Custom Systems

These are a few examples of systems we've built for other clients.

CRM Organizer

Every week, it cleans up your client list, finds double entries, and emails the owner a short report.

The CRM Organizer system in n8n. Each step is labeled, from finding the clients to emailing the owner a report.
The system, step by step. Tap to see it full size.
The weekly CRM report email. It shows client counts and asks the owner to approve merging double entries.
The weekly report the owner gets

Names, numbers, and details have been changed for privacy.

Invoice Reminder

It finds late bills and sends a friendly email, then a firmer one, until the bill gets paid.

The Invoice Reminder system in n8n. It gets unpaid bills, picks the right reminder, and sends the email.
The system, step by step. Tap to see it full size.
Three reminder emails: a friendly one at 7 days late, a second one at 18 days, and a final notice.
Reminders get firmer as the bill gets later

Names, numbers, and details have been changed for privacy.

Review Generator

It texts customers to ask how you did, sends happy ones to Google, and sends the rest to a private form.

The Review Generator system in n8n. It picks which customers to text, sends the text, and saves the result in the CRM.
The system, step by step. Tap to see it full size.
A text message asking a gym member how the gym is doing, with a link.
1. The customer gets a text
A page asking if the customer is happy, with a button to leave a Google review.
2. Happy? Leave a review
A private form where the customer can tell the team what went wrong.
3. Not happy? Tell us privately

Names, numbers, and details have been changed for privacy.

Don't See What You Need?

Tell us what you want, and we'll build a system made just for your business.

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