Data & Process Automation

Keeping CRM records accurate and complete without manual data entry — automatically enriching lead records with company data, logging email and meeting activity, updating deal stages based on events and triggering follow-up tasks at the right time. Removes the admin burden that causes CRM adoption to fail.

• Auto-enrich new leads with LinkedIn, Clearbit or Hunter data
• Email thread logging to CRM contact and deal records
• Calendar event sync and meeting note creation
• Deal stage auto-update from email open, click and reply signals
• Inactivity alerts: deals with no activity for X days
• Duplicate detection and merge suggestions
• Custom field population from form and integration data
• Win/loss reason capture and pipeline health reporting

Triggered email sequences that follow up with leads, onboard new customers, re-engage dormant contacts and send the right message at the right point in the buyer journey — automatically. Each email sent at the optimal time based on behaviour, not a fixed schedule.

• Trigger-based sequence start: form submission, CRM stage change, event
• Behaviour-based timing: adjust next email based on opens and clicks
• Personalisation tokens: name, company, product, last activity
• A/B testing subject lines and send times
• Sequence pause on reply (stops automated emails on human response)
• Unsubscribe and GDPR opt-out handling
• Sequence performance reporting: open, click, reply rates per step
• Integration with Mailchimp, Brevo, HubSpot, ActiveCampaign or custom SMTP

Automated aggregation of data from multiple systems into unified reports and dashboards — pulling from CRM, ERP, accounting, marketing and operations systems to give management a single view without manual export-and-paste processes.

• Multi-source data pull: APIs, databases, spreadsheets, SaaS exports
• Data normalisation and deduplication across sources
• Scheduled report generation: daily, weekly, monthly
• Email delivery to named recipients with PDF or Excel attachment
• Dashboard update automation from aggregated data
• Metric calculation: growth rates, conversion rates, margins
• Historical trend comparison across reporting periods
• Anomaly detection with alert when metric exceeds threshold

Automated batch jobs for large-scale data processing tasks that run on a defined schedule — nightly database updates, daily file imports, weekly reconciliations and monthly billing runs. Reliable, logged and alertable, replacing manual "run every Monday" processes.

• Cron scheduling with timezone and DST handling
• Bulk record processing with transaction batching
• Progress tracking for long-running jobs
• Retry logic with configurable backoff for transient failures
• Job history log: start time, duration, records processed, errors
• Alerting on failure with error detail and affected records
• Parallel processing for performance on large datasets
• Manual trigger option for reruns and backfill jobs

Keeping data consistent across multiple systems — CRM, ERP, e-commerce, support and marketing tools — so the same contact, order or product record does not diverge across platforms. Includes conflict resolution logic to handle cases where both systems have updated the same record.

• Bi-directional sync between two or more systems
• Field-level conflict resolution rules (which system wins per field)
• Duplicate detection using fuzzy matching on name, email and phone
• Merge logic for confirmed duplicates with source tracking
• Real-time sync via webhooks and event-driven triggers
• Scheduled reconciliation to catch missed real-time events
• Sync log with before/after values for each record change
• Dead-letter queue for records that fail sync validation

Automated alerts and notifications that inform the right people of the right events at the right time — stock below reorder level, deal won or lost, payment overdue, SLA breach, system error, or any other business event that requires a human response.

• Rule-based alert configuration on any data source or system event
• Threshold monitoring with configurable upper and lower bounds
• Multi-channel delivery: email, Slack, Teams, SMS, push notification
• Alert routing by severity, team, department or on-call schedule
• Snooze and acknowledge workflow for actionable alerts
• Escalation on non-acknowledgment within SLA window
• Alert suppression during known maintenance windows
• Alert history and response time reporting