- LEVEL 2: AI Workflow Automation
Reclaim Up to 10 Hours Weekly Through Smart Workflow Automation
Your team spends more time managing work than doing it.
Our no-code automation eliminates the busywork that's stealing your growth potential with results visible in week one.
- Automate Your Busywork Fast
- 30-50% Average Time Savings
- Launch in Days, Not Months
- Built for Real ROI Gains
Problem-Solution-Outcome
- The Problem : You're Managing Work Instead of Doing It
- 25+ hours weekly lost to status updates, data entry, and routine follow-ups
- Team productivity gets lost in workflow friction and manual handoffs
- Growth opportunities slip by while you’re firefighting operational issues
- Manual processes create errors that cost time and money to fix
- Our Solution : Automation That Actually Works
We build intelligent workflows using your existing tools – ClickUp, Slack, your CRM. Our automations handle the repetitive tasks that drain productivity while keeping humans in control of strategic decisions.
Your Outcome: Operations on Autopilot (Almost)
- Eliminate 40% of manual tasks through intelligent automation
- Reduce operational costs by 20-30% through efficiency gains
- Improve project delivery by 40% with automated workflow management
- Scale your output without scaling headcount – do more with the same team
Automation Solutions
From project management and sales to admin and operations, our AI-powered automations eliminate repetitive tasks and keep your team focused on what matters most. Whether it’s auto-assigning tasks, syncing data, or delivering real-time client updates, our solutions are designed to boost productivity, reduce errors, and scale with your growth.
We streamline your delivery with AI Agents, automation-ready workflows and smart integrations that free up your team and boost output.
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Service Overview
Implementation Process
- Week 1: Quick Wins Setup
- Priority workflow identification from your Level 1 roadmap
- Initial automation configuration and testing
- Team training on new automated processes
- First time savings visible immediately
- Week 2: Advanced Integration
- Complex workflow automation implementation
- Cross-platform integration setup (ClickUp ↔ CRM ↔ Communication tools)
- Error handling and edge case configuration
- Full productivity benefits realised
- Weeks 3-4: Optimisation & Training
- Performance monitoring and fine-tuning
- Team feedback integration and process refinement
- Advanced feature training for power users
- 30-day optimisation support included
Why Start with Assessment?
“We Got Our Weekends Back”
“IPM’s automations eliminated the Sunday night panic of checking if everything was ready for Monday. Our project status updates themselves now, and our team focuses on delivery instead of reporting.”
Lisa Rodriguez, Operations Manager, Creative Solutions (67 employees)
“Like Having a Super-Efficient Assistant Who Never Sleeps”
“Lead response time went from 4 hours to 4 minutes. Our sales automation handles initial outreach, scheduling, and follow-ups. It’s like having an SDR that costs 90% less.”
Michael Chang, Sales Director, TechGrow (89 employees)
Investment & ROI
- Implementation Options
- Project-based: One-time implementation
- Monthly retainer: Ongoing optimisation
- Expected ROI
- Time savings: Up to 10 hours per week recovered
- Workload reduction: Up to 60% of routine tasks automated
- Productivity increase: Approx 80% of teams see measurable gains
- Payback period: Typically within 6 months
Testimonials
They create personalised software solutions that transform businesses, focusing on exceptional customer
Julia Johnson
They create personalized software solutions that transform businesses, focusing on exceptional customer
Julia Johnson
The team at IPM Software is a pleasure to work with. Not only do they bring specific platform expertise, they are exceptionally flexible, provide rapid turnaround times, and offer solution alternatives, allowing the most effective implementation decisions to be made with ease.
Ian Ratner
Managing Director, Triple Blaze Consulting
The team at IPM Software is a pleasure to work with. Not only do they bring specific platform expertise, they are exceptionally flexible, provide rapid turnaround times, and offer solution alternatives, allowing the most effective implementation decisions to be made with ease.
Ian Ratner
Managing Director, Triple Blaze Consulting
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