Travel agencies
Travel CRM and operations system for flight sales
Enquiry ownership, case history, timed follow-ups, PNR-linked sales and post-sale service checks in one custom CRM.
CRM setup · AI automation · Workflow automation
CRM & AI Automation Services
From CRM setup and implementation to AI, workflow and sales automation, we connect your people, processes and data with systems built around how your business works, for small businesses, growing teams and factories.
FreeA no-obligation call with our automation team about your CRM, workflows and next steps.
CRM, automation & AI partner for growing businesses.
Building digital experiences since 2015.
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Brands we've built for
Block polishing / BLK-101Representative interface / sample data
Part 1After-polish allowance: 5 cm / 5 cm
| Slab | Gross L/H (cm) | Net L/H (cm) | Net SQFT | Quality | Container |
|---|---|---|---|---|---|
| 1.1 | 198 x 98 | 193 x 93 | 19.320 | FC | 19001 |
| 1.2 | 205 x 95 | 200 x 90 | 19.375 | FC | 19001 |
| 1.3 | 212 x 101 | 207 x 96 | 21.390 | FC | Unassigned |
| 1.4 | 194 x 92 | 189 x 87 | 17.699 | FC | Unassigned |
Every slab has a production story: before- and after-polish measurements, quality and container assignment in one slab-level view.
Container loading / 19001Representative interface / sample data
Sheet or block replacement
| No. | Type | Source | Slab No. | SQFT | Quality |
|---|---|---|---|---|---|
| 1 | Block | BLK-101 | 1.1 | 19.320 | FC |
| 2 | Block | BLK-101 | 1.2 | 19.375 | FC |
| 3 | Sheet | SHT-201 | 18 | 20.140 | FC |
Assign available slabs, review and replace when needed, then track the container through reporting, loading and loaded views with Excel exports.
All sheets / stock overviewRepresentative interface / sample data
| Sheet | Total slabs | Arrived | Not arrived | Polished |
|---|---|---|---|---|
| SHT-201 | 120 | 110 | 10 | 96 |
| SHT-202 | 80 | 80 | 0 | 72 |
Reports connect production activity to stock and recovery views, with filters and exports for each team.
Switch tabs to explore the workflow
Featured Automation Work
From Block Yard to Loaded Container.
A custom ERP for granite and stone operations, connecting inspection, slab measurements, polishing, stock visibility and container loading in one operational workflow.
Featured projectStone operations ERP
IndustryGranite processing & stone export
ScopeProduction, inventory & dispatch
ApproachCustom web application
The brief
One workflow. Six operational stages.
Stone operations need more than a list of customer leads. Teams must connect physical blocks and individual slabs to production measurements, quality and the container they are assigned to.
- 01Block inspectionIdentity, marking details and location.
- 02Arrival & chippingBefore-polish slab measurements.
- 03PolishingAfter-polish dimensions, net area and quality.
- 04Stock visibilityArrived, polished and unassigned slabs.
- 05Container loadingAssign, edit or replace slabs.
- 06Reports & exportsSheet, block recovery and container reports.
What the system enables
- Reports with contextSheet, block recovery, container and unassigned-stock reports.
- Allowance edit historyChanges keep the actor and old / new values for review.
- Role & location accessPermissions separate operational responsibilities.
- Backup monitoringBackup verification, status notifications and a central health monitor.
Anonymized implementation case study. Interfaces are representative with fictional sample data, not production screenshots. Benefits are capability-based; no ROI figures are claimed.
More Case Studies
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Systems We've Built for Real Operations.
CRMs, ERPs and operations platforms for travel, logistics, trading, manufacturing, finance and retail teams. Each case study walks through the workflow, modules and screens.
Export freight forwarding and customs clearance
Shipment, cost sheet and billing system for an export forwarder
ICD export shipments, nine operational steps, cost sheets with approval, vendor allocation and GST billing in one system.
Sugar trading and distribution
Custom ERP for sugar trading and distribution
Mill purchases, delivery orders, dispatch reconciliation, bill documents and customer receipts connected in one trade-operations ERP.
Granite and stone processing
Purchase and stores software for a stone processor
Purchase orders, partial receipts, accountable stock issues, item history and location-wise stock for a granite factory's stores team.
Agri-commodity market research
Market intelligence platform for agri-commodity research
Automated price feeds, data quality checks, trade boards, parity models, alerts and branded reports for subscribers.
Property valuation for lenders
Valuation operations platform with a field app
A searchable archive of legacy valuation reports, one case MIS, engineer dispatch and an Android field app with GPS-tagged site photos.
Stockbroking and capital markets
Client onboarding and KYC software for a stockbroker
Guided KYC, nomination, documents and recorded video IPV in one application record, with a back-office review workspace and e-sign handoff.
Floral and gifting retail
Order and fulfilment software for a floral retailer
Shopify and manual orders, delivery slots, bouquet recipes, gift messages, WhatsApp updates and Zoho invoices in one workspace.
Services · 9 ways we can help
CRM setup, AI automation & workflow automation services.
Start with CRM setup for your small business or automate a whole process. Our automation consultants build around your processes, team and goals.
CRM setup & implementation
End-to-end CRM implementation services: we map your sales process, configure pipelines, import your data and train your team.
Get a quoteCRM automation
Automatic lead capture, assignment, follow-ups and reminders, so every enquiry gets a next step.
Get a quoteMove to one CRM
Bring leads, contacts and deals out of spreadsheets or an old tool, cleaned and de-duplicated.
Get a quoteAI automation & agents
AI agents and assistants that qualify leads, answer common queries, summarise conversations and keep your CRM up to date.
Get a quoteIntegrations & APIs
Keep leads, orders and customers in sync across the tools you already use.
Get a quoteDashboards & reporting
See pipeline, team activity and revenue in one live view.
Get a quoteBusiness process automation
Our business process automation services replace repetitive handoffs, approvals and manual updates.
Get a quoteSales automation
Quotes, follow-up sequences, pipeline alerts and reports that give your team more time to sell.
Get a quotePRM & partner portals
Give dealers, distributors and resellers their own portal to register leads, track deals and get the resources they need.
- Partner loginOwn portal per dealer
- Shared leadsAssign & track deals
- ResourcesPrice lists & brochures
- CommissionsPayouts at a glance
Choose Your Starting Point
Whatever Stage You're At, Let's Automate What's Next.
From your first CRM to automating a whole factory workflow, we help you move forward with the right system.
CRM Setup for Small Business
Move off spreadsheets with a CRM set up around your sales process, ready for your team from day one.
AI & Workflow Automation
Automate lead routing, follow-ups, approvals and reporting so your team spends less time on admin.
Factory CRM & Factory Automation
Manage dealers, distributors, quotes, orders and dispatch in one factory CRM built around how your plant works.
Why choose our AI automation agency?
More Than Software. A Better Way to Work.
Our business automation services bring strategy, design and development together, so the systems we build fit the people who use them every day.
Talk to an Automation ConsultantBuilt Around Your Process
We map how your team really works before choosing tools, fields or automations.
AI Where It Actually Helps
We use AI for qualifying, replying and summarising, and keep people in the loop for decisions.
Clear, Collaborative Process
Defined milestones, transparent communication and feedback throughout the project.
Built for What Comes Next
A CRM and automation setup that can grow with new teams, channels and partners.
How Our CRM Implementation Works
From First Conversation to a System That Works.
A straightforward process that keeps your CRM and automation project organised, collaborative and moving forward.
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Discover
We learn how your business works, where work gets stuck and what success looks like.
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Map & Design
We map your pipeline, workflows, integrations and the screens your team will use.
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Build & Automate
We set up the CRM, build the automations and connect your tools, sharing progress as we go.
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Launch & Improve
We test key journeys, train your team and keep improving after go-live.
CRM & Automation FAQs
Good Questions. Clear Answers.
Frequently asked questions
What do your CRM setup services include?
Our CRM setup and implementation services cover process mapping, choosing or configuring the CRM, pipelines and custom fields, data import, user roles, automation rules, integrations and team training.
Do you offer CRM setup and AI automation for small business?
Yes. We offer CRM setup for small business teams and AI automation for small business workflows, starting with what you need now and keeping the system simple to use.
What can AI automation do for my business?
AI automation can qualify and route leads, reply to common questions, summarise calls and emails, draft follow-ups and keep CRM records updated, so your team spends less time on admin.
How long does a CRM implementation take?
Timing depends on the scope, integrations, data and feedback involved. After discovery, we share a project plan with milestones tailored to your needs.
Do you build factory CRM and factory automation?
Yes. For manufacturers we set up CRMs that track dealers, distributors, enquiries, quotes and orders, and automate updates between sales, production and dispatch.
What is the difference between CRM and PRM?
CRM helps your team manage customer relationships, sales and service. PRM focuses on partners such as resellers or distributors, including shared resources and opportunities. They can also work together.
Can you automate the tools we already use?
Often, yes. We first review your tools, available integrations and workflow requirements, then recommend an approach that fits.
Do you offer support after launch?
Yes. Post-launch support, improvements and new automations can be planned based on the level of help your team needs.
Ready to Automate?
Let's Build a Smarter Way to Work.
Tell us where work gets stuck. We'll recommend the right CRM setup, AI automation or workflow automation to fix it.