// SMB Workflow Automation
Stop being the glue between your tools.
I connect the software you already pay for — CRM, accounting, scheduling, email, forms — using n8n, Make.com, Zapier, and custom webhooks. Your data moves on its own; your team stops copy-pasting.
// Sound familiar?
The work that eats your week.
- Leads land in an inbox and wait hours (or days) for a reply or a quote.
- Someone re-types the same customer details into the CRM, the invoice, and the calendar.
- Invoices go out late because the job-done signal never reaches billing.
- Nobody knows which follow-ups slipped until a customer complains.
// What you get
CRM-to-billing sync
Won deals and finished jobs create invoices automatically, with the right customer, amounts, and terms.
Instant lead & quote dispatch
New inquiries get routed, answered, and quoted in minutes — not whenever someone checks email.
Alerts that matter
Multi-system notifications for the exceptions only: stalled deals, unpaid invoices, missed calls.
// How it works
Step 01
Map
I trace one workflow end to end and find the hand-offs that cost the most time.
Step 02
Build
I wire it up in the tool that fits your stack and budget, with error handling and logging.
Step 03
Hand off
Your team gets a short playbook, and I watch the numbers for the first weeks.
Not sure where to start?
Get a no-cost, one-page AI Brief on your business first. Based in Houston, working with SMBs nationwide.