Make the systems you already bought agree with each other.
CRM, accounting, scheduling, phone: connected so the job, the invoice, and the vendor order stop living in three places. Fixed-price integrations that stay true after go-live.
Does this sound familiar?
If any of these hit home, you're exactly who we help.
Business Automation done right.
App integrations
We connect your CRM, email, calendar, accounting, and hundreds of other apps so data flows automatically.
Automated workflows
New lead? Auto-add to CRM, send a welcome email, notify your team, and schedule follow-up — instantly and every time.
Document & invoice automation
Auto-generate quotes, contracts, invoices, and reports from your data — no manual assembly.
Smart notifications
Get the right alert to the right person at the right moment via email, SMS, or Slack.
Data sync & cleanup
Keep every system in sync and clean up messy, duplicated records once and for all.
Reliable & monitored
Automations are tested and monitored so they keep running quietly in the background — and you're alerted if anything needs attention.
Everything that's included.
No hidden extras. Here's what you can expect when we work together.
Simple, honest pricing.
Starting points to give you a feel for investment. Every project gets a clear, fixed quote after a free consultation.
Quick Win
Automate one painful, high-frequency task and feel the time savings immediately.
- One workflow automated
- Up to 3 apps connected
- Testing & monitoring
- Handoff docs
Automation Suite
Automate several connected workflows across your core operations.
- Multiple workflows
- Deep multi-app integration
- Document / invoice automation
- Data sync & cleanup
- Monitoring & alerts
Ongoing Automation
Continuously automate new processes as your business evolves.
- New automations each month
- Maintenance & monitoring
- Priority support
- Process optimization
See our work.
Real systems Keel operates and client engagements we can describe. No mockups.
Keel Internal Hub
The ERP command center we run our own company on.
Client Portal & Proposals
Where clients read proposals, approve scope, and watch the build.
Quo Phone + AI Receptionist Stack
Our own business line, run the way we set it up for clients.
Frequently asked questions.
It means using software to handle repetitive, rules-based tasks automatically — like moving data between apps, sending follow-up emails, generating invoices, or updating records — so your team doesn't have to do them by hand.
Tell us how the work moves today.
Fifteen minutes with Cole. You get a written scope and a fixed price, not a sales deck.
Related: operations portals · Quo phone integration