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Services

Four workflows. Endless variations.

Each system is built bespoke against your existing tools. We don't sell templates — we build infrastructure that fits your business, not the other way round.

01 / 04 · Lead Screening

Route the right leads
to the right people.

Every inbound enquiry — from your website, email, WhatsApp, or Instagram DM — gets scored, tagged, and routed within seconds. Your team only sees leads worth a reply.

  • Scoring rules tuned to your margin, location, and job type
  • Instant routing to the right owner based on value and availability
  • Auto-reply for leads outside your geography or budget
  • Dashboard showing response times, conversion, and drop-off
Discuss lead screening →
LIVE ROUTING14 today
From — harrison@newbuilds.co.uk
"Need a quote for rewiring a 480m² warehouse in Derby. Budget £8k. When can you start?"
Intent
92 · HOT
Value
£8,400
SK
Routed → Sarah (Senior)
WhatsApp · SLA 10min
1.4s
02 / 04 · Automated Quoting

A quote in seconds
— even at 11pm on Sunday.

Your customers get a branded, accurate quote the moment they enquire. The system handles the logic — your margin rules, material prices, regional pricing, callout fees — and hands you a job that's already yours to lose.

  • Custom quote logic mirroring your current pricing model
  • Line-item breakdowns with VAT, travel, and time-of-day modifiers
  • PDF quotes auto-emailed, branded, and logged to your CRM
  • Follow-up sequences for unopened quotes (2 days · 5 days · 10)
Discuss automated quoting →
QUOTE ENGINE23:42 GMT
Customer — bec@oldvine.co.uk
"Wedding for 85 guests, 14 June, two-course sit-down plus welcome drinks?"
Quote #QT-2026-0412 · Valid 14 days
£6,247.50
Food & service · 85 guests£4,250.00
Welcome drinks package£892.50
Travel · Derbyshire£180.00
VAT (20%)£925.00
● Sent 23:42:07 · PDF attached · CRM logged
03 / 04 · Inventory Alerts

Know what you'll run out of
before you run out.

The system learns your sales rhythm — seasonality, weekly cycles, supplier lead times — and fires a prioritised alert when a reorder is due. You always walk into the week knowing what to order.

  • Sales velocity tracked per SKU with lead-time buffers
  • Supplier-specific reorder suggestions, editable before sending
  • Monday-morning summary in email or Slack — never a surprise
  • Works with Shopify, Square, Lightspeed, and manual POS exports
Discuss inventory alerts →
SKU #4892 · Oat Milk 1L42 units/day
Stock
34 left
Runs out
Thu AM
Lead time
48h
!
Reorder 120 units from Minor Figures
Approve · open PO draft · snooze
04 / 04 · Full System Automation

Multiple workflows,
connected end-to-end.

The work a larger business does with more headcount — your CRM, accounting, calendar, WhatsApp, and POS all talking to each other without a human copy-pasting in the middle. This is where ROI gets serious.

  • Event-driven architecture across Stripe, Xero, HubSpot, Shopify, Slack
  • Private dashboard showing every action taken, every day
  • Failure alerts to you (not your customer) with auto-recovery
  • Typical builds replace 15–30 hours of admin per week
Scope a full build →
EVENT BUS · live2,804 events / wk
Stripe
Xero
Shopify
Workflow Hub
Slack
HubSpot
Calendar
99.8%
uptime
23h/wk
hours saved
0
tickets last wk
Start here

Not sure which
one you need?

Good — that's what the Workflow Review is for. A written map of what to automate first, and a clear next step.

Book a Workflow Review £350