Map the work
We follow the current process from start to finish and identify repeated steps, delays, and points that require judgment.
Take repetitive work out of your team’s day.
iSight (isightpr.com) builds workflow automations and custom CRMs for small businesses with repetitive tasks or disconnected tools. A workflow automation is a small program that completes a repeated step, such as routing a new lead. Starting at $299 a month. Each project receives a custom quote. iSight serves the whole US.
Why iSight
We map the current process first. Rules, integrations, AI, or custom software are used only when they make a defined step easier to complete or review.
What better
looks like.
Fewer repeated copy-and-paste tasks
Lead details routed by agreed business rules
Clear handoffs between people and systems
One place to review work that is currently scattered
Focused on what
moves forward.
Starting at $299 a month.Everything else is custom quoted. Every business is different, so we scope each project before we price it. Email us and we reply within one business day.
- Workflow and bottleneck mapping
- Automation opportunity plan
- Forms, custom CRM, email, and calendar connections
- Lead routing and follow-up workflows
- AI-assisted summaries or drafts when useful
- Reporting and notification automations
- Human review and exception paths
- Testing, documentation, and team handoff
Clear from first step
to next move.
Build the smallest useful system
We connect the needed tools and keep human review wherever judgment, privacy, or customer care requires it.
Test and refine
We test expected and unusual cases, document the workflow, and adjust it after the team starts using it.
Straight
answers.
What is a workflow automation?
A workflow automation is a small program that completes a repeated task when a defined event happens. It might route a new lead, prepare a follow-up email, or copy approved details between systems.
Do we need to replace our current software?
Often, no. We first check whether the tools already in use can support the workflow, and recommend replacement only when a tool blocks a required step.
Does every automation use AI?
No. Rules and direct integrations are often easier to test, while AI is useful for unstructured work such as summarizing or classifying text.
Will our team still review the work?
Yes, when the process requires judgment or approval. We define review and exception paths so the system does not make those decisions by itself.
Can you build a custom CRM for us?
Yes. A custom CRM is a system built around the business's own customer records and workflow, and it is considered when an existing system cannot support the required process.
Where should we start with automation?
Start with a repeated task that follows clear rules and causes a known delay or handoff problem. We map that task before deciding whether an integration, AI step, or custom build fits it.
How much does this cost?
Starting at $299 a month. Everything else is custom quoted. Every business is different, so we scope each project before we price it. Email us and we reply within one business day.
Tell us what
needs to change.
Our intake form gives us the context to make the first conversation useful.
Email us