Workflow & CRM automation that gives your team 8+ hours back a week
FlowGenix Automations designs and builds custom workflow and CRM automation for UK small and mid-sized businesses. We connect the tools you already pay for — CRM, invoicing, email, calendar, spreadsheets, forms, chat and phone — into workflows that handle the repetitive admin your team currently does by hand: chasing quotes, updating pipelines, sending onboarding, syncing data, and triggering reminders.
Every build is fixed price, documented, and handed over with a runbook so you're never locked in. Below is what the service covers, how we scope it, and how quickly you'll feel the impact.
What counts as workflow and CRM automation?
Workflow automation is any process where a trigger in one system (a new deal, a signed contract, a paid invoice, a form submission, an inbound email) automatically fires actions in one or more other systems — with the right data, at the right time, to the right people. CRM automation is the subset of that focused on your sales pipeline: enrichment, scoring, task creation, follow-up sequences, and reporting.
Concrete examples we've built for UK clients include: new deal in HubSpot → generate proposal in Google Docs → send via DocuSign → notify AE in Slack when signed → create onboarding project in Monday → trigger welcome sequence in email. What used to take 40 minutes of copy-paste now takes zero.
How do you scope the right workflows to automate?
We start with the free 20-minute audit. On the call we map your current tool stack, ask your team where they lose time, and identify the three highest-ROI workflows to automate first. We use a simple filter: high frequency, low judgement, high error cost. Those are the tasks a machine does better than a human every time.
You then get a written scope with each workflow costed individually so you can pick and choose. We never bundle "nice to haves" into the essential build.
Which tools do you integrate with?
We work with n8n, Make and Zapier as workflow engines and integrate with 400+ tools out of the box. Common connections: HubSpot, Pipedrive, Salesforce, Zoho, Monday, Notion, Airtable, ClickUp, Asana, Google Workspace, Microsoft 365, Slack, Teams, Xero, QuickBooks, Stripe, GoCardless, DocuSign, PandaDoc, Mailchimp, Klaviyo, Intercom, HelpScout, Twilio, Vonage, WhatsApp Business and any tool with a REST or webhook API.
For tools without a public API we build lightweight adapters — often just a scheduled browser-based script — so nothing is "unintegrable". Custom database work is priced into the build fee upfront, never billed as an overrun.
Where does AI fit into the workflows?
We use large language models as workflow steps wherever a task involves reading, writing or classifying unstructured text: summarising an email thread into a CRM note, drafting a personalised follow-up, categorising an inbound support ticket, extracting invoice line items from a PDF, or turning a Zoom transcript into a next-actions list.
Every AI step has a deterministic fallback and human-in-the-loop review where the cost of a wrong answer is high (e.g. anything financial or legal). We log every model call so you can audit outputs and adjust prompts without waiting on us.
How much does workflow automation cost?
Individual workflows are priced from £450 for a simple two-tool sync up to £3,500 for a multi-system revenue workflow with AI steps. Most clients start with a bundle of three workflows for £2,500–£4,000. Monthly retainer from £199 covers hosting, monitoring, minor tweaks and a monthly review.
Full ranges live on our pricing page and the cost guide.
Do I own the automations you build?
Yes, fully. All workflows are built in your own accounts (n8n, Make or Zapier), all API keys sit in your vault, and we hand over documentation on day one of go-live. If you ever stop working with us, the automations keep running and any competent developer can pick them up. No black boxes, no vendor lock-in.
How do I get started?
Book the free 20-minute audit below. You'll leave the call with a shortlist of the three highest-ROI workflows in your business and a fixed-price quote to build them.
Frequently asked questions
How long does a typical workflow take to build?
Simple syncs go live in 3–5 working days. Multi-system workflows with AI steps take 2–3 weeks including UAT.
What happens if a workflow breaks?
We monitor every workflow 24/7 with alerting. Retainer clients get same-business-day fixes; critical failures are handled within one hour.
Can you work with our existing in-house dev team?
Yes. We happily hand over specs, code review our own work, and pair with in-house teams. Many clients start with us and then bring us in only for the harder builds.
Is my data safe?
All processing runs in UK or EU regions, credentials are stored in encrypted vaults, and we sign a Data Processing Agreement. We never use your data to train third-party models.
What's the ROI in the first quarter?
Typical: 8–15 hours per week returned per automated role, 30–50% faster deal cycle in sales, and a 25%+ drop in data-entry errors. We publish a shared dashboard so you see the numbers weekly.
Related
Book your free 20-minute automation audit
No slides, no obligation. We'll map where AI can save you hours every week and quote a fixed price if you'd like us to build it.