Connect your business systems and reduce repetitive work.
I help connect websites, CRMs and internal tools so information moves through a clearer process. Automation and AI are designed around the work your team actually needs to do.
Where I can help
Website and CRM integration
Connect enquiries and customer information with the right records, owners and follow-up steps in your CRM.
Operational automation
Reduce repetitive tasks across forms, notifications, documents, internal tools and reporting workflows.
Practical AI features and agents
Add useful capabilities such as document extraction, knowledge retrieval or assisted responses, with the controls the task requires.
Example: from website enquiry to an owned follow-up
Illustrative workflow
- 01An enquiry arrives
- 02Information is validated
- 03A CRM record is created or updated
- 04The enquiry is assigned
- 05A follow-up task is recorded
The implementation needs to account for duplicates, missing information and failed connections. AI may help interpret an unstructured message, but straightforward rules may be enough for the rest of the process.
Built around the whole process
- 01Map the current workflow and intended outcome
- 02Choose the simplest suitable tools
- 03Handle exceptions and approvals
- 04Test, document and monitor the agreed flow
Use the systems that fit your business
We can assess your existing CRM and integrations before considering custom software. A custom system makes sense when there is a clear requirement that suitable existing tools do not meet.
Questions about automation
No. Rules, APIs and standard automation are often enough. AI is useful when the task involves information that benefits from interpretation or generation, and its output can be evaluated appropriately.
I start by reviewing them. Feasibility depends on their APIs, permissions, data and the process you want to support.
The scope should define what it can do, what requires human approval and how exceptions are handled. Those boundaries depend on the task and consequences of an error.
We agree relevant measures before implementation, such as successful handoffs, processing time, error rates or manual steps removed, and compare them with the starting process where data is available.