Most businesses lose deals in the space between a conversation and a signed proposal. We build CRM workflows and proposal systems that move opportunities forward automatically — without forcing your team to change how they sell.
No automated follow-up, no visibility on where each deal sits. Opportunities go cold because nobody remembered to chase.
Copy-pasting from last month's template, formatting in Word, chasing the right pricing. A two-hour job for every new opportunity.
Your team updates the CRM when they remember. Which means pipeline reports are stale, forecasts are guesses, and management has no real picture.
Someone has to manually create the invoice in Xero after a deal closes. Sometimes days later. Sometimes forgotten entirely.
Every engagement ends with working automations in production. Here's what that looks like for CRM and sales.
A CRM board configured for how your business actually sells — stages, owners, probability weighting, activity logging. Connected to your email so nothing is manually entered twice.
Trigger a proposal from a Monday.com card. Make.com pulls the deal data, populates a branded PDF template and emails it to the prospect — in under two minutes, no manual input.
Automated reminders triggered by deal stage. Sales activity is prompted at the right moment — without a manager chasing the team to chase the prospect.
When a deal is marked Won, Make.com creates the draft invoice in Xero automatically — correct line items, correct contact, ready to send. Zero manual steps.
Book a 20-minute discovery call. We'll identify exactly where deals are stalling and what to automate first.