Launch Your Business with Complete Zoho Automation

Set up a fully automated CRM, invoicing, and client management system from day one. Let one person handle the work of ten with intelligent workflow automation that eliminates manual tasks and scales effortlessly.

PROBLEM

Manual Operations Kill Productivity and Profit

New companies waste critical resources on manual data entry, invoice creation, and follow-ups. Without automation from the start, one admin becomes a bottleneck that prevents growth. You need a system that works while you focus on building your business.

SOLUTION

How It Works

Automated Client Intake and CRM Tracking

Forms automatically feed client data directly into your CRM with zero manual entry. Every client interaction, status update, and communication history is tracked in one place. Your team spends time on relationships, not data entry.

Intelligent Invoicing and Payment Workflows

Invoices generate and send automatically the moment a transaction occurs. Payment reminders go out on schedule without lifting a finger. Money flows in predictably while your admin focuses on growth initiatives.

Complete Zoho One Integration and Setup

We configure Zoho CRM, Books, Forms, and Sign into a seamless system ready for launch day. Onboarding confirmations, payment sequences, and contract signatures all run automatically. You get training and documentation so your team can scale independently.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.