Process Automation
The repeat steps between your teams automated in your CRM: assignments, approvals, handoffs and data upkeep, with an owner and a log for every workflow.
What automation changes.
Methodology that ships.
Two-week sprints, certified experts always, fixed-fee pricing. The same shape every time.
- Step 0101
Discovery
We map your current state: stack, team, motion, blockers. No assumptions, no demo data.
- Step 0202
Architecture
We design the system. You sign off before we build.
- Step 0303
Build & Migrate
Certified experts build in 2-week sprints. Validated, tested, signed off.
- Step 0404
Train & Hand Off
Documentation, runbooks, 30 days of post-launch support included.
Built on real engagements.
Inside process automation.
Lead and deal assignment
Rules that route each record to the right owner.
Approvals
Discounts, contracts and exceptions approved in the CRM, with a record.
Sales to customer success handoff
The new customer, their notes and their plan passed on automatically.
Data upkeep
Duplicate checks, required fields and stale-record alerts.
Tasks and reminders
Follow-ups created by rules, not memory.
Workflow documentation
A list of every automation, what it does and who owns it.
A few of the brands we've delivered for.
Process automation, answered.
How long does this take?
Most engagements run 6-12 weeks build, then transition to optional ongoing operations.
How is this priced?
Fixed-fee against scope for projects. Monthly for retainers. Specifics on the strategy call.
Who's on my account?
A dedicated project lead plus relevant specialists. One named account lead end-to-end.
How do we get started?
Book a 30-minute strategy call. We cover scope, timeline, pricing. Proposal within 48 hours if we're a fit.
Related work.
Ready to ship this?
Book 30 minutes. We'll cover what good looks like for your stage, stack, and team.
How INSIDEA works
