Automation solutions by industry
Agency & Professional Services Automation
Connect lead response, booking, onboarding, delivery, support, reporting, approvals, and billing across the client lifecycle.
Serve more clients with a consistent operating system instead of increasing coordination work at the same rate as revenue.
Discuss automation for my businessCommon bottlenecks
Where manual coordination creates friction
- Lead response and booking depend on individual availability.
- Every client is onboarded through a different collection of manual steps.
- Delivery requests are spread across email, chat, and project tools.
- Client reporting, approvals, and billing are assembled manually.
Practical opportunities
What we can automate
- Lead qualification, booking, and CRM routing
- Contract-to-project client onboarding
- Support intake, triage, and ownership
- Task creation and delivery handoffs
- Proposal, approval, and signature tracking
- Client reporting and invoice workflows
Start by business area
Choose the part of the operation under pressure
Capture and convert more demand
Connect marketing, sales, and customer success so leads are captured, routed, followed up, and retained without manual record movement.
Explore revenue automationDeliver work without manual handoffs
Automate project, service-delivery, logistics, inventory, and status workflows so the next step starts when the work is ready.
Explore operations automationRespond, onboard, and support consistently
Route requests, coordinate onboarding, and trigger the right follow-up so customers receive a consistent experience at every stage.
Explore customer experience automationSimplify finance, admin, and approvals
Move documents, approvals, finance, HR, and record-keeping through controlled workflows with human review where it matters.
Explore back-office automationTurn operational data into decisions
Build reporting and AI workflows on top of live systems of record so outputs remain useful as the underlying operation changes.
Explore data & ai automationKeep integrations reliable and scalable
Connect systems, monitor failures, and repair brittle workflows so the automation stack remains dependable as tools and volume change.
Explore automation reliability & integrationsRefine the recommendation
Which operating model sounds most like you?
Businesses in the same industry can need different systems. Pick the closest model to open a preselected Automation & CRM Blueprint.
Relevant platforms
Systems we commonly connect
Relevant experience
Similar systems in production
Marketing
50k lead responses
A marketing services company with more than 1,000 service options relied on 10–20 agents for first responses — now ~50,000 automated replies per month with estimated savings of $10k–$25k monthly.
Read case studyWeb development
Monday.com support
Client requests lived in email and Slack — hard to assign, track, and see workload. A Monday.com system with Make.com made support scalable as the company grew.
Read case studyMarketing and web services
GoHighLevel booking
Booking was fragmented between Calendly and GoHighLevel — creating manual work, double bookings, inconsistent prioritization, and frequent no-shows.
Read case studyNeed help automating a process?
Tell us about the repetitive work on your team—we’ll map a practical custom automation plan.