What we build for businesses like yours
This is what we mean by
‘smart automation’
Here’s a real-life example of an automation we’ve already built.
Not always a ready-made product, but a solution tailored to one specific client’s workflow and one we’d be happy to build for you too.
The goal: save time, reduce errors, and create room to grow.
Every business works differently. That’s why this isn’t a blueprint, but a solid starting point.
Curious how much time you could save?
Just click the plus.
Turn your CRM into a working system — not just a database
Turn scattered contacts into a streamlined customer journey
Many businesses treat their CRM like a filing cabinet:
Scattered data, incomplete profiles, and no clear view of where clients are in the process.
The result?
Poor follow-up, missed opportunities, and way too much manual work.
For several clients, we’ve built CRM flows that support the entire customer journey — from first contact to follow-up and reactivation.
And we don’t just organize the system — we automate the work that slows you down.
Think of:
- Automatically creating new leads from forms or incoming emails
- Auto-tagging based on behavior or segmentation
- Triggered email flows or task creation when statuses change
- Follow-ups like review requests, reminders or upsell moments
- Smart dashboards showing follow-up, pipeline and customer status
Whether you work with freelancers, manage a sales team or guide clients as a consultant — your CRM becomes a living system.
Not something you need to remember — but something that works for you.
CRM flows that work — not just store data
A CRM only adds value if it’s accurate — and alive.
But many systems get stuck at scattered data and unclear follow-up.
Touchpoints are missed, statuses fade, and no one really knows where the client stands.
We help you set up your CRM to match how you actually work — and then automate everything else.
New lead? Automatically created.
Intake completed? Next task scheduled.
No contact for a while? Time for a reminder.
You focus on what matters — FlowBuildr handles the rest.
We work with your tools and your processes, so you don’t have to start from scratch.
Everything is tailored to your business, your customer journey, and your team.
No idea where to start? That’s exactly our job.
We’ll map out your customer process, show you where the biggest wins are, and build a CRM that actually works.
Simple, logical and scalable.
STREAMLINE YOUR BUSINESS TODAY