Automation Solutions for Modern Businesses
Transform client operations, project management, invoicing, and internal workflows with secure, low-code automation solutions.
Our automation tools reduce administrative workload, accelerate client service, and improve operational visibility across your business.
Core Business Automation Modules
Production-ready automation tools to streamline your essential business operations.
Phase 1: Available Now
CRM & Lead Workflow Automation
Automate client onboarding, lead capture, follow-ups, and pipeline communication. Reduce manual CRM management and ensure timely responses.
Client Follow-Up Automation
Auto-generate follow-up emails, updates, reminders, and client status summaries. Improve retention and consistency.
Invoice & Document Assembly
Instantly generate invoices, quotes, proposals, and structured client documents using templates and automated data input.
Proposal & Estimate Automation
Create proposals, quotes, and estimates in minutes using templates and pre-set pricing data.
Project Tracking & Reporting
Auto-build project status summaries, dashboards, Gantt-style updates, and recurring reports.
Vendor & Partner Workflow
Manage subcontractors, vendors, partner workflows, onboarding packets, and compliance documentation.
Operational Workflow Automations
Advanced automation tools coming soon to enhance operational efficiency.
Phase 2: In Development
Enterprise Expansion
Enterprise-grade tools for compliance, governance, and executive insights.
Phase 3: Coming Soon
SOP & Compliance Automation
Generate SOPs, safety guidelines, compliance documentation, employee manuals, and version-controlled policy materials.
Executive Dashboards & Analytics
Provide leaders with automated dashboards summarizing operations, financials, client activity, and project performance.
Business Automation Roadmap
Our phased approach to delivering comprehensive business automation.
Core Automations
- CRM & Lead Workflow Automation
- Client Follow-Up Automation
- Invoice & Document Assembly
Operational Efficiency
- Proposal & Estimate Automation
- Project Tracking & Reporting
- Vendor & Partner Workflow
Enterprise Expansion
- SOP & Compliance Automation
- Executive Dashboards & Analytics
Industries We Support
Our automation solutions are designed to serve diverse business sectors.
Why Businesses Choose Zevantis
Reduce Administrative Workload
Eliminate repetitive manual tasks and free your team to focus on high-value work.
Standardize Internal Processes
Create consistent, repeatable workflows across your organization.
Accelerate Client Service
Deliver faster responses and better client experiences.
Improve Reporting & Visibility
Gain real-time insights into operations and performance.
Automate Repetitive Tasks
Let automation handle routine operations while you scale.
Reduce Operational Costs
Lower overhead and increase efficiency across your business.
Ready to Modernize Your Business Operations?
Let's explore how Zevantis can transform your workflows and accelerate your business growth.