Workflow Automation for B2B Companies
Keep your B2B company organized, connect your entire SaaS stack into one unified system, and pack your pipeline using automation and AI tools.
Common workflows for VC companies:
Supercharged CRM with AI Features
Seamlessly keep track of your client relationships with a customized CRM that not only stores contact information, but tracks emails and phone calls, and creates meetings and reminders for follow-ups. Stay up-to-date with the automatic enrichment of the most valuable and relevant client information.
- AI Email Correspondence: Use OpenAI’s GPT-3 to automatically respond to emails, drastically cutting down on customer service times.
- Instant Contract Creation: Generate auto-populated contracts, NDAs, proposals, and more at the touch of a button.
- Valuable Insights: Gain unparalleled insights into your deal flow to calculate and evaluate KPIs, drop-off points, and more.
New Product MVP Development
By using no-code tools, we can quickly and cost-effectively create minimum viable products (MVPs) to test potential new ideas before investing in a full product build-out. Gain customer feedback quickly so you can move faster through the creation process.
- Low Barrier of Entry: With little technical resources, MVPs can be created without hiring a engineering team.
- Rapid Iteration: Make changes on the fly as customers give feedback, so you know exactly what to build when the time comes.
- Minimum Cost: By using pre-existing no-code tools, we can create MVPs at a fraction of the cost.
Productize Your Business
Transform your company into a repeatable business that can be scaled to the moon. By productizing your offerings, customers will have an easier time deciding what they need, making the transition from lead to customer 10x faster.
- Simplified Processes: Reduce manual labor by using preset automations, making operations more cost-efficient.
- Increase Profitability: Create higher-value offers with larger margins - monetize them with repeat customers, helping to boost profits.
- Competitive Edge: Productizing your business makes it easier to stand out and attract customers in an increasingly competitive market.
Automated HR Systems
Automated recruitment and HR workflows bring your systems and processes together to recruit the best talent and give off a superior impression of your company. Maintain a strong and competitive company workforce as you scale.
- A to Z Hiring: Automate all of the hiring steps, from creating job postings to scheduling interviews to onboarding new hires, so you can focus on finding the right candidates.
- Always Up-To-Date: Maintain a database of the absolute best candidates, with automatic updates and enrichment of information such as job changes.
- Efficient Tasks: Simply and automate away the tasks of calculating wages, expenses, company charges, and payroll processing.
The Ultimate Solution for Unifying Your Company operations
Connect all of your teams together to operate as one streamlined, functional unit. Gain a birds-eye-view of your organization so you understand your entire business.
Revolutionize Your Business
Connect all of your company's departments, from marketing to sales, operations to production, finance, and more. Ensure all teams are using relevant, up-to-date information without tedious and time-wasting back and forth.
Stay Coordinated and Aligned
Keep your teams in perfect sync as clients move through your funnel. Automatically pass data, such as tasks and assets, to the appropriate department as clients advance along your workflow.
All Your Data in One Place
Provide unique, real-time dashboards to each team, along with one central, unified dashboard where you can view the true status of your entire business. Reduce reporting overheads and provide real-time data to clients and talent.
Book a Consultation to hop on a quick call with one of our in-house workflow experts
What Our Clients Are Saying,
and why they love working with us!
Glenn Tucker
Left Lane Capital
Bobak Emamian
Debut Capital
Blake Oswalt
Toba Capital
Chris Walton
Eton Venture Services
Not sure how workflow automation can help?
Are you interested in discovering how automation can transform your business overnight? Then look no further, this eBook is packed with ideas, best practices, case studies and tips and tricks to spark your imagination and optimize your workflows.
Learn the A-Zs of automation, and how you can leverage it in your business!
Work with certified experts in over 100+ no-code tools
By using these tools we move 10x faster than development teams, and once we hand the project off to you, you can easily make changes as your company grows without needing to hire expensive engineering talent.
