WHY WE BUILT THIS
Hundreds of clients.
Same problems, every time.
At Automation Helpers, we’ve spent many years designing and building business systems for hundreds of clients: CRMs, operations tools and the automations that tie them together. Almost every new client arrived with the same story.
The same problems, client after client:
Paying more every year for per-seat subscriptions
Five tools that don’t talk to each other, with data copied between them by hand
Processes bent to fit the software, instead of software built around the process
Nothing they truly owned or could change when the business changed
So we built it once, for everyone.
That’s Automation System.
BUILT BY
Automation Helpers
Many years of designing and building CRMs, operations systems and automations for hundreds of businesses. Automation System is everything we learned, packaged so you can own it.
THE PEOPLE BEHIND AUTOMATION HELPERS
Eli, Alex, Nathan, Brigitte, Donald, Neil, Trent, and plenty more.
FROM A CLIENT
“We accomplished so many of our business development goals with Automation Helpers! They implemented our CRM and automated repetitive internal business processes.”
Brendan Wewer, Commonwealth Appraiser
SNEAK PEEK
A first look at Automation CRM.
The five screens you’ll use every day, and what each one does. Full screenshots are coming soon.
NOTHING SLIPS THROUGH
Most CRMs go stale within weeks, because they only work if someone remembers to update them. Warm leads go quiet, “check back in a month” gets forgotten, and money sits in old emails. Automation CRM is built to keep those people in front of you.
ALWAYS ON
Built in from day one.
Needs Attention flags overdue follow-ups, deals past their close date and anything with no next step. Every lead shows when you last spoke and when to follow up.
OPTIONAL AI
AI help, when you want it.
Add AI that summarizes notes, suggests the next step, drafts a follow-up or scores new leads. Or just ask it: “Who haven’t we spoken to in 30 days?”
YOUR CALL
You stay in charge.
Nothing gets sent or changed without you deciding it should. Start with the basics and add AI one step at a time, at your pace.
AI features use the monthly credits included in your Zite plan: 50 on Free, 100 on Pro and 400 on Business. People using your CRM don’t use credits, and anything you do without AI is free.
WHAT’S READY
Automation System is being built one system at a time. Here’s exactly where each one stands.
● Available now
Automation CRM
Ready today for $599, one time. Everything you need to run sales, from first lead to closed deal, on one database you own. It flags who needs a follow-up, so warm leads don’t go cold.
Leads · Pipeline · Contacts · Accounts · Reporting
Early 2027
Project Management
Up next. Projects, tasks and delivery, connected to the customers and deals already in your CRM. Sold separately when released.
Projects · Tasks · Time logging · Team workload
Later
Marketing OS
Coming later. Campaigns, content and lead sources, feeding straight into your pipeline. Sold separately when released.
Campaigns · Content · Lead sources · Analytics
Every system is built on the same foundation, so each one connects to what you already have.
CONNECTS WHEN YOU NEED IT
Keep the tools you already use.
Automation CRM doesn’t come pre-connected to every app, but it can link to the ones your business relies on. Zite has built-in connections for popular tools like QuickBooks, Stripe and Slack, and almost anything else can be connected too. Connect what you need when you’re ready, yourself or with our setup help.
Google Workspace
QuickBooks
X
Xero
Stripe
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Slack
PandaDoc
Quo
Fellow.ai
WHAT YOU COULD SAVE
Drag the sliders to match your own tools and hours.
Most teams are paying more in glue and manual work than in software.
Your business today
With Automation CRM
pays for itself in17 days
Software built around how your business already works.
OWN IT.
Buy Automation CRM once and it’s yours to keep, change and build on, with no subscription to us.
START FROM THE BONES.
Skip the blank page. The data structure, core screens and workflows are already in place for you to build from.
MOLD IT TO YOU.
Describe the change you want and AI reshapes fields, workflows and screens until the software fits your process, not the other way around.
THE PAYOFF
What changes when your software fits.
less data entry, chasing and copying between tools
Saved on software
a year, by replacing the growing SaaS stack
One-time price
then no per-seat or monthly fees to us
*Potential outcomes based on previous client implementations. Results vary by business. Your Zite plan (free to start, then from $20/mo, unlimited users) and third-party tools are billed separately.
HOW IT WORKS
From request to software that fits. Five steps.
From the moment you fill out the form to running your business on software you own. Do every step yourself with our YouTube guides, or bring us in for any of them.
01 — REACH OUT
Tell us about your business
Fill out the form with how your business runs today, which tools you use and what keeps breaking. We’ll get back to you, talk it through on a call if it helps, and send you Automation CRM when you’re ready. $599, one time, no subscription to us.
02 — COPY
Copy it into your Zite workspace
Automation System runs on Zite, an AI app builder. Automation CRM clones straight into your own Zite account with the CRM’s data structure, screens and workflows already in place. Your copy, your data, your rules. Start on Zite’s free plan, then move to Pro from $20 a month (billed yearly) as you grow. Every plan includes unlimited users, so the price never grows with your team.
03 — SHAPE
Mold it to your process
Describe how your business works, and Zite’s AI reshapes the CRM to match: your pipeline stages, fields, screens and follow-ups. Our video guides walk you through common changes step by step.
04 — MOVE IN
Bring in your data and your team
Import your spreadsheets and existing records for accounts, contacts and leads, connect the tools you already use, and invite your team with the permissions they need.
05 — GROW
Add more systems as they ship
Project Management and the Marketing OS will be available separately as they’re released. They share the same foundation, so each one connects to the CRM you already run.
Rather not do it alone?
We’ll set it up with you, move your data and onboard your team as a paid add-on. Book a call and we’ll scope it together.
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WHAT’S INSIDE
AVAILABLE NOW
Automation CRM is the first part of Automation System: a one-time purchase, and everything you build on it is yours. It runs in your own Zite account, free to start, then from $20 a month for your whole team as you grow. Project Management and the Marketing OS will be sold separately as they’re released. Setup, data migration and team onboarding are available as a paid add-on.
CRM · LIVE
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PROJECTS · NEXT
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MARKETING · LATER
WATCH ON YOUTUBE
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Automation System on YouTube
Walkthroughs, setup guides and tips for shaping Automation CRM around how you work.
GUIDES & WALKTHROUGHS
See it in action, then make it yours.
Our YouTube channel walks you through Automation CRM, with practical guides and resources to get set up, bring in your data and shape it around your business. Get Automation CRM today and follow along at your own pace.
WHO IT’S FOR
Built for businesses that have outgrown their software.
Automation System is a foundation, not a finished product. It’s the right fit if you want to own your software and shape it around how you work. If it’s not, we’ll tell you on the call.
It’s built for you if…
You’re paying for several tools that don’t talk to each other
Good leads go cold because nobody remembered to follow up
You want software that fits your process, not the other way around
You’d rather have one flat price than pay for every seat
You’re happy to build, or to have us help you build
It’s probably not for you if…
You want a finished, fully supported product on day one
You need project management or marketing working today
You don’t want to run your own system
One off-the-shelf tool already does everything you need
LET’S TALK
Fill out the form to get Automation CRM or ask us anything. Tell us how your business runs today and we’ll show you how it fits, what to build first, and whether setup help makes sense. No pitch deck, just your workflow.
Is this another subscription?
What exactly do I get?
Do I have to replace the tools we already use?
Why not just use HubSpot, ClickUp or Notion?
How do I get it, and what happens next?
What does “yours to keep” mean?
What is Zite?
Do I need to know AI to use it?
Can we bring in our spreadsheets and existing data?