A CRM built for your business
One system instead of spreadsheets and five tools, or automations for the CRM you already have.
- Inquiries, offers, clients and documents in one place
- An owner dashboard with live results
CRMs and automations built for your business. Emails, offers and deadlines handle themselves, and you take care of clients.
Hours every week on things a system would do by itself.
You reply in 2 days, a competitor in 2 hours.
Excel, Word, photos. An hour per offer.
You only know what is going on when you ask.
Contracts and photos scattered across WhatsApp.
The same client typed in three times.
Forget once and it costs you.
Every one of these can be automated. I will show you where to start.
One system instead of spreadsheets and five tools, or automations for the CRM you already have.
The system reads emails and attachments, extracts the data and opens a case.
Replies to clients within seconds, also at night, and you approve important replies and prices.
Forms, email, Drive, calendar and messenger start working together.
Real systems, demo data.

A custom CRM for a solar company: from inquiry to grid connection.
for a ready PDF offer with catalog sheets
Preparing an offer took hours, and installation documents got lost in emails and phones.
An offer builder from the product catalog, a client card with a photo gallery and a management dashboard with a client map.

A CRM for a team of loan experts with automatic lead assignment.
to assign a lead, the case is in the CRM instantly
Leads from website calculators reached the team manually, and the owner could not see volume and commissions live.
An open-case pool, expert and owner dashboards and automatic commission settlement.

A freight CRM with a driver app. The company and data are fictional, the system works end to end.
for the driver's CMR photo to reach the office
CMR documents come back by post weeks later, invoicing waits, and the owner does not know who has valid medicals and insurance.
A driver app, order blocks for expired documents and an owner dashboard with receivables.
One form triggers the whole onboarding process for a new agency client.
of manual work for each new client
Every new client meant hours of manual work: folders, documents, notes and notifications.
The form triggers a chain: client database, Drive folders, a Notion page and a team notification.
Three scenarios: 30, 50 and 70% less manual work. We will calculate it exactly in the audit.
We count inquiries and hours, and simplify first.
Day 1Price, timeline and target in numbers before we start.
A few daysA test on real cases with a clear threshold.
Up to 30 daysI train the team and measure the result.
Ongoing
I design like someone who uses it himself. I work daily in the system I built for a team of loan experts and oversee processes running for clients, so I know where a process will jam before the client notices.
AI goes only where it really speeds things up. Where money is involved, fixed, verifiable formulas do the math.
I quote after the audit. You pay 50% at the start and 50% on delivery, then a subscription for maintenance and tools. You know the price before we start.
Usually 1 to 4 weeks. You get a timeline after the audit.
Only your team sees the data, by roles. EU hosting, and a presentation mode for demos that hides client data.
You approve prices and important replies. I test on real cases, the system logs the history of changes, and I keep maintaining it after launch.
With an off-the-shelf CRM you adapt your business to the software. A custom CRM follows your own stages, documents and rules, e.g. an order cannot be invoiced without a signed CMR. Your data sits in a separate database just for your company.
Small and medium service businesses where enquiries, quotes and documents bounce between email, phone and spreadsheets. I have live systems in renewable energy, finance and services, plus a transport demo. If your volume is low, a good spreadsheet is enough and I will tell you so during the audit.
No. I connect automations to your email, Google Drive, calendar and the CRM you already have. I only suggest a new system when your current tools cannot cope.
A 20-minute online call. We walk through one process step by step and you get 3 things to improve, including ones that need no AI or new software.
Yes. The audit, calls and the implementation are all remote (Google Meet or Zoom).
6 steps, about 40 seconds. Based on them I will prepare an audit.
The data you enter in the contact form (name, email, phone, company name and other information about your situation) is used solely to respond to your inquiry and prepare a quote. I do not share it with third parties other than the form automation provider (n8n), which processes it as a processor on my behalf.
I keep the data for up to 12 months after the last contact or until the project is completed, then delete it. You can request access, correction or deletion at any time by writing to mike.automatyzacje@gmail.com.
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