You pay for Salesforce. Let it start working for you.
We build Salesforce Flows that eliminate manual data entry and repetitive tasks for small businesses — so your team spends its time with customers, not keyboards.
Sound familiar?
- Your team types the same information into Salesforce two and three times.
- Getting data from a webpage into Salesforce means copying it over one field at a time.
- Follow-ups depend on someone remembering to do them.
- New leads sit untouched because assigning them is a manual chore.
- Reports are stale because updating records is nobody’s favorite job.
Every one of these is a task a Flow can do instantly, every time, without being asked. That’s what we build.
How it works
- Free automation review. A 30-minute call where we walk through how your team actually uses Salesforce and point out the tasks that shouldn’t be manual. You leave with a list of quick wins whether or not we work together. Prefer face-to-face? In-person reviews are available in Austin and the surrounding areas.
- We build the flows. Scoped, tested, and documented. No 6-month projects and no hand-offs to junior consultants; most engagements are measured in days, not quarters.
- You get your hours back. Your team stops retyping and chasing, and Salesforce quietly does the busywork on its own.
We only take on a few clients at a time — on purpose
Big consultancies juggle dozens of accounts and you get whoever’s available. We cap our client roster so that when we take on your project, it has 100% of our attention until it’s completed to your satisfaction. Not handed off. Not squeezed between bigger accounts. Done, working, and explained to your team.
10+ years as a Salesforce admin building flows and automation · Small-business focus · A limited client roster, so your project is never in a queue
Ready to stop retyping?
Book your free automation review and find out what your Salesforce could be doing for you.