Automation Systems

Intake, follow-up, and pipeline automation built to scale.

We connect your forms, CRM, messaging, and scheduling into a single intelligent system.

From lead capture to booked consults, every step is automated and trackable.

Holographic automation dashboard

Core automations

  • Lead intake + qualification
  • SMS/email follow-ups
  • CRM pipeline updates
  • Scheduling + confirmations

What we automate

Lead intake + qualification

Structured forms or AI-assisted intake that captures the right details every time.

Follow-up sequences

Timed, personalized email/SMS sequences that keep momentum moving.

CRM updates + routing

Auto-tagging, ownership assignment, and stage progression without manual work.

Scheduling + reminders

Smart booking flows, confirmations, and no-show reduction.

Automation packages

Orbit

Lead capture launch

Intake form + CRM routing + basic follow-up sequence.

Nebula

Conversion engine

Multi-step follow-ups, qualification logic, and calendar automation.

Horizon

Full pipeline system

End-to-end workflow automation with reporting and optimization.

Results you can expect

Faster response times, fewer dropped leads, and a pipeline your team can trust.