SimplySync AI
Custom Build

Automation Built
for Your Business.
Not Someone Else's.

Every business has a unique way of operating. When off-the-shelf tools don't fit, we start from scratch - mapping your exact process and engineering a solution that works the way you do.

Your Custom Workflow

Trigger
New Lead via Web Form
Action
Qualify with AI + Route by Score
Branch
High intent → Booking path
Branch
Needs nurture → Helpful follow-up
Action
Update record + Notify owner
100%
Automated
0
Manual Steps
24/7
Running
Built for you
Our Approach

Strategy Before a Single Line of Code

Most automation fails because it was built before anyone understood the problem. We do the hard thinking first.

01
Identify

We Find Every Bottleneck

Before we touch a single tool, we map your entire operation. Every manual step, every hand-off, every place where time or money leaks out.

02
Design

We Design the Right Solution

We scope the exact workflow, choose the right tools for your stack, and write it all down in a clear proposal with defined scope. No surprises.

03
Build

We Build and Test Thoroughly

Built in isolation, tested on every edge case, reviewed by you before it touches your live business. We do not ship until it is right.

04
Launch

We Deploy and Stay With You

Live deployment with your team watching. Full documentation. Ongoing support so your automation keeps running as your business evolves.

The Right Tools

We Choose the Right Approach
for the Work That Matters

We start with your process, then shape a dependable system around the work that matters most. The result is clear ownership, fewer handoffs, and room to improve as your business grows.

Clear ownership of the workflows we build
We build on platforms your team can actually learn
If you have existing tools we work with them, not around them
Every build comes with documentation and a handoff session
Connected records
Keep business context aligned
Decision logic
Route work by clear rules
AI assistance
Handle repeatable decisions
Human handoffs
Escalate when judgment matters
Connected services
Move information between tools
Useful reporting
Make the outcome visible

Have an existing system? We will map the safest way to keep it useful.

What We Build

Common Automation Builds

These are examples. If your process involves repetitive tasks, data movement, or manual handoffs between people or systems, we can automate it.

Multi-System Data Sync

Keep your CRM, accounting software, inventory, and scheduling tool in sync automatically. No manual entry, no duplicate records.

Smart Notification Routing

Multi-condition alerts send the right message to the right person at the right time across the channels your team uses.

AI-Powered Data Processing

Summarize reports, classify requests, and extract structured data from the inputs your business already receives.

Conditional Business Logic

Workflows with branching logic that mirrors your real rules, from approvals and onboarding to escalation trees.

Connected Services

Connect the systems that matter through approved webhooks, APIs, and data transformation.

Automated Reporting

Pull approved data together, format it clearly, and deliver the right view on schedule.

Who We Work With

Industries We've Built For

Healthcare and Medical Practices
Real Estate and Property Management
Legal Services and Law Firms
Accounting and Financial Services
E-commerce and Retail
Contractors and Home Services
Insurance Agencies
Automotive Dealers and Service
Restaurants and Food Service
Professional Services and Consulting
Get Started

Have a process that needs automating?

Tell us about it on a free 30-minute call. We'll scope it, document the work clearly, and build it the right way. No long RFP. No sales runaround.

Free scoping call
Clear scope and terms
No surprises in the handoff
Discuss My Project
Answer first

What Custom Automations is built to do

Custom Automations maps a specific business process into clear triggers, decisions, actions, and human handoffs so the work becomes easier to run and improve.

See all product solutions

Common questions

When is a custom automation useful?

It is useful when an important process crosses systems, has repeated steps, or needs clear routing that a standard product path does not cover.

Do custom automations remove human judgment?

No. The design makes human decisions visible and routes exceptions to a person when judgment, trust, or approval matters.

Can a custom build connect to SimplySync products?

Yes. A custom path can connect approved product features such as conversations, pipeline, booking, campaigns, reporting, and portals.