Connected CRM, invoicing, and email into a single automated workflow — eliminating 15 hours of manual data entry per week and reducing invoice-to-payment time by 40%.
The firm was running on three disconnected tools: a CRM, an invoicing platform, and email. Every client update required manual data entry in all three. Invoices were sent manually. Payment follow-ups were manual. An estimated 15 hours per week went to administrative overhead that generated no value.
We built an n8n automation layer connecting all three systems. New CRM contacts automatically create invoicing profiles. Completed projects trigger invoice generation. Overdue invoices trigger escalating follow-up sequences. Payment confirmations update the CRM and trigger onboarding sequences.
15 hours/week recovered. Invoice-to-payment time reduced from 22 days to 13 days. Zero missed follow-ups since deployment.