Service 05

CRM & Workflow Automation

Your tools don't talk to each other. Data lives in three places. Nothing's connected. BotMate fixes the plumbing so your business runs as a system.

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How It Works

We map your current process — how leads come in, how jobs are created, how invoices get sent, where things fall through the cracks. Then we connect the tools you already use and automate the handoffs between them.

A lead form fills in → CRM contact created → job booked → quote sent → job completed → invoice triggered → review request sent. All without anyone touching a keyboard between steps.

What You Get

  • Process mapping session — we document your current workflow
  • Tool integration (CRM, booking platform, email, invoicing software)
  • Automated data entry — no more copy-pasting between apps
  • Lead-to-invoice pipeline automation
  • Automated review request sequences post-job
  • Custom trigger/action workflows built to your process
  • Ongoing support and workflow tuning
  • Monthly pipeline health report

Common Integrations

HubSpot Pipedrive ServiceM8 Tradify Xero MYOB Google Workspace Outlook Zapier Make Calendly Acuity

Pricing

$0setup
$199/mo

$40 first month, then $199/mo. All five automations included — use one or use them all.

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Best For

  • Businesses with 3+ tools that don't connect
  • Teams wasting hours on manual data entry
  • Businesses scaling beyond one person
  • Anyone whose process is "in their head"

Part of a Package?

CRM Automation is a centrepiece of the Real Estate Lead Pack and available as an add-on to any package.

Your process should work without you in every step.

$40 first month. We'll map, build, and automate it — so you can focus on the work, not the admin.

Start for $40 →