Automate the busywork
Today, focus on what matters.
If you are juggling spreadsheets, switching between tabs, or manually syncing customer data between systems: there is a better way.
We help SaaS and service businesses streamline their operations using the best automation tools on the market.
Start simple. Scale smart. Get more done with less effort.
Why Automation?
Manual work slows you down, leads to errors, and costs you money.
Workflow automation helps you:
- Connect your CRM, marketing, support, and finance tools
- Trigger follow-ups and alerts automatically
- Eliminate repetitive tasks like data entry, approvals, or onboarding
- Create visibility across your customer journey
Whether you’re scaling your team or your tech stack, the right automation tools give you back time and control.
Compare Tools
| Tool | Summary | Best For | |
|---|---|---|---|
| n8n | Mostly open-source, developer-friendly workflow automation. Great for custom logic and self-hosting. | Engineering teams, privacy-focused businesses | Explore n8n → |
| Make.com | Visual no-code builder for advanced workflows. Over 2,000 app integrations. | Ops teams, marketers, no-code builders | Explore Make → |
| Relay.app | Combine automation with human approvals and notifications. Easy to set up, ideal for handoffs. | Sales ops, onboarding, internal collaboration | Explore Relay → |
| Tray.ai | Enterprise-grade low-code automation platform. Full flexibility and scale. | Medium to large orgs with complex systems |
Book a Tray Demo → Learn more about Tray Implementation → |
| SmartSuite | Replace spreadsheets with a scalable CRM & work platform. Built-in automations. | Teams upgrading from Excel or Google Sheets | Explore SmartSuite as first CRM → |
You can mix and match these tools to fit your stack. Need help choosing? → Book a Free Automation Planning Call
Our Approach
We don’t just recommend tools.
We help you:
- Understand where automation will save the most time
- Choose the right platform based on your stack and team
- Set up and optimize workflows to scale with your business
We are a trusted advisor, not just a tool pusher.
We work with your team to deliver ROI as fast as possible, iteratively.
Let’s remove the friction in your business.
We’ll help you choose the right tools, automate smartly, and scale with confidence.
CRM automation tools help businesses streamline customer-related tasks like data entry, follow-ups, onboarding, and reporting. They connect your CRM with marketing, support, and finance platforms to automate manual processes and reduce errors.
Automating your CRM workflows saves time, eliminates repetitive tasks, reduces human errors, and provides better visibility across your customer journey. It also allows your team to focus on high-impact activities.
It depends on your tech stack, team size, and needs:
n8n: Mostly open-source and developer-friendly.
Make.com: Visual no-code builder.
Relay.app: Great for human-in-the-loop workflows.
Tray.ai: Enterprise-grade low-code platform.
Consider booking a free automation planning call to get expert guidance.
Many CRM automation platforms offer no-code or low-code options, making them accessible to non-technical teams.
Tools like Make.com and Relay.app can be ideal for marketers, sales teams, and operations professionals without coding experience.
Even though it is possible to get there with a do-it-yourself approach, you might benefit from engaging an expert to get you there faster, and leveraging their know-how and experience to avoid basic shortcomings. In the end, it can cost you less.
Yes. Many smaller businesses without enterprise budgets use a mix of tools to suit different needs and overcome specific limitations.
For example, you might use some of your CRM automation for specific tasks, and combine tools like Relay.app and n8n to automate some other workflows not possible within the CRM. We can help businesses design the right stack for their goals.
Most likely, you do not need AI to start with.
For many businesses, traditional workflow automation can deliver faster, more reliable, and more cost-effective results. Tasks like data entry, system syncing, follow-ups, and approvals are often best handled using deterministic automation based on clear, rule-based logic.
AI-powered automation can be valuable when dealing with less predictable tasks, like processing unstructured data or interpreting human language. But not every process benefits from AI.
There is a lot of hype around AI, AI agents, and intelligent workflows. Many companies are leveraging this buzz, but we help you cut through the noise. Our role is to guide you toward the right solution for your business, whether that’s standard automation or selectively using AI when it adds real value.
We focus on practical outcomes, not trends.