PAutomation, Custom CRM & Private AI for Small Business & Companies

Systems that catch every lead, cut admin hours and belong to your company

Whether you run a 3-person service business or a 50-person operational company, growth stalls when your team is stuck doing manual admin—answering inquiries late, forgetting to follow up on quotes, retyping invoices, chasing subcontractor paperwork, and paying rising monthly fees for disconnected per-seat SaaS tools.

We design, build and maintain practical systems around how your business actually operates—starting with a clear audit or a single fixed-scope package.

A small office team looking at one screen together

Start here: Business Automation Audit & Roadmap (B1)

We sit down with you for 90 minutes (in person in Fredericton or on a call) and trace how inquiries, quotes, documents and invoices move through your business today. You leave with:

  • a clear map of your top operational bottlenecks and software costs;
  • three highest-ROI quick wins you can implement right away;
  • a written plan and fixed price for any custom build or package;
  • guidance on whether your project qualifies for Atlantic Canadian digital adoption grants (such as NB Digital Boost 3.0 or ACOA programs).

Request a Business Automation Audit →

Fixed-scope packages for small businesses & companies (B2–B16)

Every package has a fixed scope and a fixed price, quoted in writing before we start. Ask for the current package list.

Speed-to-Lead (Website / Ads → CRM → Instant Follow-up)

The problem: Leads from your website or ads sit in an inbox for hours while the customer calls the next contractor on Google. What we build: Form or lead submission instantly creates a CRM record, sends the client a clean SMS/email confirmation with a reference number, and alerts your phone.

Stop paying per task for Zapier or Make

The problem: Your Zapier or Make bill keeps climbing every time task volume grows or a multi-step workflow runs. What we build: We move up to 10 of your existing automations onto your own automation server in Canada — no per-task fees — with alerts if anything fails and notes on how it works.

Get-Paid Flow (Invoicing & Automated Payment Reminders)

The problem: You finish the work, send the invoice late, and feel awkward chasing overdue balances manually. What we build: Recurring or milestone invoices (Invoice Ninja, Stripe, or Square) with polite 3-stage automated payment reminders and instant paid notifications.

Receipts & Vendor Bills → Accounting Queue (Pilot)

The problem: Month-end means a shoebox or inbox full of vendor PDFs and phone photos of receipts that someone has to key in by hand. What we build: Forward an email or snap a photo—OCR extracts vendor, date, subtotal, and GST/HST into a clean human-approval table before export to your bookkeeper.

Missed-Call Rescue (Auto-SMS + CRM Log)

The problem: When your crew is on a job site or your front desk is busy, missed calls turn into lost jobs. What we build: Instant, consent-safe SMS reply when a call is missed (“Sorry we missed you—how can we help?”), logging the caller and their reply straight into your CRM queue. (Optional AI voice triage available as a controlled pilot.)

Website FAQ Assistant (Strictly Grounded in Your Docs)

The problem: Visitors ask the same questions about service areas, preparation steps, and policies—or generic chatbots invent prices you never approved. What we build: A website assistant grounded strictly in your approved FAQ documents, with a hard guardrail against inventing prices and one-click escalation to a human.

Private Knowledge Assistant for Professional Firms

The problem: Law firms, accounting practices, clinics and engineering offices want fast search across thousands of internal files without uploading client secrets to public AI clouds. What we build: A private assistant that answers from your own documents — and only shows each person what they are allowed to see — running on a Canadian server or a server at your office.

Trades Quote & Google Review Loop

The problem: Writing estimates takes your evenings, and happy customers forget to leave a Google review once the job is done. What we build: Fast quote generation from templates plus an automated thank-you and Google review request triggered when an invoice is marked paid.

Make sure your emails land in the inbox, not in spam

The problem: Client quotes land in spam, or your legacy CRM/scanner stopped sending mail after Microsoft disabled Basic Auth. What we build: We set up the email “ID cards” that tell Gmail and Outlook your mail is genuine, check you are not on any blacklist, and connect Microsoft 365 the modern, secure way.

Website & Perimeter Security Check

The problem: You don’t know if your website, admin login, or server ports are exposed to bots, credential stuffing, or outdated plugins. What we build: Non-intrusive perimeter audit (DNS, SSL/TLS, HTTP headers, exposed admin panels, Cloudflare WAF / Zero Trust readiness) with a prioritized action report.

Paper Cheque Exit & Strike-Proof Digital Invoicing

The problem: Postal delays and paper cheques stall your cash flow and create manual bank-run overhead. What we build: A clean transition from mailed paper invoices and cheques to digital invoicing, automated Interac e-Transfer for Business / EFT remittance instructions, and payment matching.

Employee Offboarding Lockdown & “Zombie SaaS” Audit

The problem: Former staff or contractors still have active tokens in shared folders, or your company credit card is quietly billed every month for unused software seats. What we build: A same-day offboarding workflow (Microsoft 365 / Google Workspace, shared passwords changed in your team password vault, access to company systems closed) plus a complete audit of recurring SaaS subscriptions.

Vendor Payment-Change Verification (BEC Fraud Shield)

The problem: Construction and service businesses across Canada are targeted by email scammers impersonating vendors and asking to “update bank EFT details.” What we build: A mandatory two-channel verification workflow and approval log whenever a vendor’s banking or payment details change—so no invoice is paid to an unverified account.

Subcontractor COI & WorkSafeNB Compliance Portal

The problem: If a subcontractor’s Certificate of Insurance (COI) or WorkSafeNB clearance expires mid-project, your company inherits the liability. What we build: A passwordless subcontractor document upload portal with OCR expiry-date extraction, 30/14/7-day automated reminders, and a clear red/green status check before invoices are approved.

Custom CRM & core infrastructure (when you outgrow packages)

When your company needs a complete operational backbone rather than a single workflow, see our core service lines:

Every package and custom system can be paired with a B12. Business Care Plan: proactive flow monitoring, connector updates, backup verification, and one small workflow adjustment per month.

Ask for a short discovery call → · or email [email protected]

A9Next step

Tell us what you’d like to simplify.

Two or three sentences are enough. A person on our team replies, we talk it through, and you get a written plan with a fixed scope and quote.

Get a plan & quote [email protected]
Email Get a plan & quote