Find the bottleneck
We look at the repeated work, systems, and handoffs slowing your team down.
Business process automation
Automate Repetitive Work. Save Time and Reduce Costs.
ProcessLive designs custom workflows that connect your business tools, reduce manual effort, and help your team spend more time on the work that moves the business forward.
Start with a free automation opportunity assessment and a clear recommended plan.
Workflow overviewACTIVE
01New website lead
02CRM record created
03Team notification sent
04Follow-up task assigned
Manual steps
Reduced
Support
Ongoing
Platform credentials
How it works
A practical path from manual process to working automation.
Design the workflow
You get a clear recommendation for the process, integrations, and outcomes to build.
Build and connect
We implement the agreed workflow and connect compatible business systems.
Launch and improve
We test the automation, launch it safely, and support practical improvements.
Automation services
Start with the workflow that costs your team the most time.
01
Connect CRM to Website
Connect your CRM to your website so new leads move into the right workflow without manual copying or missed follow-up.
Explore service02
Automate Document Processing
Automate document processing to reduce manual data entry and move information between the systems your team uses.
Explore service03
Email Workflow Automation
Create email workflow automation that helps your team send consistent, timely customer communications without repetitive manual work.
Explore service04
Automate Invoice Processing
Automate invoice processing to reduce repetitive handling, keep information moving, and create a clearer finance workflow.
Explore serviceCustom project pricing
A clear quote based on what you actually need.
Every automation project is different. We assess the opportunity, recommend the right solution, and provide an estimated cost and delivery timeline before work begins.
Every project includes
Free automation opportunity assessment
Recommended automation plan
Estimated cost and delivery timeline
Build, integration, testing, and launch support
Questions and answers
Clear answers before you start.
What can ProcessLive automate?
We focus on repetitive operational work such as CRM lead capture, document handling, customer emails, invoice workflows, and custom integrations between compatible tools.
Do we need to replace our current systems?
Not necessarily. The first step is to understand the tools and process you already use, then recommend a practical way to connect or improve them.
How much does an automation project cost?
Projects are custom-scoped. After the assessment, you receive a recommended plan with an estimated cost and delivery timeline before work begins.
Can you support the automation after launch?
Yes. Ongoing technical support can include monitoring, maintenance, bug fixes, workflow improvements, and agreed new integrations.