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Workflow Automation Service

Automation that connects forms, CRM, calendars, and follow-up.

Geniusware builds automation connecting forms, CRM, calendars, email, spreadsheets, notifications, and operations workflows.

Automation pipeline

Flow
Trigger
Condition
Task
Notify
Why it matters

The real cost of a disconnected setup

Manual handoffs between tools are slow and error-prone. Copy-pasting leads, chasing follow-ups, and re-typing data is work the system should be doing.

What we do

What Geniusware can include with Workflow Automation

Scope is shaped around your business. Standalone services are quote-based — request a quote or book a consultation.

Zapier / Make-style planning
Form-to-CRM workflows
Notifications
Task creation
Email / SMS follow-up
Routing logic
Connected system

How Workflow Automation connects to the rest

Automation is the connective tissue: it moves data and tasks between your website, CRM, calendar, and inbox so the system runs without manual handoffs.

The workflow

1Trigger
2Captured
3Routed
4Tasks created
5Follow-up
6Notified
7Reported
Related packages

Approved packages with public CAD pricing

All prices are in Canadian Dollars (CAD) and shown before applicable tax.

AI Starter

Best starting point

Capturing leads and missed calls automatically.

$1,999.99setup

+ $499.99/month

Month-to-month after setup

  • AI lead capture
  • Missed-call text-back
  • AI appointment booking
  • Growth reporting dashboard
Open Checkout

CAD · before tax

AI Voice & Lead Suite

Popular

Answering the phone and routing every lead.

$3,499.99setup

+ $949.99/month

Month-to-month after setup

  • AI phone assistant
  • AI lead capture
  • CRM pipeline automation
  • Call tracking + reporting dashboard
Open Checkout

CAD · before tax

AI Growth Operating System

High-touch

Running a connected AI operations layer.

$5,999.99setup

+ $1,499.99/month

Month-to-month after setup

  • AI phone assistant pro
  • Lead capture + CRM automation
  • Workflow automation
  • Reputation management + knowledge base
  • Drip campaigns + reporting
Open Checkout

CAD · before tax

Ready to build the business system your company should have had from day one?

Book a free consultation, request a quote, or start with a technology audit. Ask about Workflow Automation and we'll recommend the cleanest next step.