Automations

The automations we set up most often

A task that comes back every week and always follows the same steps? We hand it to AI. These are the automations Montréal small businesses ask us for most, each explained step by step.

Supplier Invoices

Supplier Invoices

AI reads your invoices and files them for bookkeeping.

Appointment Reminders

Appointment Reminders

A text the day before, and the client confirms in one reply.

Quote Follow-Ups

Quote Follow-Ups

An unanswered quote gets a follow-up at the right time.

Email Triage

Email Triage

Your inbox sorted, routine replies ready to approve.

CRM Automation

CRM Automation

Every new customer lands in the CRM, no duplicates, follow-up set.

Automatic Reports

Automatic Reports

Sales, calls and appointments summed up every Monday morning.

You stay in control

Every automation follows your rules. Anything out of the ordinary is flagged to you, and nothing important goes out without your approval if that is what you choose.

Your task is not on the list? That is not a problem. If it follows the same steps every time, we can automate it.

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Tell us about your task

Tell us what slows you down. We’ll come back with a plan and a clear quote, in English or French.

primeservicesmtl@gmail.com

What you’re interested in

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