Leakage 01
Leads wait too long
New inquiries sit in an inbox, missed calls wait until morning, and follow-up depends on someone remembering.
Business automation services
Automation built around your real workflows.
ContourIQ maps, builds, and manages the work between your CRM, inbox, phones, calendar, documents, and business tools. Start with one process, keep people in control, and expand only after it proves value.
Managed implementation—not another tool your team has to figure out alone.
Illustrative workflow
Lead response with approval
1
Trigger
New lead arrives
2
Context
CRM + inbox checked
3
Decision
Route or request approval
4
Action
Follow-up sent and logged
Approval boundary
Pricing changes and unusual requests pause for a named owner.
Where automation starts
Find the work falling between your systems.
The best first workflow is repeated, expensive enough to matter, and clear enough to measure. It usually looks less like science fiction and more like a handoff your team performs every day.
Leakage 02
Handoffs lose context
Teams copy the same details between email, a CRM, calendars, documents, and task lists.
Leakage 03
Admin follows you home
Proposals, reminders, updates, and routine customer questions consume the hours meant for higher-value work.
01Leads & CRM
Respond, route, and follow up before interest goes cold.
Connect forms, calls, inboxes, calendars, and your CRM so every inquiry reaches the right next step. Automations can draft, assign, remind, and escalate while your team keeps control of sensitive conversations.
Example scope
- Missed-call capture and after-hours response
- Lead qualification, routing, and owner alerts
- Persistent follow-up with clear stop conditions
- CRM updates and pipeline hygiene
Scope depends on your systems, data, process owner, risk, and approval requirements.
02Operations
Move work across systems without losing the handoff.
We map the process first, then connect the systems already involved. Axiom can watch for an event, gather context, prepare the next action, and route exceptions to a person instead of hiding them.
Example scope
- Task creation, assignment, and escalation
- Inbox triage and approval queues
- Scheduling, reminders, and status updates
- SOP assistants and operational reporting
Scope depends on your systems, data, process owner, risk, and approval requirements.
Explore this service →03Documents & back office
Shorten the distance between agreement and getting paid.
Turn approved business rules and customer details into consistent drafts, reminders, and records. People review pricing, contracts, and exceptions before anything consequential moves forward.
Example scope
- Proposal and contract preparation
- E-signature and document follow-up
- Invoice reminders and account updates
- Structured data capture from forms and email
Scope depends on your systems, data, process owner, risk, and approval requirements.
04AI-assisted service
Handle routine requests without pretending every request is routine.
AI agents can answer from approved knowledge, draft replies, collect details, and route exceptions. Escalation rules keep unusual, sensitive, or high-value situations with the right person.
Example scope
- Customer-service drafting and triage
- Voice agents for approved call workflows
- Knowledge-grounded internal assistants
- Human review, escalation, and audit trails
Scope depends on your systems, data, process owner, risk, and approval requirements.
Explore this service →How engagements work
One workflow. Defined controls. Measured value.
Automation should make an accountable process easier to run—not turn an unclear process into a faster problem.
- 01
Map one workflow
We identify the trigger, people, systems, decisions, delays, and current cost. If automation is not the right answer, we say so.
- 02
Design the controls
We define what can run automatically, what needs approval, what should escalate, and how success and failure will be measured.
- 03
Build and test
We connect the required tools, test real scenarios and edge cases, document the workflow, and launch with accountable owners.
- 04
Measure and expand
We review response time, completion, errors, saved work, and business outcomes before connecting the next workflow.
Good first-workflow fit
Specific enough to test. Important enough to matter.
A workflow audit is most useful when the team can describe what triggers the work, where it stalls, and who should own exceptions.
- The same work repeats often enough to measure
- The process crosses an inbox, CRM, phone, calendar, document, or task system
- Slow response or manual handoffs cost time, leads, or customer trust
- A person can own approvals, exceptions, and process decisions
Not sure the process is ready? The audit can identify the operating change needed before automation.
Proof and trust
See the systems. Ask about the boundaries.
Our work library shows the businesses and digital systems we've delivered. As verified automation outcome studies are approved, they will document the workflow, observation window, controls, and measured result—not invented percentages.
Common questions
Know what you are buying before the build starts.
Do we need to replace our current software?
Usually not. The first goal is to connect and improve the tools your team already uses. We recommend a replacement only when a system cannot support the workflow reliably or safely.
Is this consulting, custom development, or software?
It is a managed implementation service powered by Axiom. ContourIQ maps, builds, tests, and supports the automation; Axiom is the platform that connects the workflows, AI agents, approvals, and operating view.
Can the automation act without approval?
Only where you explicitly allow it. Low-risk steps can run automatically, while pricing, contracts, sensitive messages, and unusual cases can wait for a named person.
How should we start?
Choose one repeated workflow with a visible delay or cost. The workflow audit maps the current process, identifies the smallest useful implementation, and defines how value will be measured before expansion.
More questions? Read the full FAQ →
Free 20-minute workflow audit
Show us where the work gets stuck.
We'll map the current handoff, the smallest automation worth testing, the controls it needs, and the numbers that should decide whether to expand.