How We've Helped Businesses Automate & Scale
We build high-performance digital systems that help businesses streamline marketing, operations and sales, and grow faster. Improve efficiency with CRM automation services for better business growth
Portfolio
Agency Portfolio & AI Automation Case Studies
Featured Case Studies
Fast Federal Resumes : Keap to GoHighLevel Migration for Veteran Services
As the CRM implementer for Fast Federal Resumes, we integrated the company’s website with the Go HighLevel platform to ensure a seamless flow of data and improved customer relationship management. This integration streamlined opportunity creation and lead management processes. We also set up an effective email marketing system to automate campaigns, nurture leads, and deliver targeted messaging. Additionally, we developed a multi-step form in GHL that extends beyond standard CRM features.
Maikaito Insurance : Go High Level
The project involved building a complete workflow system for a new insurance firm with six callers, using a mix of Email, SMS, Voicemail, Chat, and Social channels. We developed 11 automations, three pipelines (Form Feed, Social, and Referrals), and 10 landing pages, along with an automated bot and a built-in website for the firm. LeadNurture was implemented for calling operations, while Looker was used for advanced reporting outside the CRM, with additional support from Make and external glue code.
DIGITALIA 21 : Google and Go High Level DNS Optimization
We were hired to resolve a critical issue where the client’s emails from HighLevel CRM were consistently landing in spam, impacting communication and deliverability. We performed a complete overhaul of the domain’s DNS settings, resolved conflicts in GoDaddy, removed outdated records, and re-verified SPF, DKIM, and DMARC authentication protocols. Our team also implemented corrective measures to restore and strengthen the domain’s reputation in line with email deliverability best practices.
Christina Force : Website Design & CRM Operations
The project involved the development of a new, customized, and responsive WordPress website designed to align with the author's vision while ensuring an intuitive and engaging user experience. Following WordPress design and implementation best practices, the website was carefully structured to enhance usability, accessibility, and performance.
Fetch Agent : Real Estate : Go High Level SaaS Platform
Fetch Agent™ aimed to automate its lead management and sales funnels to increase conversions and achieve revenue goals for its real estate SaaS platform. Our team designed and optimized high-converting sales funnels in Go High Level (GHL) and integrated compliant email and SMS workflows to enhance lead engagement. By aligning automation with platform objectives in collaboration with the development team, we significantly improved conversions and positioned Fetch Agent™ for strong growth.
Gullotto Orthodontics : Keap - Dentma Private Practice Optimisation
Our team played a key role in optimizing Dentima’s CRM system for their orthodontic practice using Keap by streamlining workflows and implementing full automation to improve patient management and communication. We customized the CRM to manage each patient’s journey from initial consultation to treatment completion, including automated appointment reminders, follow-ups, and post-visit care instructions. Additionally, we integrated payment processing to automate invoicing, reminders, and payment plan tracking, significantly reducing administrative workload.
Soma Byron : Automating Operations & CRM Integration for Seamless Efficiency
Soma Byron, a luxury boutique accommodation provider in Byron Bay, needed a streamlined and automated backend system to support its growing operations and enhance guest experience. We developed advanced workflow automation to optimize bookings, customer communication, and backend management, ensuring seamless coordination between reservations, payments, and guest services. A key part of the project was integrating and optimizing their Keap CRM with custom automation, lead tracking, and email marketing workflows. This transformation improved operational efficiency, strengthened customer relationships, increased guest retention, and drove more direct bookings.
Gotcha4Life Australia : HubSpot CRM: Streamlining School Programs Across Australia
Gotcha4Life is a Sydney-based mental health charity serving over 80 schools across NSW and Queensland. Their HubSpot CRM was struggling with technical debt and inefficient workflows. Tecomato rebuilt processes, automated Lead Educator assignments, and streamlined scheduling, enabling schools to book sessions directly through HubSpot. Program Coordinators can now focus on exceptions, while the charity operates more efficiently and scales effectively.
Refined Wellness - Keap : Process Automation & AI Integration
For Refined Wellness, our team implemented seamless automation and AI-driven solutions to enhance operational efficiency and improve client experiences. Using Zapier, we automated appointment scheduling, reminders, and follow-ups. Additionally, we integrated AI-powered tools to create personalized wellness plans tailored to individual client needs. Marketing workflows were also automated to nurture leads, converting them into loyal customers. These integrations allowed Refined Wellness to offer a more streamlined, personalized service, boosting customer engagement and satisfaction.
Aaron Sansoni : Keap - HubSpot : Transforming Digital Health
We migrated Aaron Sansoni’s CRM and automation systems to HubSpot, streamlining workflows and improving lead management. The integration included automated email sequences, lead nurturing workflows, and enhanced reporting. This transition has improved efficiency, allowing Aaron to engage more personally with clients and boost conversions.
BeGlad Training - CRM & Marketing Automation for Educators
Be Glad Training is a US-based enterprise delivering award-winning K-12 professional development in language acquisition and literacy, having trained over 28,000 educators and impacted 700,000 students worldwide. However, their email marketing infrastructure was struggling. Both Copper CRM and Mailchimp were in use but poorly managed — data sat in silos, lists were disorganised, and there was no connection between the two platforms. For an organisation communicating with over 20,000 teachers and principals monthly, this was unsustainable.
BoldAWD - HubSpot CRM & Lead Management Solutions
BOLD Architectural Windows and Doors is a Melbourne-based Australian company with over 50 years of industry experience, specialising in premium aluminium windows and doors for residential customers. Known for quality craftsmanship and compliance with Australian building standards, BOLD had built a strong market reputation. However, their digital infrastructure was not matching that standard. HubSpot was underutilised, website forms were disconnected from the CRM, and there was no structured pipeline to manage enquiries from first contact to installation. As demand grew, leads were not being followed up consistently.
Farmhouse by Amitha – Marketing Automation & Customer Engagement
Amitha Verma runs Farmhouse by Amitha, a US-based small business selling premium chalk finish paint and home décor products through an e-commerce store, classes, and tutorials. Despite a loyal customer base, her digital marketing had stalled. Her Keap CRM was bloated with inactive contacts, email engagement had flatlined, and there was no unified strategy connecting her website, Facebook, and email channels. She needed expert help to bring it all back to life.
Forwood Safety - Zoho CRM & Sales Pipeline Enhancement
Forwood Safety is an Australian-headquartered global enterprise specialising in critical risk management and safety solutions for high-risk industries including mining, construction, energy, and manufacturing. Operating across 1,000+ sites in 60 countries, Forwood had the scale and reputation — but their sales infrastructure was not keeping pace. Their Zoho CRM was poorly managed, with fragmented processes, no website integration, and no automated lead capture from LinkedIn. These gaps meant lost opportunities and limited pipeline visibility.
Jo Woods - Streamlining Digital Workflows for Client Management
Jo Woods is a Melbourne-based personal and relationship counsellor-coach who has been helping individuals and couples navigate life's challenges since 1997. Operating from Albert Park, Jo combines Positive Psychology, Acceptance and Commitment Therapy, and Buddhist Psychology to deliver deeply personal work. As her practice grew — spanning private sessions, online courses, and a community platform — so did the complexity of her digital ecosystem. ActiveCampaign, Shopify, Skool, and ScoreApp were all in play, but none talked to each other. Follow-ups were manual, data lived in silos, and Jo was spending more time on admin than on her clients.
Lucid PI - Data-Driven Sales Systems for Smart Property Investment
Lucid PI is a Brisbane-based property investment advisory founded by Chris McKnoulty, offering data-driven strategies to help Australians build wealth through smarter property acquisition. With over 20 years of experience in South East Queensland property analysis, Lucid PI had built a strong reputation for above-market returns. As the business expanded its Contra Properties brand, it needed a sales operation fast — a structured calling process, a CRM, and a trained caller. The timeline was tight: two weeks to go from zero to operational.
Right Line Trading: CRM Optimization & Automation System
Right Line Trading is a US-based SME headquartered in Miami Beach, Florida, offering AI-powered automated trading systems, live trading rooms, and educational programs for futures, options, and prop traders. Reliable communication with prospects and members was non-negotiable, but their Keap CRM was in disarray — poorly configured, plagued by deliverability issues, and lacking automation for webinars and sales tracking. They needed a long-term partner to fix the problems and keep the engine running.
Tax Return Systems - Scaling Technology for Multi-Brand Tax Services
Tax Return System, founded by CEO Alec Friel, is a US-based mid-market tax strategy firm operating across multiple brands including Tax Saving Experts, Cost Seg Masters, and Professional Filing Solutions. Featured in Forbes and Entrepreneur, Friel has built a seven-figure operation helping entrepreneurs and high-income earners reduce their tax burden through education and strategic implementation. With daily coaching calls, a growing client base, and multiple revenue streams, the company was scaling fast. The challenge was ensuring technology could keep pace without hiccups that would slow momentum.
Vikara Saunas - Building Sales Infrastructure for Growing Wellness Brands
Vikara Saunas is an Australian mid-market company that has grown into the country's largest distributor of premium home saunas, ice baths, and wellness products, with showrooms in Sydney and Melbourne and delivery worldwide. Vikara had scaled rapidly — but their sales infrastructure had not kept up. There was no CRM, no structured pipeline, and no automation connecting lead volume to a sales process. Enquiries were handled manually, and as demand grew, opportunities were slipping through the cracks.
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