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SEO WebTechnologies

AI, Automation & IT

Automate the admin. Keep the business.

We connect your CRM, email, accounting and job tools, and use AI to handle the repetitive work in between. Quotes, follow-ups, data entry and reporting, done automatically.

Sound familiar?

Your team wasn’t hired to copy and paste.

  • “We type the same data into three systems.”

    Integrations move data between your tools automatically.

  • “Leads fall through the cracks.”

    Every enquiry lands in your CRM with follow-up tasks assigned.

  • “Invoices and forms take hours to process.”

    AI reads documents and emails and enters the data for you.

What’s included

Hours back every week, for good.

  1. 01

    Process mapping

    We find the tasks costing the most time and fix those first.

  2. 02

    CRM setup

    HubSpot, Pipedrive or Zoho configured around your sales process.

  3. 03

    Integrations

    Connect Xero, MYOB, ServiceM8, Microsoft 365, Google and more.

  4. 04

    AI processing

    Extract data from invoices, forms and emails with AI.

  5. 05

    Reporting

    Automated reports and dashboards delivered on schedule.

  6. 06

    Monitoring

    Alerts if an automation fails, and fixes when things change.

How it works

How we get started.

  1. Week 1

    Assess

    We map your systems, workflows and risks, and find the highest-value opportunities.

  2. Week 2

    Plan

    A fixed-price plan with clear priorities, security first, time savers second.

  3. Weeks 3–6

    Implement

    We set up, migrate, build and train your team, with minimal disruption.

  4. Ongoing

    Support

    Monitoring, help desk, updates and a monthly review of what’s working.

FAQ

Questions about Workflow & CRM Automation

Which tools do you use?

Make, Zapier, n8n and custom code where needed. We choose the most reliable, cost-effective option for each job.

How much time can we save?

It varies, but most businesses find several hours per person per week in the first review.

Is AI safe for our business data?

We use enterprise AI services that don’t train on your data, and design workflows with privacy in mind.

What happens when an automation breaks?

Monitoring alerts us, and on a support plan we fix it quickly.

Find out what you could automate.

Free 30-minute review of your workflows with a list of quick automation wins.