What if Your Business
Could Run Itself?

We build custom AI workflow automation that connect your tools,
removes chaos, and saves you thousands of hours per year.
Without requiring you to become a tech expert.

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Book Your Free Demo
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See How It Works
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What If Your Business Could Run Itself?

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Everything You Need to Run a
Modern Business - Automated

We build intelligent automation that transforms wasted hours and chaos into controlled, profitable growth.

Custom AI Automation
Built for Your Business →

The Problem: You're drowning in operational tasks that shouldn't require your attention. Every process is manual.

The Solution: We design and deploy workflows tailored to your specific processes, from lead capture to financial reporting -using the tools you already have.

Why: Get sophisticated automation that fits how you actually work.

Integrated Across Every
Department →

The Problem: You're drowning in operational tasks that shouldn't require your attention. Every process is manual.

The Solution: We design and deploy workflows tailored to your specific processes, from lead capture to financial reporting -using the tools you already have.

Why: Get sophisticated automation that fits how you actually work.

Custom AI Automation
Built for Your Business

The Problem: You're drowning in operational tasks that shouldn't require your attention. Every process is manual.

The Solution: We design and deploy workflows tailored to your specific processes, from lead capture to financial reporting -using the tools you already have.

Custom AI Automation
Built for Your Business

The Problem: You're drowning in operational tasks that shouldn't require your attention. Every process is manual.

The Solution: We design and deploy workflows tailored to your specific processes, from lead capture to financial reporting -using the tools you already have.

Custom AI Automation
Built for Your Business →
Problem: Manual processes drain your time and nothing fits how you actually work.
Solution: We build custom workflows for your specific needs—from lead capture to reporting, using existing tools.
Integrated Across
Every Department →
Problem: Disconnected systems waste time with scattered data that doesn't communicate.
Solution: We automate across marketing, sales, operations, and finance so your business runs seamlessly.
AI That Gets
Smarter Over Time →
Problem: Automation becomes outdated as your business evolves and patterns change.
Solution: Our AI monitors, improves, and adapts to your business automatically — no manual updates needed.
Done-With-You
Implementation →
Problem: DIY tools fail, other options like software development take months and cost six-figures.
Solution: We handle the strategy, design, building, testing, and optimization. We do it all.

We Work With The
Tools You Already Use

850+ integrations available. From CRMs and email platforms to databases, payment processors, and analytics tools—we make them work together seamlessly.

See our full integration stack.

The Automation Your
Business Actually Needs

Every workflow is custom-built, but here are the most common
transformations we deliver.

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Lead Management
That Never Sleeps

✓ Automated capture, score, and routing
✓ Instant personalized follow-ups
✓ Convert 30-50% more leads

Customer Support
Without The Overhead

✓ AI-powered responses and smart ticket ✓ Auto communication sequences
✓ 24/7 support without hiring

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Financial Clarity
in Real-Time

✓ Automated transaction reconciliation
✓ Payment alerts and instant reporting
✓ Real-time financials, no month-end wait

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Data Intelligence
Without Data Teams

✓ Automated ETL and analysis
✓ Executive dashboards with insights
✓ Real data analysis, No analysts needed

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Operations Without
Bottlenecks

✓ Auto approvals and task scheduling
✓ Cross-platform sync and comms
✓ Eliminate administrative bottlenecks

Value Icon
Sales Pipelines
That Run Themselves

✓ Automated CRM / proposal generation
✓ Behavior follow-ups and tracking
✓ Sales focuses on closing, not admin

Lead Management That Never Sleeps

Automated lead capture, enrichment, scoring, routing, and nurturing. Never miss a follow-up. Convert 30-50% more leads with instant, personalized responses.

Lead Management That Never Sleeps

Automated lead capture, enrichment, scoring, routing, and nurturing. Never miss a follow-up. Convert 30-50% more leads with instant, personalized responses.

Lead Management That Never Sleeps

Automated lead capture, enrichment, scoring, routing, and nurturing. Never miss a follow-up. Convert 30-50% more leads with instant, personalized responses.

Lead Management That Never Sleeps

Automated lead capture, enrichment, scoring, routing, and nurturing. Never miss a follow-up. Convert 30-50% more leads with instant, personalized responses.

Lead Management That Never Sleeps

Automated lead capture, enrichment, scoring, routing, and nurturing. Never miss a follow-up. Convert 30-50% more leads with instant, personalized responses.

Lead Management That Never Sleeps

Automated lead capture, enrichment, scoring, routing, and nurturing. Never miss a follow-up. Convert 30-50% more leads with instant, personalized responses.

Ready for your free demo?

Let's get on a call.
The Process

From Chaos to Control
In Weeks, Not Months

Fast wins, lasting impact.
Measurable improvements within 30 days, full systems in 2-3 weeks.

We build, implement, and optimize custom automation that reclaims thousands of hours annually.
Start the Process Today
Start the Process Today

A Deep Dive into Your Business

Discovery
What happens: We audit your workflows, identify bottlenecks, and map your highest-ROI automation opportunities.
‍
Timeline: 2-3 Days.
‍
Your role: Share how your business operates today and what success looks like.

A Clear Path for You

Strategy & Demo
What happens: We create a custom automation roadmap prioritized by impact, then design workflows tailored to your processes.
‍
Timeline: 1 Week.
‍
Your role: Review and approve the strategy before we build.

We Handle It All

Implementation
What happens: We build, test, and deploy your automation systems while training your team on new workflows.
‍
Timeline: 3 - 5 Weeks.
‍
Your role: Provide feedback during testing and participate in training.

Evolving With You

Optimization
What happens: We monitor performance, gather feedback, and continuously improve your automation as your business evolves.
‍
Timeline: Ongoing dedicated support specialist.
‍
Your role: Share results and communicate changing needs.
SCHEDULE A CALL

Result: Most clients see measurable ROI within 30-60 days.

Real Businesses, Real Results

Every workflow is custom-built, but here are the most common transformations we deliver.

Automating Intelligence at Scale
Industry: CRM
Valuation: $1.2 Billion
Problem: Prior donor giving was buried in scattered honor rolls and PDFs, making manual lookup slow and limiting segmentation and ask amounts.
Results:  10,000+ profiles enriched every 30 minutes, boosting average gift size by 19%.
Lead Web Scraping
Data Match + Dedupe
Gift-Tier Inference
Automated Write-Back
Scattered Data to Strategic  Insights
Industry: Fundraising CRM
Revenue: $200+ Million
Problem: Gift officers needed fast guidance on how much a donor might give and which cause they’re most aligned with. Data lived across social profiles, news, and filings, making manual research slow and inconsistent.
Results: Research time cut from ~25 min to under 90 sec. First-meeting conversions lifted 15–22% using the suggested ranges and destination insights.
One-Click Donor Profile
Propensity + Capacity
Cause Match
Auto-Gen Donor Briefs

Our Team Works for You

We're here to grow your business.

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Micah Cooper
Co-Founder
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Daniel Sardina
Co-Founder
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Ryan Neal
Head of Sales
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Chris Neal
Head of Marketing

Stop Wasting Time & Money

Bottom Line: We deliver enterprise-grade automation at agency speed and freelancer pricing, with strategic guidance you won't get anywhere else.

Automation Options
DIY Tools (Zapier/Make)
Software Developer
consultrix.ai
Time to Results
Months (if ever)
6 - 12 months
2 - 3 weeks
Cost
$30 - 300 / month+ months of your time
$50K - 200K+
$10K - 50K
Ongoing Support
High - you build it
Expensive retainers
Included Optimization
Technical Expertise Required
Minimal
High - you
spec everything
None - we handle it
Business Strategy
⚠️ Limited
❌ They build what
you say
✅ Strategic partner
Cross-Platform Integration
❌ No
⚠️ Yes, but expensive
✅ Yes, at pennies on the dollar
AI-Powered Intelligence
❌ DIY
⚠️ Extra cost
✅ Fully built-in
Scales With Your Business
⚠️ Constantly rebuilding
⚠️ Expensive change orders
✅ Quickly Adaptable

Ready for a Free Demo?

Let's chat!

Our team combines creativity, strategy, and industry expertise to help brands grow and connect with their audience

Give me a Free Demo
Give me a Free Demo

Frequently Asked Questions

How long does implementation take?

Initial workflows typically deploy in 4-8 weeks depending on scope. You'll see quick wins within the first 30 days, with full implementation rolling out in phases for minimal disruption.

Can you work with the tools we already use?

Almost certainly. We integrate with 850+ platforms including all major CRMs, email systems, project management tools, databases, payment processors, and analytics platforms. If we haven't integrated with a tool before, we can build custom connections.

What's the typical ROI?

Most clients reclaim thousands of hours annually across their team and see 3-5x ROI within the first year through time savings, reduced errors, and improved conversion rates. We track and report metrics so you can see the impact clearly.

Can we start small first before committing?

Absolutely. Many clients begin with a pilot project focusing on their highest-impact pain point. This proves value and builds confidence before expanding to comprehensive automation.

Do we need technical expertise on our team?

No. That's the point. We handle all technical design, building, testing, and maintenance. Your team just needs to share how you work today and what you want to achieve.

How much does this cost?

Investment varies based on scope and complexity. Most engagements range from $10K-$50K for initial implementation with ongoing optimization support. We'll provide a detailed proposal after your discovery call based on your specific needs.

What if our processes change?

That's expected. Your automation evolves with you. Our AI Smart Learning adapts automatically to pattern changes, and we provide ongoing optimization support for strategic shifts.

Will you train our team?

We provide comprehensive documentation and hands-on training sessions tailored to each team member's role. Your team learns how to use the new workflows effectively, and we're available for ongoing support questions as they arise.

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