What's included

• Notification and Communication Automation

  Notifications between platforms (Slack, Teams, Outlook, and many more); Sending interactive alerts (When a deal stage changes, or influx of support tickets, etc.) Syncing platform events with actionable items (when a new task is created, etc.)

• Consulting and Coaching

  A current workflow review and consulting on process gaps; Identifying growth & scale opportunities within your current flow; Creating thorough documentation to describe all your workflow processes; Making the current flow more efficient and effortless. 🚀

• Data Parsing and Syncing

  Sync data/contacts/events between CRMs (SalesForce, Xero, HubSpot, Airtable, Zendesk, FreshDesk, etc.); Connect website form with CRM of choice based on webhooks/email notifications to funnel leads into your pipeline;

• Accounting and Financial Automation

  Create payment links via Stripe based on CRM and send them to contacts automatically; Generate signable contracts with dynamic fields based on selected products/services; Create and sync purchase orders based on CRM data or form requests; Track payments for purchase orders and invoices

• Workflow and Task Automation

  Tracking used vacation and sick days, excluding national holidays, based on a form with an approvals flow inside the CRM 🚀