Leveraging Microsoft Power Automate & other necessary tools, we developed a brand new workflow system to streamline and optimize their department's operations, reducing manual manpower requirements by 90%.
Automated functions such as updating databases, sending email reminders, archiving important documentation, scraping & parsing data etc.
To maximize lead conversion and client retention, we created an automated CRM system using Make.com and CRM tools (e.g. ClickUp).
Automated features include sending "welcome email" to new leads, updating of ClickUp database on client's details/status, booking of calls etc.
We created an Automated Project Management system using ClickUp for this local startup.
Automated various workflow processes based on founder's demand to save on cost and manpower.
"You're either the one that creates the automation or you're getting automated." - Tom Preston-Werner