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Services
The system
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  • 01

A CRM built around how you actually sell.

Pipelines, properties and permissions mapped to your real sales process, not the default setup.

Six services. One revenue system.

→ See the whole system

Services

  • Process automation

The admin that eats your week should run itself.

The invoicing, the chasing, the copying between tools. We automate it end to end, around how your operation actually runs.

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runs / deal-won-to-kickoff

  • Deal won · running

3 / 6 steps

✓

Deal marked won

HubSpot

✓

Project created

Accelo

✓

Client folders built

OneDrive

First invoice raised

QuickBooks

Payment link sent

Stripe

Kickoff owner assigned

Human

Retyped by hand: nothing

Kill switch
  • What's leaking

Four leaks we fix most.

How it runs now

  • Invoices get chased when someone remembers.
  • The same number gets typed into three systems.
  • Onboarding lives in someone's head.
  • One person knows the whole sequence.

Once it's automated

  • Reminders go out on schedule and stop when payment lands.
  • Entered once. Every other system reads from it.
  • Every step fires in order, every time.
  • It runs and logs itself. Holidays stop being outages.
  • What we build

Bespoke, to your operation.

01

Sales & pipeline

  • Enquiries captured with an owner and next step
  • Leads routed automatically
  • Deal won → project, folder and first invoice
02

Admin & finance

  • Invoices sent and chased on time
  • Payments reconciled into the books
  • Documents generated and filed
03

Operations & delivery

  • Jobs created and scheduled
  • Status kept in sync across systems
  • Order and fulfilment triggers handled
04

Onboarding & service

  • Client onboarding that runs step by step
  • Staff accounts and access ready on day one
  • Tickets routed and SLAs tracked

Every build ships with a kill switch and a log.

  • Where we stop

The machine does the admin. People keep the judgment.

Automated

  • Chasing invoices
  • Re-keying numbers
  • Building folders
  • Routing leads

Yours to keep

  • Setting the price
  • The hard conversation
  • Approving exceptions
  • Pausing it
  • The tools we've integrated

Whatever runs your business, we've probably wired it.

CRM & sales

  • HubSpot
  • Pipedrive
  • Apollo
  • Clay
  • Instantly

Commerce & payments

  • WooCommerce
  • Shopify
  • Square
  • Stripe

Finance & docs

  • QuickBooks
  • Xero
  • PandaDoc
  • Google Sheets
  • Excel

Ops, projects & files

  • Accelo
  • Asana
  • ClickUp
  • Slack
  • OneDrive
  • Google Drive

The connective layer

  • Zapier
  • n8n
  • Make
  • HubSpot workflows

Not listed? Connecting it is usually the first thing the audit scopes.

  • The deep end

Custom data pipelines.

Many systems, custom logic, bespoke API work — the builds most shops won’t take on.

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HubSpot Stripe Accelo QuickBooks OneDrive CUSTOM LOGIC
  • Proof · architecture practice

A full day of admin, done by ten in the morning.

8h
2h

Before. A full day, minimum. Copy-paste across five tools.

After. About two hours, by the practice’s own measurement.

HubSpot

Deal won

→

Accelo

Project created

→

OneDrive

Folders built

→

QuickBooks

Invoice raised

→

Stripe

Payment taken

Nothing retyped. Nobody's day spent on it.

Read the work →
  • Pricing

One path in. One build out.

Step 1

Discovery call

Free

→

Step 2

Audit

$495

The audit tells you which one

If your tools just need to hand work to each other

Simple workflows

from
$1,500
Tool
Tool
Tool

A few workflows, built end to end across the tools you already use.

  • Tested before it touches anything live
  • 30 days of tuning after launch
OR

If your systems need custom logic to talk

System integration

from
$7,500
ERP
API
CRM
Legacy

ERP, inventory, HR, legacy — wired into one flow with custom API work.

  • Data modelled and reconciled across systems
  • Built so it won't double-fire

The $495 audit is credited in full to whichever build you land on.

The admin gets done. Nobody spends their day doing it.

Book the discovery call

Free call. $495 audit, credited to the build.