You are paying humans to copy-paste data, chase signatures, and remember follow-ups. We build intelligent, interconnected workflows that run your backend on autopilot so your team can focus on revenue.
The Problem
Software was supposed to make things easier, but if your tools don’t talk to each other, you just created more administrative work for your team.
Manual Data Entry
Copying lead info from Facebook to a spreadsheet, then to the CRM, then to billing.
A lead books a call, but doesn’t get a confirmation or reminder until a human sends it.
Disconnected Tools
Stripe, Slack, HubSpot, and Gmail all working in silos with no unified system of truth.
Human Error
Someone forgets to tag a VIP client, send an invoice, or trigger the onboarding sequence.
Broken “Zaps”
You tried to build it yourself, but the automations break constantly and no one knows why.
Expensive Admin Pay
Paying capable employees $30/hr to do robotic tasks a system could do for free.
That’s where Revenue Automation steps in.
What We Build
We build bulletproof workflows using tools like Zapier, Make, and native CRM logic to connect everything your business uses.
The second a lead fills out a form, they are assigned to a rep in the CRM and an instant SMS is sent, while your team gets a Slack alert.
When a Stripe payment clears, the client’s CRM status updates, folders are created in Drive, and a welcome email fires — zero clicks required.
Keep your billing software in perfect sync with your CRM. If an invoice fails, the CRM immediately flags the account for retention.
Use AI to analyze incoming emails or tickets, auto-tag the intent, and route it to the appropriate department within seconds.
Automate calendar bookings so zoom links are generated, CRM records are updated, and customized reminders are sent based on client type.
Your team only gets notified when something is wrong — like a VIP contract sitting unsigned for 3 days or a failed integration step.
How We Work
We don’t just “set up Zaps”. We map out the exact business logic required and build fault-tolerant systems.
Phase 01
We document every manual step your team currently takes and identify exactly which software tools are involved in the process.
Phase 02
We build the integrations in the background using Zapier, Make, or custom webhooks, with strict error handling built in.
Phase 03
We run sandbox data through every permutation of the workflow to ensure it handles edge cases perfectly before flipping the switch.
What Changes
The difference is felt immediately in recovered hours and eliminated friction.
Do you use Zapier or Make.com?
We use both, plus native CRM automations. The tool depends on your specific requirements. We typically prefer Make for highly complex logic runs as it’s more cost-effective at scale, while Zapier is great for specific niche app connections.
Can you fix the Zaps that our previous agency built?
Yes. We frequently conduct “rescue missions” to document, debug, and rebuild fragile integrations that break repeatedly.
Do you work through Upwork?
While we maintain a flawless Top Rated Plus profile on Upwork, we only onboard new clients directly through our website. This allows us to communicate more efficiently, skip marketplace fees, and provide a superior dedicated service to our clients.
What if an API changes and the automation breaks?
We purposefully build our workflows with robust error routing so that if a connection fails, you get a clear alert instead of a silent disaster. We also include a 30-day support window post-launch, and offer ongoing retainer plans for continuous monitoring and maintenance.