Time Tracking to CRM to Accounting: Billable Hours Pipeline
A 14-person consultancy cut timesheet-to-invoice admin from 8 hrs/week to 40 minutes, recovered R890K in previously unbilled hours in year one, and closed billing 11 days sooner.
All Integrations
Workflow Automation
We replace manual processes with custom-built automations that run reliably without Zapier limits or no-code fragility. Lead routing and territory assignment, form capture, WhatsApp messaging with conversation logging to CRM timelines, WhatsApp Business API multi-agent team inboxes with assignment and SLA timers, courier-triggered WhatsApp order confirmation through delivered templates, conversational WhatsApp appointment booking into calendar and CRM, Click-to-WhatsApp ad lead capture with attribution, WhatsApp payment and dunning reminders, template approval workflows, CRM-triggered broadcasts, and live Commerce catalogue sync, VoIP click-to-call and call logging, email and calendar sync with follow-up reminders, multi-channel appointment reminder sequences that cut no-shows, email parsing of unstructured enquiry and partner-referral mail into CRM leads, transactional email API delivery for order confirmations, password resets, and receipts, self-serve appointment scheduling and embedded website booking widgets that write CRM records on confirm, CRM-connected customer portals that deflect order-status and invoice tickets, stale-deal flags and missed-SLA escalations to managers, approval chains for quotes, expenses, and document sign-off with CRM-linked audit trails, governed document template libraries and CRM-driven PDF generation for quotes, same-day sales proposals, invoices, reports, and e-sign-ready contracts, SSO, inventory sync, scheduled jobs, and disaster recovery, all owned by you and scaled to your needs.
Task & Project Automation
Auto-create tasks from emails, forms, or deals and route work to the right people with CRM stage-triggered sequences, territory-based lead assignment by province, postal code, or segment, plus stale-deal flags and missed-SLA escalations to managers.
Email & Communication Workflows
Drip sequences and live sales cadence automation with CRM-triggered personalised multi-step follow-ups that stop on reply or meeting booked, lead capture forms, Meta Lead Ads sync and Click-to-WhatsApp (CTWA) ads CRM capture with attribution, WhatsApp chatbots, WhatsApp-to-CRM conversation logging onto contact timelines, WhatsApp Business API multi-agent team inbox with assignment, collision prevention, handoffs, and first-response SLA timers on one business number, WhatsApp template creation with Meta approval tracking and versioning, CRM-triggered WhatsApp broadcast campaigns, courier-triggered WhatsApp confirmation, dispatch, out-for-delivery, and delivered templates, conversational WhatsApp appointment booking that writes live slots into calendar and CRM, WhatsApp payment and dunning reminder sequences with gateway Pay Now links, live WhatsApp Commerce catalogue sync for in-chat shopping, VoIP click-to-call with automatic CRM call logging and screen-pop, abandoned cart recovery, timed multi-channel appointment reminder sequences (7-day / 48-hour / morning-of SMS and email) that cut no-shows, Gmail API OAuth logging with labels and thread sync for Google Workspace, Microsoft Graph Outlook-to-CRM email sync with Entra ID consent and shared mailbox capture, automatic email-to-deal association by recipient domain and open opportunity, shared inbox management with ownership assignment, collision and duplicate-reply prevention, and SLA tracking for info@ / sales@ / support@, email parsing of unstructured enquiry and partner-referral emails into structured CRM lead records, transactional email API integration (SendGrid, Postmark, Amazon SES, Resend) for order confirmations, password resets, and receipts with delivery analytics, self-serve scheduling links with availability and buffer rules plus CRM deal creation from bookings, embedded website booking widgets that convert traffic into confirmed appointments and CRM leads 24/7, Google/Outlook calendar sync with meeting auto-logging and follow-up reminders, marketing automation handoff, HubSpot workflow/sequence migration into a destination CRM with enrolment criteria, delays, and if/then branching rebuilt before cutover, and Outreach / Salesloft / Salesforce Sales Engagement cadence rebuild (step timing, templates, enrolment, A/B variants, and mid-cadence handoff) so outbound does not go dark at cutover.
Approval Chains
Quote approvals, expense sign-offs, timesheet review, e-sign-to-invoice triggers, and document approval routing for proposals, contracts, policies, and discount requests, with SLA escalations via Slack, Teams, or email and CRM-linked audit trails.
Scheduled Jobs & Sync
Nightly syncs, periodic reports, inventory fan-out across Shopify and Takealot, SARS filing deadlines, and disaster recovery runbooks.
Single Sign-On & Identity
SSO with Entra ID, Okta, or Google Workspace, HRIS-driven provisioning, MFA, RBAC, zero-trust access, and API key vault management.
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