Automation & Integrations
Connect the systems you already use and automate the repetitive follow-up around enquiries and bookings.
A later-stage service for existing clients and qualified projects — connect CRM, booking, email and reporting tools so leads, bookings, quotes and reviews are followed up automatically, with human approval built in.
For when the foundation is working
Automation & Integrations is a later-stage service. It’s most useful once the
website and enquiry process are already working properly — typically for existing
clients and qualified projects, not a first purchase.
What it does
- Captures website enquiries, creates records and routes them to the right person.
- Confirms bookings, sends reminders and follows up on no-shows.
- Delivers quotes, chases them, and creates the job when one is accepted.
- Requests reviews with consent captured up front and an opt-out in every message.
- Reactivates lapsed customers and sends renewal or service reminders.
- Keeps reporting and dashboards up to date without manual work.
Built to be trusted
Every automation is documented, logged and protected against duplicate actions.
Customer-facing messages default to human approval until you sign off on running
them unattended. You stay the data controller; Ashlar builds the consent capture
and opt-out mechanics.
Costs and scope
Third-party subscriptions, AI usage and message costs are held in your name and
billed to you. Each build is scoped to the specific workflows your business runs
on, so you only pay for what you actually use.