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Operational systems

A done-for-you build that connects your tools and runs your workflows.

When you know what should happen automatically but do not have the time or the people to build it, we do the whole job: scope it, build it, test it with your team, and hand it over documented. Custom apps, integrations, portals, and workflows, built around how your business works.

Discuss Your BuildSee what we build
  1. 01

    Scope

    In writing

  2. 02

    Design

    Data, steps, approvals

  3. 03

    Build

    In phases

  4. 04

    Test

    With your team

  5. 05

    Launch

    And hand over

  6. 06

    Support

    If you want it

Which service

Three related services, three different jobs.

Business Process Automation

The outcome: less manual work, fewer delays and errors. Start here if you are still working out what to automate. See business process automation.

Custom Business Automation Build

The project: a defined, done-for-you build of the integrations, portals, and workflows that deliver that outcome, scoped in writing and handed over.

Custom Business Applications

A bespoke system that replaces spreadsheets and disconnected software. See custom business applications.

What we build

The pieces of a build.

  • Integrations between your tools

    Your CRM, calendar, email, forms, and accounting connected so information moves on its own.

  • Workflow automations

    The steps between your tools automated: routing, reminders, approvals, and handoffs.

  • Client and customer portals

    Secure places for clients to submit requests, see status, and share documents.

  • Custom apps for the gaps

    Small purpose-built applications for the parts no off-the-shelf tool covers.

  • Data synchronization

    One source of truth, with details kept consistent wherever they are used.

  • Admin and approval screens

    Simple screens where your team reviews, approves, and corrects what the system does.

Who needs it

  • Businesses that know the process they want automated but cannot build it themselves
  • Teams whose tools do not talk to each other, so people retype and chase
  • Owners who want one accountable party to scope, build, and hand over the work
  • Businesses that want to own what is built, with documentation

What it connects to

  • CRMs, including GoHighLevel and HubSpot
  • Calendars and booking tools, including Calendly
  • Email, Microsoft 365, and Google Workspace
  • Text messaging, including Twilio
  • Custom databases and APIs, with Make and n8n where they are the simplest option
Implementation

From scope to handover.

  1. Scope in writing

    A written scope: what will be built, what it connects to, what is out, and how we will know it works.

  2. Design the flow

    We map the data and the steps, and agree the screens, the integrations, and where a person approves.

  3. Build in phases

    Working pieces delivered in turn, so you see progress and can change direction early.

  4. Test with real cases

    We run it on real examples with your team and fix what they find before launch.

  5. Launch and hand over

    Deployment, documentation, and a clear handover, so nobody depends on us to understand it.

  6. Support and improve

    Fixes, monitoring, and improvements as your business changes, if you want them.

An example: a client request portal

An illustrative build. Your own workflow is designed around how your team works.

  1. 01

    Client submits a request

    In the portal

  2. 02

    Created in the CRM

    With the details

  3. 03

    Assigned

    To a team member

  4. 04

    Client sees status

    Without emailing

  5. 05

    Documents attached

    In one place

  6. 06

    Approval step

    A person signs off

  7. 07

    Completed

    Client notified

  8. 08

    Record updated

    For reporting

Human approval and handoff

  • Approval steps wherever an action is sensitive or hard to undo
  • Anything the automation cannot handle goes to a person with the context
  • Admin screens so your team can review, correct, and pause what runs
  • Documentation so you can maintain it yourself or hand it to another developer

Data protection and ownership

  • Systems get only the access they need, and you can revoke it at any time
  • Credentials stored securely
  • Your data stays yours
  • You own the custom work once the project is paid in full

What it costs, and how to start

Every build is a custom quote, quoted in advance based on scope: the number of workflows, the systems involved, the state of your data, and the approvals you want. To start, tell us the process you want automated. The first conversation is a free Business Growth Call. If you are not sure what to build first, the AI Opportunity Assessment gives you a written, ranked plan.

Related services

Questions about a custom automation build

Describe what should happen automatically.

Tell us the process and the tools involved. We will reply within one business day with a suggestion for how to scope it.

Discuss Your BuildSee pricing