Customer Management

One Place for Everything

Make your software talk to each other so you don't have to. Eliminate the messy spreadsheets. Your customer data now updates itself, keeping your business organized and your team on the same page.

Why Automate?

See the Difference

What your business looks like before and after our automation solutions.

Before

Without CRM Integration

📑Data in spreadsheets
🔀Manual data copying
❌Deals falling through
🤷No single source of truth
⏰Hours on data entry
→
After

With AppAI Process

🔗All tools connected
🤖Data syncs in real time
👀Full customer overview
👥Whole team aligned
📊Reports update themselves

Seamless Customer Management Connections

Salesforce

HubSpot

Pipedrive

Zoho

Plus 50+ other popular customer management and business platforms

Intelligent Automation Features

Instant Information Sharing

When you update a detail in one app, it changes everywhere. Your whole team stays on the same page without a single meeting.

No More Copying & Pasting

Set up rules so when one thing happens, other things happen automatically: no manual data entry required.

Simple Business Summaries

Get a clear picture of how your business is doing without digging through messy files or complex reports.

Auto-Updating Client Lists

Stop manually entering phone numbers. Your new leads are automatically added to your contact list the second they reach out.

Enterprise-Grade Security

We use the same high-standard security protocols trusted by global businesses to keep your data and your customers safe.

Custom Mapping

We make sure information from different systems fits together perfectly.

Streamline Your Operations

Eliminate Data Silos

Stop having customer information scattered across different systems. Put it all in one place.

Dramatically Reduce Manual Work

Stop doing boring, repetitive work. Let the system do it so you can focus on growing your business.

Significantly Improve Data Accuracy

Keep your customer information accurate and up-to-date without having to check it manually.

Seamless Implementation Process

Audit

We look at what systems you're using and figure out how to connect them.

Design

We create a plan that's perfect for your specific business and how you work.

Deploy

We set everything up without messing up your daily business operations.

Optimize

We keep watching and improving the system to make sure it works perfectly.

Integration Pricing

Straightforward pricing. Standard integrations are a fixed one-time setup. Complex builds are scoped on a free call.

Standard

From $300 + GST

One-time setup

Examples

  • ✓Someone fills out your website form and their details automatically appear in your spreadsheet or customer database
  • ✓Your chat agent captures a lead and you instantly get a text or email notification
  • ✓A customer books an appointment and it automatically shows up in your calendar
  • ✓A new enquiry comes in and gets added to your follow-up system so no one slips through the cracks
  • ✓A job gets marked as done and an invoice is automatically created in Xero
  • ✓Someone contacts you through Facebook or Instagram and their details go straight to your spreadsheet without you lifting a finger
  • ✓You get a new Google review and a notification pops up on your phone
  • ✓A new enquiry triggers an automatic follow-up email so you never forget to reply

Custom

Quoted on a
free call

No obligation

Examples

  • ✓A lead comes in, gets scored based on what they are looking for, and is automatically routed to the right person on your team with a personalised follow-up email
  • ✓Your chat agent books an appointment, adds the customer to your database, sends them a confirmation email, and creates a task for your team to prepare
  • ✓Customer data from multiple sources like your website, Facebook, and email all gets pulled together into one dashboard so you can see everything in one place
  • ✓When a new customer signs up, they automatically receive a welcome email sequence, get added to your invoicing system, and a task is created for onboarding
  • ✓Your chat agent detects a high-value enquiry and immediately sends you a phone alert with their details so you can follow up personally within minutes
  • ✓End-of-day reports are automatically generated from your sales or booking data and sent to your inbox every morning
  • ✓A customer leaves a negative review and your team is instantly notified with the details so you can respond quickly before it escalates

Connect Everything

Connect all your business tools so they work together like one smart system.

Meet Aiden

See our AI support in action.