Automation

Automation & CRM

Let the repetitive work do itself.

Quotes, invoices, follow-ups and reviews, connected to the tools you already use.

In short

Silvero's automation connects the tools you already use so the repetitive work does itself: quotes, invoices, follow-ups, appointment reminders, review requests and new CRM records. Real integration, not a chatbot stuck on the front.

The owner shouldn't be doing paperwork at nine at night.

Quotes, invoices, follow-ups, the review you have to ask for, the spreadsheet you redo every Friday. Small things that add up, eat your evenings and make it easy for something to slip.

If it's the same every week, you shouldn't be the one doing it. We set it up once, properly connected to your tools, and it keeps running on its own.

What do we automate?

Automation links your tools so repetitive tasks happen without anyone triggering them by hand, and the CRM keeps the status of every client so no follow-up gets lost.

We start with whatever takes the most time or slips the most often: quotes and invoices that generate and send themselves, reminders that cut no-shows, review requests that go out after every job, and internal alerts so your team hears what matters without checking ten places.

It's real integration: it connects to your calendar, your invoicing, your CRM and your WhatsApp — not a new dashboard you have to remember to open. We build it to fit how you already work, not to make you change everything for us.

Trigger

A job finishes

You mark the appointment as done in your calendar. That's all you do.

Step 1

The invoice goes out

It's built from the job details and sent to the client and your accountant.

Step 2

You ask for the review

A WhatsApp a few hours later, while the client still remembers you.

Result

It's all logged

The CRM keeps the client's status and you see what came in without opening anything.

What you get

Your business on autopilot

Less admin

The weekly tasks handle themselves. You get your evenings back.

Nothing gets lost

Every contact and every follow-up is logged in the CRM. No loose ends.

It plugs into your setup

Calendar, invoicing, WhatsApp. What you already use, not what suits us.

Reviews on their own

The request goes out after every job, without you having to remember.

The difference

By handWith Silvero
QuotesYou redo them every timeThey generate and send themselves
Follow-upsOnly if you rememberAutomatic, never missed
ReviewsYou hardly ever askThey go out after every job
Client detailsIn your head and scattered notesIn a tidy CRM
ToolsTen places that don't talkConnected to each other

How we work

01

We talk

Which tasks eat your time and where things slip. We pick where to start by impact.

02

We build it

We connect your tools and automate the process. You watch it run with your own data before trusting it.

03

We measure

Time saved, things that no longer slip, reviews coming in. Then we extend it to the next thing.

FAQ

Frequently asked questions

What can I automate in my business?

Anything repetitive: quotes, invoices, follow-ups, appointment reminders, review requests, adding people to the CRM and internal alerts. If you do it the same way every week, you probably shouldn't be the one doing it.

Does it connect to the tools I already use?

Yes. We properly integrate with your calendar, your CRM, your invoicing and your WhatsApp. We don't make you switch tools or check yet another dashboard.

What is a CRM and do I need one?

A CRM is where your customer information lives, along with the status of every contact. If you drop follow-ups or keep it all in your head and in scattered notes, a properly set up CRM stops costing you money.

How much does it cost?

It depends on how many processes we automate and which integrations are involved. We start with a free assessment and a written quote before anything begins.

What's eatingyour time?