations and their potential quarterly cost savings:

Marketing Automation

  • 1. Build Automated Email Campaigns
  • 2. Leverage AI Writing Tools for Content Creation
  • 3. Automate Image Generation Using AI
  • 4. Schedule Your Social Media Using Scheduling Tools
  • 5. Automate Text Message (SMS) Marketing
  • 6. Repurpose Your Content

Sales Automation

  • 7. Regularly Keep in Touch with Prospects & Clients
  • 8. Automate Your Sales Funnel
  • 9. Trigger Internal Notifications to Your Sales Team
  • 10. Automate Appointment Scheduling
  • 11. Automate Lead Follow-Up
  • 12. Calculate Pricing Quotes Quickly
  • 13. Generate Proposals, Contracts, and Invoices in a Few Clicks

Fulfillment Automation

  • 14. Onboard Customers Right from the Get-Go
  • 15. Provide Amazing Customer Support
  • 16. Manage Your Inventory Without Thinking About It
  • 17. Send Surveys to Gauge Customer Satisfaction
  • 18. Ask for Testimonials and Incentivize Referrals

Finance Automation

  • 19. Setup Accounting and Bookkeeping
  • 20. Automate Your Expenses, Savings, and Investments
  • 21. Manage Your Accounts Receivable (AR) So You Get Paid
  • 22. Automate Your Accounts Payable (AP) So You Can Manage Payments
  • 23. Automate Your Payroll

Operations Automation

  • 24. Automate Repetitive Tasks Using Project Management Tools
Top 10 Business Automation Examples & Savings

Top 10 Business Automation Examples & Savings

1. CRM Automation

Examples: Automating customer follow-ups, email campaigns, and lead tracking using tools like HubSpot or Salesforce.

Quarterly Savings: $10,000–$25,000

2. Accounting and Financial Automation

Examples: Automating invoicing, payroll, and expense tracking using QuickBooks or Xero.

Quarterly Savings: $5,000–$15,000

3. Social Media and Marketing Automation

Examples: Scheduling posts, managing ads, and analyzing campaign performance with Hootsuite or Buffer.

Quarterly Savings: $3,000–$10,000

4. Inventory Management Automation

Examples: Automating stock tracking and reordering using systems like TradeGecko or Zoho Inventory.

Quarterly Savings: $10,000–$20,000

5. HR and Recruitment Automation

Examples: Streamlining applicant tracking, employee onboarding, and benefits administration with BambooHR or Workday.

Quarterly Savings: $5,000–$15,000

6. Customer Support Automation

Examples: Using chatbots or ticketing systems like Zendesk or Freshdesk to manage customer inquiries.

Quarterly Savings: $7,000–$20,000

7. Document Management Automation

Examples: Automating document signing, filing, and sharing with tools like DocuSign or PandaDoc.

Quarterly Savings: $3,000–$10,000

8. Data Analysis and Reporting Automation

Examples: Automating data collection and generating insights using tools like Tableau or Power BI.

Quarterly Savings: $10,000–$30,000

9. Supply Chain and Logistics Automation

Examples: Streamlining shipping and delivery tracking with platforms like ShipStation or Route.

Quarterly Savings: $15,000–$50,000

10. Sales Workflow Automation

Examples: Automating proposals, contracts, and follow-ups using platforms like Pipedrive or Salesloft.

Quarterly Savings: $5,000–$20,000

People who care about your growth

Consider how you arrived at this page—now imagine unlocking possibilities beyond what you thought achievable.

Don’t let technology overwhelm you; we’re here to support you every step of the way. Our team creates personalized training videos tailored to your specific needs, ensuring a seamless transition for the processes and automations we implement.

With our guidance, you'll have the confidence and knowledge to take full control of your business operations once the build-out is complete
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