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Business Automation

Business Automation

Your customers deserve the best

With our back-office Business Automation software, you’re able to manage customer orders, jobs and projects seamlessly from the point of sale. Automating simple things like customer updates is just one of the many ways you can make your customers feel appreciated without wasting unnecessary time on your end.


Speed up your business

Business Automation includes a range of time-saving automations and integrations that can help your business grow.

Key Integrations

Key Integrations

Integrate with Xero and QuickBooks, and import records directly for a seamless experience. Create invoices and other documents which can be exported directly into your accounts without hassle.

Advanced Automations

Advanced Automations

Don't spend time creating documents manually when we can do it for you. Create advanced automations that can allow your team to automatically create a range of documents when a status is changed.

Control Costs

Control Costs

Never miss out on the important stats. Keep track of all finances within your business through our advanced reporting, so you can see where money is coming in and where it is being spent.


How much can you save?

See how much time and money you could save every month

Average annual salary per employee:
Number of employees:
Currency:
1) On average, customers using this plan save 35 hours each month for every user on the system.
2) Estimated salary savings are calculated based on 1,650 working hours per year.
3) The monthly price is based on the individual user price multiplied by the number of user licences.
4) Monthly return on investment (ROI) is calculated as estimated salary savings minus the monthly price.
5) None of the calculations take into account the price for the kickstart in months 1-4.
6) While these numbers provide an accurate representation across our whole customer base, time savings can vary from customer to customer.

Estimated time saved

35

hours per month

Monthly price

£79

per month

Estimated salary savings

£212

per month

Monthly ROI

£133

per month

Like what you see? Request a quote:

What do you get with your Business Automation subscription?

If you can’t find what you are looking for in the list below, consider checking out our Service Automation plan.

CRM

CRM

Manage your customers and contacts in our flexible CRM

Leads Management

Leads Management

Create pipelines with custom stages for different types of leads

Items Management

Items Management

Store & manage products or services with custom fields, images & more

Quotations

Quotations

Create, send & manage quotations or proposals

Task Management

Task Management

Manage tasks across your entire business and user base

Real-Time Reporting

Real-Time Reporting

Produce highly detailed reports across the modules, and drill down to item level reporting

Supplier Relationship Management (SRM)

Supplier Relationship Management (SRM)

Manage your relationships with your supply chain

Job / Sales Order Management

Job / Sales Order Management

Organise yourself with job / sales order management

Project Management

Project Management

Manage project timelines and track budgets across 1 or more jobs

Automations

Automations

Rules based automation to massively reduce business administration

Invoices

Invoices

Create, send & track Invoices & Proformas at the click of a button

Purchase Orders

Purchase Orders

Create send & track Purchase orders at the click of a button

Requests for Quotations

Requests for Quotations

Create, send and manage RFQ's to 1 or more supplier in a couple of clicks

Stock Control

Stock Control

Manage your inventory, book goods in via purchase orders, goods out via delivery notes

Delivery Notes

Delivery Notes

Create, send, print & track delivery notes at the click of a button

eForms

eForms

Generate signed paperwork, certificates, obtain approvals & more


Frequently Asked Questions

Below are some of the commonly asked questions around our subscription plan.

Business automation software is an application or software specifically designed to improve and streamline the processes within your business by automating repetitive routine tasks, which otherwise would have involved manual work.

You absolutely can, the question is whether you need to?

Ordinarily, our customers fall into one of two camps, either Business Automation or Service Automation, and it depends entirely on the nature of your business.

If you sold physical assets which needed to be tracked for warranties, or if you provide some ongoing service contracts for example maintenance or support, the move to Service Automation would be wise.

It is not uncommon for customers to transition through all different plans as their needs change or they want to get further gains from the software.

Happy customers! Yes, we know it sounds corny, but it’s true!

Of course, as a business you get visibility of everything, reduce errors, save time, but the net result from all of that is you can deliver a far better service to your customers and keep them coming back to you, and telling everyone how awesome it is working with your business.

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