Automation not only saves time and money but also improves accuracy and re-enforces process by ensuring key steps within your business process remain under the control of your CRM.

Why Automate?

Increase Productivity

Manual tasks take time. They must be performed linearly by humans who are unable to consistently perform to the highest standards. Automation reduces the number of tasks you and your employees would otherwise need to do manually. This frees up their time to work on items that add genuine value to the business, allowing them to be more innovative and increasing your employees’ levels of motivation. Automation greatly increases productivity by allowing your businesses to get more done in the same amount of time, or grow without continually recruiting staff.

Reduce Risk

Substituting human vulnerabilities with the accuracy of a machine, bypasses the risk of expensive costs associated with manual errors and inefficiencies. Late payments, slow sales approvals, and payments for goods never received are all very expensive errors. Businesses without automated systems in place find themselves relying heavily on key individuals. Too much information exists in Excel spreadsheets or in the heads of their employees. What if a key employee was to leave? Are all the key "out of system" Excel spreadsheets backed up effectively? Automation reduces such risks by centralisation.

Data Accuracy

An automated system not only lets you see the status of any individual item, it also gives you the bird’s-eye view of your whole business. Imagine what you could do with several months of data from an automated system. You could track how many requests came in, how many were approved, how many got rejected, time spend on each task, which ones took the longest to complete, and so on. This data enables you to identify your bottlenecks and issues quickly. Furthermore, if a client calls and needs information about their order, they may experience poor customer service if data is incorrect or slow to retrieve.


With many different systems in place, it can be difficult to know exactly what is happening at every moment. Without automation of tasks or in support of workflow, keeping on top of customer interactions become challenging. Inevitably, employees can get side-tracked and allow customer tasks to fall through the cracks. Automation solves this issue by either replacing the need a human to carry out a task, or provide automated reminders and escalations. This develops increased accountability, visibility, and centralised processes required for your company to grow and serve more clients.
Below is a small sample of the kind of features and functions can build into a CRM system

Our experience

Microsoft Office Integration

Fully integrated with MS Office suite to generate letters, emails, spreadsheet exports.

Advanced Reporting Tools

Produce professional reports detailing all aspects of your business. Automated reports for month/quarter end, real-time report screens, dashboards. Monitor performance and set KPIs.

Document Management

Store all customer correspondence, generate automated letters for scheduled printing/emailing linked to process flow or marketing campaigns.

Calendar/scheduling Features

Provide user and group calendars for scheduling activity, producing reminders and reports.

Task/Process Automation

Take common manual tasks and integrate them into your CRM to provide automation. Take duplicate tasks in other systems such as alternate CRM or Excel and integrate reducing time and errors.


Integrate with 3rd party applications such as Sage and other CRM platforms, stock systems, pass data to and from your website for online ordering/support or other hosted application.

Secure Permissions/Encryption

Secure and encrypt data, users and permissions easily set with CRM. Access to records audited for review. Meet ISO27001 standards for Information Security Management.

Lead/Quotation/Order Management System

Track leads and quotes, convert to orders, provision orders through key stages, reporting, commission, customer communications and documentation, supplier management and communications, stock management, invoicing.

Customer and Contact Management

Manage customers, contacts, linked correspondence, order history, activities and events, orders.

Customer Service

Take tickets/calls from customers within CRM, manage SLAs, call backs, arrange engineer visits.