Automation solutions
From lead capture to CEO dashboards — every workflow shipped as production software.
Website → CRM Automation
Every website enquiry lands in your CRM in seconds — enriched, scored, assigned and acknowledged automatically.
CRM → WhatsApp Automation
Every CRM event — new lead, stage change, missed follow-up — triggers the right WhatsApp message automatically, with replies logged back to the deal.
WhatsApp → AI Employee Automation
Every WhatsApp message is triaged instantly — routine questions handled by AI, high-intent leads passed to a human with full context.
AI Employee → Sales Team Handoff
Qualified leads land on your salesperson's desk with a full conversation summary, buyer intent score and pre-booked calendar slot.
Sales → Executive Dashboard Automation
Every sales activity flows into a real-time executive dashboard with pipeline, forecast, conversion, response time and revenue attribution.
Email Automation
Lifecycle email that drips, nurtures, wins back and upsells — personalised, tested and attributed to revenue.
Marketing Automation
Cross-channel marketing automation across email, SMS, WhatsApp, push and ads — orchestrated as one journey per customer.
Appointment Booking Automation
Customers book themselves into your calendar, get automatic reminders and receive post-visit follow-ups — with no admin overhead.
Lead Qualification Automation
Every lead is enriched, scored and qualified before your team sees it — so salespeople only spend time on real buyers.
Quotation Automation
Quotations generated, approved and sent in minutes rather than days — branded, accurate and tracked to acceptance.
Proposal Automation
AI-drafted, human-reviewed proposals delivered in hours — with tracking, e-signature and CRM integration.
Invoice Automation
Invoices generated, sent, tracked and reconciled automatically — with reminders on overdue balances.
Reminder Automation
Appointment, payment, renewal and follow-up reminders sent across email, SMS and WhatsApp — with response capture.
Customer Follow-up Automation
Every customer interaction triggers the right follow-up sequence — automatically, in-brand and CRM-tracked.
Support Ticket Automation
Support tickets classified, prioritised, routed and often resolved by AI — with humans handling only what needs judgment.
Internal Team Automation
Internal workflows — approvals, requests, checklists, hand-offs — orchestrated automatically so teams stop chasing each other.
HR Automation
Hiring and people ops automated end-to-end — from candidate screening to onboarding and performance reviews.
Finance Automation
Bookkeeping, reconciliation, reporting and cashflow forecasting automated on top of your accounting system.
CEO Dashboard Automation
A single live CEO dashboard with the 12 metrics that actually matter — plus a daily brief and alerts on threshold breaches.
AI Executive Assistant
An AI assistant that manages your calendar, drafts responses, prepares briefings and handles the admin around executive work.
Business Knowledge Base Automation
Your entire company knowledge — SOPs, contracts, playbooks, product docs — searchable and question-answerable via AI.
AI Call Agent Automation
AI voice agents that make outbound calls at scale — qualifying leads, booking meetings and running surveys in your brand voice.
AI Receptionist Automation
24/7 AI receptionist that answers every call, routes to the right team, books appointments and creates CRM entries.
AI Customer Support Automation
AI-powered customer support that resolves 40–70% of tickets instantly and passes the rest to your team with full context.
AI Business Consultant Automation
An AI consultant that continuously analyses your business data and produces executive briefs and recommendations.
Voice AI Automation
A full voice AI platform — inbound, outbound, IVR replacement, meeting notes and voice commands.
Document Automation
AI extracts, classifies and routes documents — invoices, contracts, forms, IDs — into your systems automatically.
Proposal Generator Automation
Generate polished, on-brand proposals from a short brief — reviewed by humans, sent in hours instead of days.
Social Media Automation
Content planned, produced, scheduled and published across every channel — with engagement reporting and community management.
Marketing Analytics Automation
Full-funnel marketing attribution — from ad impression to closed revenue — updated in real time.
Workflow Automation
Custom workflow automation across your entire tool stack — mapped, engineered and owned by AIM.