What's included

• Process mapping & optimization plan

  A visual and written breakdown of your current workflow, pain points, and opportunities for automation.

• Custom internal tool

  A user-friendly tool (dashboard, portal, admin panel, etc.) built to support and automate the optimized process.

• Automated workflow logic

  Configured automation rules (e.g., task assignment, status updates, email triggers) using platforms like Retool or Make.

• Third-party system integrations

  Seamless connections with your existing tools—CRM, ERP, finance, email, or communication platforms (e.g., HubSpot, Exact, Slack, Outlook).

• User management & permissions

  Role-based access controls, secure login, and optional 2FA to protect sensitive information.

• Realtime dashboards & notifications

  Live dashboards showing current tasks, performance KPIs, and automated alerts to keep your team informed.

• Documentation & training

  A simple user guide and optional training session for smooth onboarding and tool adoption across your team.

• Post-Launch Support

  30 days of technical support to fix bugs, tweak automations, or answer questions after go-live.