Contractor Lead Follow-Up Automation
Repeated copying of inquiries, routine data entry, and missed follow-ups can leave owners chasing information instead of reviewing exceptions.
Website formsCRMTask management
View project Work built around clearer ownership, better visibility, and less repetitive effort.
Each page separates concepts, owner-reported outcomes, and in-development work. Controls and validation are shown alongside expected benefits.
7 projects
Contractor CRM Lead & Estimate Tracker
Contacts, estimates, messages, and notes can become scattered, leaving ownership and estimate status unclear.
CRMEmailEstimate records
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Website-to-CRM Integration
Manual copying between tools can create conflicting records, duplicate updates, and reconciliation work.
Website formsCRM APIsHosting
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Invoice & Payment Visibility Dashboard
Manual reports can hide overdue invoices, partial payments, and an unclear payment status.
Bookkeeping recordsInvoice dataPayment records
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Bookkeeping Client Document Hub
Email attachment searches and repeated missing-document requests can obscure client progress and monthly status.
Secure authenticationPrivate file storageAccess policies
View project Illustrative workflow
Inbox Classify Draft Review
Shoe-Store Website & AI Email Automation
An anonymous physical and online shoe retailer needed help reducing repetitive email work while keeping uncertain messages available for human review.
n8nSupabaseGemini
View project System direction · illustrative
FlowDesk
Data
AI assist
Notify
SBF FlowDesk
Owner-led operations can span disconnected workflows, CRM activity, notifications, and AI-assisted tasks without one clear routing layer.
n8nSupabaseHubSpot
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