By business function
What we typically combine, for each part of your company.
Read across a row: the problem, the blocks we use, and what your team gets. Typical compositions, adapted to your process after the discovery call.
FunctionAgentAutomationsSystemYour team gets
Reception & customer serviceCalls and messages answered late, or not at all
IRISanswers, qualifies, books
Contact and summary in the CRM · confirmation SMS · routing to the right person
Request log with owner and status
Every request answered, owned and followed
SalesQuotes go quiet, leads cool down, the CRM is out of date
MAXresearches, drafts follow-ups for approval
No reply after X days → follow-up queued · CRM updated from emails and calls
Pipeline board with the next action per deal
No quote without a follow-up; time spent on the replies
MarketingIdeas and client wins never become content
ARIAbriefs, drafts, plans
Approved post → scheduled · new contacts → right sequence
Editorial calendar shared with the team
A steady presence, built from real business moments
Finance & reportingNumbers in five tools, rebuilt by hand before each meeting
OPScompares, explains, flags anomalies
Data pulled every Monday · alert when a measure drifts
Dashboard with the measures you chose
One page before every review, with the sources
Admin & HRDocuments, schedules and CVs wait for a free afternoon
COREprepares documents, screens applications
Interview invites and reminders · onboarding checklist on signature
Hiring pipeline and admin task board
Managers decide on a shortlist, not a pile
Operations & service deliveryRequests cross sales, planning and invoicing, and stall at each step

IRIS + COREcapture and schedule
Request → ticket with priority · job closed → invoice data prepared
Service tracker or client portal
Each request visible from first call to invoice