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See how we've helped businesses save time and eliminate manual work.

Case studies

Oshara

WhatsApp Automation, AI Qualification, CRM Integration, Lead Follow-up

Leads qualified and booked 24/7 via WhatsApp — zero manual follow-up.

Oshara, a Montreal-based digital agency, needed a WhatsApp lead qualification system for their client in the construction industry. The team was manually messaging each lead on WhatsApp to qualify them — asking about location, land ownership, project stage, and timeline before deciding who to follow up with.

We built a WhatsApp-native qualification flow using Make.com and the WhatsApp Business API. An AI agent reads responses, routes leads through branching questions, flags hot leads for human handoff, sends booking confirmations and reminders via Calendly, and automatically follows up with leads who go silent — closing cold ones to protect the WhatsApp sender reputation.

XiuXiu Paper Art

AI Document Processing, ERP Integration, Order Automation

Order entry reduced from 30+ minutes to seconds, fully automated.

XiuXiu Paper Art receives customer orders as PDFs, spreadsheets, and documents in various formats. Staff had to manually read each file, identify product references and quantities, look up the correct SKUs, and type every line item into Holded — a process that took 30+ minutes per order and was prone to errors.

We built a Make.com automation triggered by a simple Tally form. The team uploads the order file, selects the customer, and submits. OpenAI reads the file, extracts product references and quantities, matches them against a Google Sheet product catalog by name or barcode, and creates the complete sales order in Holded within seconds — with email alerts for any mismatches.

Bonafide.fm

Email Automation, AI Classification, CRM Integration, Lead Enrichment

5+ hrs/week saved with an automated email-to-CRM pipeline.

Bonafide.fm receives 10 to 20 podcast guest nominations via email every week. The team was manually reading each thread, extracting nominee details, and creating CRM contacts one by one.

We built a daily automation that scans the inbox for nomination threads, uses AI to classify and extract nominee data (including hidden hyperlinks), enriches each contact via Apollo with Clay as fallback, and creates fully populated Folk CRM contacts — marking processed emails so nothing is ever double-handled.

Bofill Tech

Cold Calling Automation, AI Voice Agents, CRM Integration

Replaced a full-time SDR at 1% of the cost, 40 AI calls a day.

Bofill Tech was paying thousands every month for an SDR whose entire job was cold calling hotel prospects. The process was expensive, inconsistent, and impossible to scale.

We built an automation that loads 40 prospects daily from the CRM into a Retell AI calling sequence. The AI agent follows a structured script, qualifies prospects, captures key details, and updates the CRM — routing warm leads to the sales team automatically.

CaseQuota

Cold Outreach Automation, Lead Enrichment, AI Personalization

1,000+ leads reached daily on autopilot.

CaseQuota wanted to scale outbound lead generation but didn't have the headcount to contact more than a few dozen leads per day.

We built a pipeline that sources leads from targeted databases, enriches each record, generates personalized outreach messages, sends at scale, auto-schedules follow-ups, and routes positive replies directly into a calendar booking flow — with no manual involvement at any step.

Bofill Tech

Lead Generation, AI Agents, Web Scraping, CRM Integration

300+ qualified leads added to CRM in 2 weeks, fully automated.

Bofill Tech's sales team was prospecting manually, spending hours searching for hotel industry leads with no consistent pipeline feeding the CRM.

We built an automated system that connects to Google Maps, scrapes matching businesses, and passes each lead through a multi-agent AI layer that evaluates website quality, booking engine, and lead quality score — pushing only qualified, pre-vetted prospects into the CRM each morning.

TejoMed

Lead Intake Automation, CRM Integration, AI Enrichment

30% faster response time with zero leads left behind, day or night.

TejoMed was losing prospective patients who submitted forms outside business hours. In healthcare, every minute of delay pushes them to the next provider.

We built a system that watches for new form submissions around the clock — firing instant acknowledgments, enriching lead profiles, routing contacts into the correct CRM pipeline stage, and notifying the right team member immediately, even at 2 AM.

TejoMed

CRM Integration, Workflow Automation, Data Syncing

CRM and team platform synced in real time, saving 15+ hours every week.

TejoMed's team was manually copying patient and lead data between Pipedrive and Missive 30 to 50 times per week — constant tab-switching, duplicate entries, and missed updates.

We built an automation that detects every Pipedrive change, validates the data, classifies the contact, and instantly creates or updates the correct Missive contact book entry — with error flagging if anything is malformed.

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