Customer records and pipeline
Leads, deal stages, contact history, follow-ups and task reminders in one place.
For owners and teams losing evenings to admin. We build automation around how your business already runs, then measure what it saves.
Business automation for small businesses should be boring and measurable: fewer hours on admin, fewer things typed in twice, fewer things forgotten. That is the aim of everything we build.
We develop the systems ourselves, mapped to how your business actually runs rather than assembled from whatever was quickest to plug together. The automation is shaped around your process, instead of your process being reshaped around someone else's product.
Nothing gets built until the process is understood. Every project starts with an audit, cuts the steps that exist only out of habit, and then automates what is left.
Leads, deal stages, contact history, follow-ups and task reminders in one place.
Automated invoicing, bank reconciliation, payment reminders and recurring billing.
Scheduling, engineer allocation, job status and site paperwork, built for how your work is dispatched.
Holidays, onboarding, timesheets and certifications with expiry dates that chase themselves.
Client portals, online forms, self-service booking, electronic signature and online payments.
Email sequences triggered by what a prospect did, lead routing and review requests once a job is signed off.
Proposals and contracts populated from your records, document capture and dashboards that build themselves.
Drafting, reading data from documents and turning meetings into tasks, used only where it removes real work.
The best first targets are tasks done many times a week that follow clear rules: turning an enquiry into a record, a signed quote into a job, a completed job into an invoice. Each one is small. Together they add up to a large share of the working week, and they are the tasks most likely to be keyed wrongly or forgotten.
Customer-facing automation often comes next. Much of the back-and-forth in a working day is a customer asking for something they could have got themselves, such as a status update, a document or a booking slot. A portal or an online form answers those without anyone picking up the phone.
Adoption is where most automation projects die, so it is built into the plan. We start with one or two quick wins rather than a full overhaul, give every system a named owner and train staff early. The people doing the work decide whether a system survives, so they are involved from the audit onwards. Then we measure the time saved and errors reduced, and go again on the next-biggest drag.
We walk each workflow end to end and cut the steps that exist only out of habit. You see what we plan to automate, and why, before anything is built.
We develop the automation in-house and connect it to the systems you are keeping, so data moves once. Quick wins go live first, so the team sees results early.
Staff are trained and each system has a named owner. We measure what it saved, then move on to the next-biggest drag.
An automation programme is a capital project like any other. It can be spread over a fixed term through our sister business, Novora Asset Finance™, rather than taken out of this quarter's cash, subject to status and credit approval. Terms, total cost and any fees are set out before you commit.
Before the build, you hold a documented process map and a baseline of how long the targeted tasks take. Afterwards, time saved and errors reduced are measured against that baseline, so the result is a number rather than an impression.
No. We develop the systems ourselves, shaped around your process. Where you already use a system that works, we connect to it rather than replace it.
With the tasks done most often that follow clear rules, such as creating records from enquiries, raising invoices from completed jobs and chasing payments. A process audit ranks these by volume, time and error rate, so you start where the saving is biggest.
That is planned for from the start. We begin with quick wins, give every system a named owner and involve the people doing the work early. Training is part of the project, not an extra.
Where it genuinely removes work. That includes drafting emails and proposals from your own material, reading data from documents and turning meeting notes into tasks. We do not add it for novelty.
Yes. Automation and systems builds can be funded over a fixed term through our sister business, Novora Asset Finance™, subject to status and credit approval. Funding is an option, never a condition.
Our start-up set-up packages put customer records, accounting and templates in place from day one, and the Scale package, from £4,000, adds automations across the core systems. It is usually easier to build it right at the start than to fix it later.
For business owners who know admin is eating the week but not exactly where. You get a documented map of how work moves and a ranked list of what to fix first.
Read more →CRM integration and connected systemsFor businesses running on several systems that do not talk to each other. We connect them, so information moves without a person carrying it.
Read more →Start-up set-upBrand, website, systems and compliance set up in one go, at fixed prices.
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