Automate the Work.
Keep the Decisions Human.

Turn repetitive tasks into governed workflows that run inside IN ONE. From intake and bookings to collections and reporting – we map your real-world processes and automate the busywork without losing control.

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Sales → Ops → Finance in one flow

Every step timestamped on the client

Manual follow-ups reduced

0 %

once lead + reminder flows are live

Time to first response

0 min

from web, WhatsApp and form channels

Work visible on one board

0 %

of key steps logged to the client record

Ready-to-use workflows

Automations that match how your teams already work.

We don’t ask you to “change everything.” We take the emails, WhatsApp threads, spreadsheets and checklists you use today, and rebuild them as clean, governed flows inside IN ONE – per department.

Sales

Lead-to-close pipeline

Instant lead capture from forms, WhatsApp and landing pages straight into IN ONE.
Auto-assignment rules by product, region or channel.
Sequenced follow-ups with tasks, emails and WhatsApp nudges.

Operations

Bookings & fulfilment

Clients receive automated confirmations, reminders and pre-visit checklists.
Internal tasks routed to the right team with SLAs and escalations.
Exceptions surfaced early instead of discovered at month-end.

Finance

Invoices & collections

Trigger invoices from deal stage, job completion or milestones.
Friendly WhatsApp, SMS and email reminders linked to tap-to-pay.
Live view of who’s paid, who’s late and what’s at risk.

Service & CX

Cases & aftercare

Central inbox for WhatsApp, email and web tickets with routing rules.
Automated acknowledgements and FAQs, with easy human handover.
Aftercare and review campaigns triggered by outcomes, not guesswork.

How it works

From messy process to clean, governed automation.

Map the real world, not the ideal world.

We start with how work actually happens: screenshots, WhatsApp threads, spreadsheets, templates and ad-hoc steps. Together we turn that into a clear, visual workflow.

Design triggers, owners and safeguards.

For every step we agree: what triggers it, who owns it, what should happen on success or failure, and where approvals or human review are required.

Build, test, then roll out with your team.

We configure the automation in IN ONE, test on a small subset of clients or deals, then train your team and go live once everyone is confident.

Measure, tune and add the next workflow.

Once the first flows are stable, we tune timing and messages based on data — then move onto the next workflow in your roadmap.

Control & compliance

Automations you can trust in front of clients and regulators.

Every workflow inside IN ONE is built with POPIA, GDPR and real-world governance in mind. You always know who did what, when and on which client record – whether it was a human or a bot.

🛡

Explicit triggers & access control

Workflows only fire when clear, pre-agreed conditions are met. Role-based access control ensures only the right teams can edit flows, messages or routing rules.

📜

Full audit trail on every client

Every automated action is written to the client timeline: what was sent, by whom, which template was used, and whether the client opened or responded.

👤

Human-in-the-loop for edge cases

For sensitive steps we route to a human for approval, additional checks or a personalised message before the automation continues.

🔁

Safe rollback & versioning

We keep versions of your automations, so we can roll back if required and show exactly what logic was active at a given point in time.

Good automation makes audits easier, not harder.

One place to show who received which message and why.
Consistent templates and language instead of “freestyle” replies.
Clear escalation paths when clients raise concerns or disputes.
Easy to prove that consent, preferences and data rights were honoured.

When we design workflows with you, we always include a quick “risk & governance” check so you can defend the automation with confidence.

Questions

Frequently asked about workflow automation in IN ONE.

How many workflows can we automate at once? +

Most teams start with their “first five” high-impact workflows: lead intake, bookings, invoicing, reminders and weekly reporting. After that, there’s no hard limit — we grow the library with you, prioritising flows that have the best mix of risk, effort and payoff.

Do we need a dedicated IT team to maintain this? +

No. IN ONE is built so operations, sales and CX leaders can co-own workflows with our implementation team. Complex integrations are handled by us, while day-to-day tweaks (like timing, wording or routing) can be adjusted by trained power users.

How long does it take to see real results? +

Typically, we complete mapping and build of the first set of workflows in 4–6 weeks, depending on complexity. Most clients see tangible time savings and fewer dropped balls within the first 90 days.

Can we start small and add more automation later? +

Absolutely. We recommend starting with the one or two pain points that frustrate your team the most. Once those flows are live and stable, we extend the automation footprint in deliberate, low-risk increments.

Want us to map your first five workflows?

Book a 15-minute Workflow Mapping Session. We’ll unpack how you work today, suggest your “first five” automations and show you how they would live inside IN ONE CRM.