porifyx.com/work/crm
Software Built
Blueprint CRM
An all-in-one CRM for service businesses: lead capture, a visual sales pipeline, projects, support tickets and approval-based automation in one secure workspace.
AI & Workflow Automation
Take the repetitive work out of your operations.
We map how work moves through your business, then automate the steps people repeat every day: data entry, document handling, routing, follow-ups and reporting.
01 Who it is for
- Operations teams buried in copy-paste work between systems
- Finance, HR and sales teams handling high volumes of documents
- Founders who want processes to run without adding headcount
02 Problems it solves
- Staff re-typing the same data into several tools
- Invoices, CVs and forms processed by hand
- Leads and requests going unanswered outside office hours
- Reports assembled manually from spreadsheets every week
03 What we deliver
- Process map of the current workflow and the automated one
- Production automations built in n8n or custom code
- AI steps for classification, extraction and drafting, with human review where it matters
- Monitoring, error alerts and a runbook your team can follow
04 How we approach it
Timelines are agreed after discovery, once the scope is clear.
- 01
Shadow the process and measure where time goes
- 02
Automate one high-value workflow end to end first
- 03
Run it alongside the manual process until results match
- 04
Extend to the next workflow once the first is stable
05 Related work
Projects that use this service.
06 Questions
Do we need to replace our current tools?
Usually not. Most automations connect the tools you already use through their APIs. We only recommend replacing a tool when it blocks the workflow entirely.
What happens when the AI gets something wrong?
Every AI step has confidence thresholds. Low-confidence results go to a person for review instead of flowing through automatically, and every decision is logged.
Where does our data go?
We choose providers and hosting regions with you, keep credentials on the server, and avoid sending personal data to third parties unless the workflow genuinely needs it.
Start a conversation
Talk to us about ai & workflow automation.
Book a 30-minute consultation. We will talk through the problem, what a sensible first step looks like and whether we are the right team for it. No obligation and no sales sequence afterwards.