Operational Systems That Pay for Themselves
Every system we build is designed around one metric: how much time and money it saves you. No features for features' sake. No complexity you don't need.
The Revenue Operations Engine
From first touch to cash collected—zero manual handoffs.
The Problem
Leads slip through cracks. Follow-ups get forgotten. Quotes take hours to build. Invoices go out late—if they go out at all. Every manual step is a place where revenue leaks.
The Solution
Lead capture syncs to your CRM. Quotes generate automatically from form data. Follow-up sequences fire based on pipeline stage. Invoices go out and payments get tracked without you touching a spreadsheet.
Lead Capture & Routing
Forms sync to CRM instantly with automatic assignment rules
Quote Generation
Build quotes from templates with form data auto-populated
Follow-up Sequences
Triggered emails based on pipeline stage and engagement
Invoice Automation
Auto-generate and send invoices with payment tracking
Service businesses losing deals to slow follow-up or bleeding margin to manual billing.
The Operations Control Center
Run a 20-person operation with a 5-person team.
The Problem
You’re the bottleneck. Every approval, assignment, and status check routes through you. Your team spends more time updating systems than doing actual work.
The Solution
Jobs route automatically based on your rules. Status updates flow to clients without "just checking in" emails. Time tracking syncs to billing. You only see what needs human attention.
Smart Routing
Jobs assigned automatically based on capacity, skills, location
Client Updates
Automated status notifications—no more "checking in" emails
Time → Billing Sync
Hours tracked flow directly to invoice generation
Exception Alerts
Only get notified when something actually needs your attention
Businesses where the owner is still the bottleneck for approvals, assignments, and status checks.
The Civic Transparency System
Modern government operations without the IT department budget.
The Challenge
Small municipalities need official .gov websites and modern citizen services, but the transition process is complex and you don’t have dedicated IT staff.
The Solution
Official .gov domains, automated public records management, citizen self-service portals, and compliance documentation that generates itself.
.gov Domain Setup
Complete registration and transition process handled
Public Records Portal
Automated FOIA/public records request management
Citizen Self-Service
Permit applications, payments, document requests online
Compliance Automation
Meeting notices, agendas, and minutes auto-published
Rural towns and small municipalities drowning in manual processes and public information requests.
Questions About Our Services
Revenue operations automation connects every step from lead capture to payment collection into one system with zero manual handoffs. Instead of manually entering leads into your CRM, building quotes in spreadsheets, and chasing invoices, the entire cycle runs automatically—leads sync instantly, quotes generate from form data, follow-ups trigger based on pipeline stage, and invoices go out with payment tracking built in.
Workflow automation handles the repetitive coordination work that typically requires additional hires—job assignments, status updates, client notifications, time-to-billing sync, and exception routing. By automating these tasks, a 5-person team can handle the workload that would normally require 15-20 people, because the system handles the operational overhead while your team focuses on work that requires human judgment.
We integrate with the tools you already use—CRMs like HubSpot and Salesforce, accounting software like QuickBooks and Xero, communication tools like Slack and Google Workspace, project management platforms, and industry-specific software. We connect everything through APIs and webhooks so data flows automatically between systems without manual entry or copy-pasting.
No. We build around your existing stack, not against it. The goal is to make the tools you already have work better together by connecting them and automating the manual steps between them. No rip-and-replace required.
A .gov website transition includes domain registration and approval with the .gov registry, site development and migration to the new domain, hosting setup, IT integration for email and infrastructure, official launch with redirects from your old site, and ongoing monitoring. We handle the full process so municipalities don't need dedicated IT staff to make it happen.
Not Sure Which System You Need?
In 45 minutes, we'll map your workflows and identify exactly where automation will have the biggest impact. No cost, no obligation.
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