Automating Operations & CRM Integration for a Growing Business
After building a centralised CRM and full automation system, we reduced the company’s manual workload by 80%, cut response time from 3 hours to 18 minutes, increased conversions by 41%, and boosted revenue by 28% within two months — transforming a chaotic workflow into a scalable, predictable operation.
How we helped a small company eliminate manual work, cut response time, and scale through automation
When a fast-growing cleaning and maintenance company from Leeds contacted us, their biggest challenge wasn’t finding clients — it was handling them. The business was expanding quickly, but everything inside was done manually: responding to messages, sending quotes, updating spreadsheets, tracking appointments, and reminding customers about upcoming visits. The owner, Michael Turner, told us that he spent up to 4–5 hours every day on routine tasks that should have been automated long ago.
During our consultation, we analysed the internal workflow and discovered several bottlenecks. Leads were coming from Instagram, email and Google, but nothing was centralised. Quotes were being prepared in Word documents manually, customer history had to be pieced together across chats, and scheduling required constant back-and-forth communication. The company was losing almost 30% of potential customers simply because responses were too slow — and in this industry, speed is everything.
We proposed implementing a full CRM system integrated with all communication channels, combined with automated workflows that would cut manual operations to the minimum. Over the next two weeks, we built a centralised CRM dashboard, connected all entry points (website, email, Facebook, Instagram), set up automated responses for new inquiries, created templated quotes, and added reminders for upcoming visits and overdue invoices. We also built an internal status pipeline so the team could track every customer journey — from inquiry to final payment.
Once the system went live, the impact was immediate. Average response time dropped from 3 hours to 18 minutes, the percentage of converted inquiries grew by 41%, and the team eliminated almost 80% of their manual admin work. Missed appointments and forgotten follow-ups effectively disappeared. After two months, the business reported a 28% increase in monthly revenue, while the workload on the owner decreased dramatically. Instead of drowning in repetitive tasks, he was finally able to focus on scaling the company.
For Michael and his team, automation wasn’t just an upgrade — it became the foundation for predictable growth. What was once a chaotic process transformed into a structured, measurable, and fully controlled workflow that continues to scale with the business.