Free consultation
Automations for your every need
Each project is crafted around your business to save time and stress.
From first lead to final invoice, Automation Crafters connects the operational tools your team already relies on.
Sales
Sync your CRM with operations, generate proposals, and turn sales activity into clear metrics and dashboards.
Marketing
Sync email marketing, qualify and route leads, and collect surveys or feedback without manual handoffs.
Finance
Automate invoice processing, sync operations to finance, and trigger alerts or follow-ups at the right time.
Project Management
Sync tasks between systems, standardize workflows, and send alerts, notifications, and reminders automatically.
Service
Create appointment scheduling workflows, post-completion customer outreach, and annual service reminders.
Human Resources
Connect time and attendance, employee setup, and interview scheduling into one smoother employee experience.
How it works
From messy workflow to reliable system
Quick Chat
We hop on a call, talk through how your business runs, and spot where automation can save you time.
02
Plan It Out
We put together a simple, no-BS plan of what we’ll automate and how it’ll work.
03
Build & Test
We connect your tools, test everything behind the scenes, and make sure it runs like clockwork.
04
Keep It Running
We’re here if anything breaks, or if you want to tweak or add new automations later.
Hear from our clients
Less repetitive work, more visibility, and smoother operations.
and Trustpilot reviews
★★★★★
“We wanted to track our business projections all in one easy to read spreadsheet but transferring that data was quite tedious. Now it updates automatically from our CRM. It’s incredible!”
Ann Hubbard
May 2025
★★★★★
“We recently worked with Tristan at Automation Crafters to streamline how our website connects to our CRM, and we couldn’t be more impressed. He was friendly, lightning-fast, and detail-oriented.”
Jamie Overley
May 2025
★★★★★
“Tristan was an absolute pleasure to work with. He was super responsive when we had questions or suggested small tweaks to make the automation work best for us.”
Rosette Forever Homes
May 2025
Frequently asked questions
What types of software can you connect?
We specialize in integrating popular online tools, including project management, CRM, accounting, and industry-specific tools. If your software has an API, we can likely connect it.
Do you create custom dashboards, metrics and reporting?
Yes. We can help create custom dashboards, metrics, and reporting, with plenty of experience in analysis work.
How does automation benefit my business?
Automation eliminates repetitive tasks, reduces human error, speeds up processes, improves data consistency, and gives you more time to focus on growth and customer service.
Do I need technical skills to use your services?
No. Automation Crafters takes care of everything technical for you.
Is my data safe?
Yes. We follow strict security practices and only use trusted, secure methods to connect your software. Your privacy and data protection are top priorities.
Resources
Recent resources & case studies
Guides, case studies, and playbooks on running an automation-first field service business.
Case Study
How TDH Signs Connected ShopVox, Teams, Wrike, and Company Cam into One Workflow
TDH Signs ran quoting, project management, documents, and job photos across systems that didn't talk to each other, with staff re-typing the same details into each one. Here's how a new quote in ShopVox came to set up everything else automatically.
Case Study
How C&S Landscape and Lawn Service Unified LMN and QBO into One Management Dashboard
C&S Landscape and Lawn Service ran jobs through LMN and accounting through QuickBooks Online, with no single place to see crew efficiency, job profitability, or company financials. Here's how we built one dashboard that shows what neither system could on its own.
Case Study
How HUB Cycling Automated Its School Bike Education Programs
HUB Cycling was running 200+ school bike programs a year out of 10+ disconnected spreadsheets. Here’s how we connected everything into one system and freed up a full-time role.
View all resources
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