SERVICES

Automation services for growing businesses

From CRM and document workflows to customer communication and invoice processing, ProcessLive builds practical automations around the way your business works.

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.

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WORKFLOW PERFORMANCE24/7
Lead workflowACTIVE

Automate Document Processing

Automate document processing to reduce manual data entry and move information between the systems your team uses.

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WORKFLOW PERFORMANCE24/7
Document workflowREADY

Email Workflow Automation

Create email workflow automation that helps your team send consistent, timely customer communications without repetitive manual work.

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WORKFLOW PERFORMANCE24/7
Customer workflowRUNNING

Automate Invoice Processing

Automate invoice processing to reduce repetitive handling, keep information moving, and create a clearer finance workflow.

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WORKFLOW PERFORMANCE24/7
Invoice workflowACTIVE

A practical automation delivery process

01

Define the scope

Share the repetitive work, technical context, and the outcome the workflow needs to achieve.

02

Plan the architecture

Agree the workflow, integrations, delivery scope, and technical approach before the build begins.

03

Build and test

Implement the agreed workflow with attention to reliability, data handling, and compatibility.

04

Document and support

Review the release, document what changed, and plan the next practical improvement.

What could your business automate?

Tell us where your team loses time and we will recommend a practical automation opportunity to explore.