Get your time back.
Automate the repetitive work that keeps you and your team busy.
Automate the routine work in sales, operations and customer service, and see what changes in hours, costs and revenue.
Automate the repetitive work that keeps you and your team busy.
Respond faster and follow up consistently, so opportunities don’t slip away.
Handle more customers and more work while keeping overhead under control.
Measure the impact in hours saved, costs reduced, and business won.
Start with the area that needs to move. For each one, the systems we build and the measures we report against.
Every enquiry captured, qualified and answered quickly, follow-up that happens on schedule, and quotes prepared from the details already in hand. Your team spends its time on the conversations that close.
What we measure
Documents read and matched, records kept in step across your systems, and reports assembled without anyone building them. The same team handles more volume with less overhead.
What we measure
Requests sorted and answered with the right information attached, onboarding that runs without internal handoffs, and your team reviewing replies rather than writing them from scratch. Customers get faster, more consistent service.
What we measure
Tell us the job. We pick the service it needs, or combine them, connect it to the tools you already run, and keep a person on the decisions that need one.
Recurring work such as intake, document processing, approvals and follow-up runs on its own, with the exceptions routed to someone who can decide.
The numbers your team pulls together by hand arrive on their own: data from your systems, combined into the reports and dashboards you use to run the business.
Assistants that answer questions from your approved information, prepare responses and complete defined tasks, so your experts are interrupted less.
Your CRM, accounting, support and project tools kept in step, so nobody re-types what another system already knows.
Know what to build first and how you will measure it. We sit with the people doing the work, map where the hours go, look at the systems involved, and agree the first process and its measure with you.
You getAn automation roadmap
Get a system tested on your real cases before it goes live. Designed around how your team works, connected to your tools, and tested with your team on the typical cases and the awkward ones.
You getA working system, tested on your cases
See it work in daily use, then extend it. Brought into daily work, watched and tuned against the agreed measure, and extended to the next process when you are ready.
You getA review and improvement plan
You keep your tools. We connect through the options they already offer and agree with you how information moves between them.
Each connection gets only the access it needs. Where data is stored, and which services process it, is agreed with you before anything is built.
Decisions that need judgement go to a named person on your team, and every system has a clear route for the cases it should not handle alone.
Before anything goes live, your team watches it handle the typical cases and the awkward ones.
Every run is logged. The accounts, workflows and documentation are yours, and what support looks like after launch is agreed up front.
It depends on the scope, the systems and how much testing the work needs. We agree a delivery plan with you once we have seen those.
Time from the people who know the process, access to the systems, and a few sessions for reviews and testing. We agree who does what before we start.
Usually, yes. We check your tools' connection options and access requirements before proposing an approach, and tell you where something cannot be connected.
It depends on the system and the services it uses. We agree access, storage and any third-party processing with you as part of the design, and write it into the proposal.
The accounts and workflows are set up in your name. Ownership, access and licensing are set out in the engagement terms, including for any third-party services involved.
Then we tell you. Some problems are better solved with conventional automation or a simpler process, and the strategy phase is where that becomes clear.
On the agreed scope, the systems involved and any ongoing responsibilities. Fees and payment terms are in the proposal before you commit to anything.
We agree what ongoing support looks like for you: maintenance, performance reviews, further improvements, or a handover to your own team, and who is responsible for each.
A short call about your goals, your current systems, and whether Clearmatic is the right fit for the work.