Process Automation

Automate the busywork. Scale what matters.

We design and build practical automations that remove manual steps, reduce errors, and speed up delivery. From lead intake and onboarding to invoices and reporting, our team maps your current process and replaces repetitive tasks with reliable, auditable workflows.

  • - Cut average handling time by 30–60%
  • - Eliminate double-capture & copy-paste errors
  • - Real-time status, alerts & dashboards
  • - Secure, role-based approvals and audit trails
Talk to a consultant See system integrations
Workflow and process automation

What we automate

Sales & Lead Handling

Capture leads from web forms, emails, and ads; auto-qualify, assign owners, set follow-ups, and sync to CRM.

  • Email → CRM parsing
  • Enrichment & scoring
  • Task & reminder flows
Onboarding & KYC

Automated document collection, validations, approvals and welcome sequences with audit trails.

  • ID/document checks
  • Conditional approvals
  • Welcome & training flows
Finance & Ops

Recurring invoices, PO approvals, stock notifications, and payout/reconciliation workflows.

  • Invoice & receipt automation
  • Multi-step approvals
  • Reconciliation reports
Customer Support

Ticket routing, canned responses, SLA escalations, and satisfaction loops to close the feedback chain.

Hook this into your stack via System Integrations.

Content & Marketing Ops

Publishing checklists, asset generation triggers, and approvals across web and mobile touchpoints.

Need custom front-end components? See our Web Applications or Website Development.

Field & Mobile Workflows

Capture data on site, even offline, and sync to your core systems with intelligent validation.

For native apps and integrations, explore Mobile Applications.

Our approach

1) Process mapping

We document your “as-is” flow: steps, systems, owners, and pain points to spot automation wins.

2) Pilot & validation

Build a small but valuable slice that proves the ROI and clarifies edge cases and approvals.

3) Scale & integrate

Connect to your CRM, ERP, accounting, and messaging tools. Harden security & observability.

4) Handover & training

Documentation, admin dashboards, and team training so your ops can evolve the workflow over time.

Tech & Integrations

We automate with a pragmatic mix of APIs, webhooks and secure connectors. Typical stack: Zapier/Make where it fits, custom PHP services for core logic, scheduled jobs/queues, and modern UIs to approve/track work. We integrate with:

  • CRMs (HubSpot, Pipedrive, Salesforce)
  • Accounting (Xero, QuickBooks, Sage)
  • Payments (Stripe, Payfast, PayPal)
  • Messaging (Slack, Teams, Email)
  • Storage (Google Drive, OneDrive, S3)
  • Databases & internal APIs

Need bespoke portals or dashboards? We build those under Web Applications.

Results our clients see

Lead-to-quote automation

Auto-parsing inbound emails, enriching with company data, and generating quotes.

Impact: 52% faster response, 18% increase in close rate.

Invoice & payout workflow

Recurring billing with approval gates and instant reconciliation reports.

Impact: 0 data re-capture, 2h/week saved per account manager.

Onboarding & KYC

Document upload, validation, and e-sign triggers with clear audit trails.

Impact: 3→1 day onboarding, error rate down 70%.

Engagement options

Fixed-scope pilot

A tightly-scoped automation delivered in 2–4 weeks to prove value and validate edge cases.

Ongoing improvement

Monthly retainer to extend workflows, add integrations, and monitor reliability & security.

FAQs

Frequently Asked Questions About Process Automation

Related services

System Integrations

Connect CRMs, ERPs, comms, and custom apps for a unified, auditable flow.

Learn more
Web Applications

Admin consoles, approval UIs, and dashboards tailored to your workflows.

Learn more
Digital Solutions Consulting

Vendor evaluation, process design, and a roadmap that prioritizes ROI.

Learn more

Get Started Today

Contact us if you want to start building your digital dream.

Get started now