The situation you are in
Quotes take half a day. Invoices are keyed in by hand. WhatsApp leads never reach the CRM. The same report is rewritten every Monday.
What you hold at handover
Hours saved per week are measured and reported, not estimated.
Scope
- n8n / Make workflow design and deployment
- Quote and contract generation with approval chains
- Invoice and delivery-note reading, accounting hand-off
- WhatsApp – CRM – email bridge with automatic follow-up
- Report generation and scheduled digests
- Failure alerts and human hand-off, with no silent gaps