We previously relied on individual staff to know what was going on with our customers. We now have a system that anybody can log on to, and understand exactly what has been done and what needs doing. The insight reports are simply amazing.
Make Silver Partner
Make.com workflow design
We connect your everyday tools so customer details, orders, and invoices move automatically. If a tool is briefly offline or information is missing, the update waits safely and a person gets alerted. Your team can see what happened and pick up where needed.
Open by default
Your AI, in your CRM. Without the SaaS-AI lock-in.
Your team already pays for Claude or ChatGPT. We build the agents and Make.com scenarios that let them operate your workflow directly. Custom MCPs for your stack, your IP, your infrastructure — we don’t host it, we don’t lock it down.
Workflows that keep daily work moving, even when a tool is briefly offline
Nothing gets lost quietly
If a tool is briefly offline or a form arrives incomplete, the update waits safely, tries again automatically, and alerts a person right away.
No duplicates or double actions
If a step runs again after a brief outage, it never creates duplicate contacts, deals, or invoices, or sends the same email twice.
Clear activity history & alerts
You can always see what ran and get notified right away when something needs a human look.
Clear guides
Your team gets instructions for each workflow, so they can check it and make everyday changes after handover.
Predictable running costs
We design workflows around your Make usage budget, so automatic updates stay affordable.
Changes you can undo
We keep a record of workflow changes, so you can review an update and restore an earlier setup if needed.
This service is part of what we offer — we’re expanding the page with detailed case studies and process walkthroughs soon. Until then, book a call and we’ll walk through your exact setup.
References
Related work
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Read project: BISS 45 - HubSpot SetupWhat clients say
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