WhatsApp First Automation
Automate Operations via WhatsApp & CRM
From supplier management to order processing, we automate your operations where your team already works, WhatsApp and your CRM. At an auto parts distributor, the supplier ordering cycle went from about a month to about a day.
What it covers
- CRM Flows
- Email Automation
- Data Sync
- Documents
- Orchestration
- Event Triggers
- 1 day
- supplier ordering cycle, down from a month, at an auto parts distributor
- 97%
- of order conversations need no human at a pharma manufacturer founded in 1948
- 18+
- AI agents shipped
- 200+
- businesses served
Free tools
Try it on your business before you talk to anyone
Real AI on your own orders, calls or ideas, in about a minute. No email needed to see the result.
How we work
How We Automate
From audit to full automation in weeks.
- 01
Week 1
Workflow Audit
We map every manual process, identify bottlenecks, and calculate automation ROI for each workflow.
- 02
Weeks 2 to 3
Design & Configure
Build automation flows using n8n, Make, or Zapier, connected to your CRM, ERP, and tools.
- 03
Week 4
Test & Deploy
Rigorous testing with real data. Deploy with monitoring and error handling built in.
- 04
Ongoing
Optimize & Scale
Monitor performance, handle edge cases, and expand automation to new workflows.
What you get
What We Automate
CRM Automation
Automate lead routing, follow ups, deal updates, and pipeline management across your CRM.
Email & Communication Flows
Triggered email sequences, internal notifications, and customer communications on autopilot.
Data Sync & Integration
Keep your tools in sync. CRM, ERP, accounting, marketing, and custom databases.
Document Automation
Automatically generate contracts, invoices, reports, and proposals from templates and data.
Process Orchestration
Multi step workflows that coordinate across teams, tools, and approval chains.
Event Driven Triggers
Actions triggered by form submissions, payments, status changes, or any business event.
Questions
Frequently asked questions
We primarily use n8n (self hosted for data privacy), Make (Integromat), and Zapier. The choice depends on your requirements: n8n for complex custom workflows, Make for mid complexity, and Zapier for quick integrations.
Ready to Automate?
Let's eliminate the manual work that's slowing your team down.
Guides
Go deeper before you decide
ERP Integration: What It Actually Takes and Whether You Need ItRead the guideOdoo WhatsApp Integration: What It Takes to Build One That WorksRead the guideDistributor Management Software: What Actually Works and Who Should Buy ItRead the guideOrder Processing Automation: What It Actually Takes to Stop Losing HoursRead the guide