SMB AND MID-MARKET · PRACTICAL AUTOMATION

Results before you need an AI department.

We find and build first the automations that pay back fastest — without building an internal AI department. Leverage for owner-led teams, starting with one workflow that really eats up time.

It’s a plain email: describe one process in your own words, and we’ll come back with a concrete next step — no obligations.

Abstract visualization of practical automation for SMBs — proposal, CRM/ERP and email workflows tied into one process, in a green-and-steel palette.

WHAT EATS UP TIME

Work that holds back growth — daily and quietly.

  • Manual RFPs and proposals

    The team loses time reading tenders and matching specifications to products. You react to other people’s specifications instead of shaping demand earlier.

  • Gaps in CRM and ERP

    Leads and orders live in email, Excel and people’s memory. Someone copies data between systems, and some opportunities never make it into the process.

  • Repetitive email

    The inbox is the company’s actual operating system — triage, classification and replies consume hours that could go to the customer.

  • Knowledge locked in people

    History, product rules and acceptance criteria sit in people’s heads and old files. It’s hard to reconstruct when someone is away or leaves.

  • Sales stuck in admin

    Sales reps spend time on administrative work instead of the customer relationship. More throughput today means more headcount, not a better process.

WHAT WE BUILD

A workflow that starts to pay back.

General AI tools can summarize, but they don’t know your prices, product rules, permissions or acceptance criteria — until we build a system around them.

Proposals and RFPs

Tender analysis, product-card indexing and RAG matching — from the specification to a draft proposal.

Product data

Cleaning up and enriching product cards and automating product and media metadata.

CRM / ERP

Wiring leads into the process, lead-to-opportunity automation, workflow stages and a permission model — including ERPNext-based deployments.

Summaries

Inbox triage, classification by project and daily summaries — so email stops being a bottleneck.

Knowledge systems

Knowledge capture and RAG that turn what’s in people’s heads and documents into usable, institutional memory.

EVIDENCE

Capabilities proven by real work.

We describe what the system does, not who the client is — work at clients is anonymized by default.

  • A tender-analysis workflow built for a manufacturer with a large catalog — the go/no-go decision down from 8h to 15min, at a cost ~90% lower; a RAG index of product cards prepared once and reused across every tender and in lead-gen flows.
  • A CRM pipeline in ERPNext built for a manufacturer with a configurator — every inquiry lands in the CRM as a deduplicated lead routed by role; Kanban, stage gates and a permission model documented for handover.
  • An operational workflow in ERPNext designed end-to-end for a mid-market furniture manufacturer — ten lifecycle stages from lead to close, each with described acceptance criteria.
  • A project-email intelligence agent in M365 — triage, project classification, a daily digest; every outbound action passes through a human approval gate.
  • A product-image metadata enrichment tool — from raw photos it generates SEO-grade names and alt text so e-commerce listings are searchable from day one.
  • The full product: see AI Proposal Agent on the Products page.

Many examples are anonymized due to client confidentiality. We describe proposal-stage work as “designed,” and only delivered and active systems as “built / active.”

HOW WE WORK

A small pilot, hard proof, only then scale.

  1. Map one workflow

    We pick one repetitive, manual process — the one that consumes the most time and depends most on a single person.

  2. Build a small pilot

    We build a narrowly scoped pilot with a clear boundary, a human approval path and integration points.

  3. Measure

    We check the effect on real work — whether the process is genuinely faster, lighter and less dependent on a single person.

  4. Harden once the value is real

    Only once the value is confirmed do we harden the workflow into production — with monitoring, permissions and handover.

LET’S START

Let’s automate the first workflow that pays for itself.

Show us one process — the most manual, the most repetitive — and we’ll find within it the first pilot that pays back the fastest.

Map the first workflow

It’s a plain email: describe one process in your own words, and we’ll come back with a concrete next step — no obligations.