Leads never slip
Every enquiry lands in your CRM and gets a follow-up within minutes.
AI & automation
Workflow automation that gives you hours back every week
Delta Nexus automates repetitive business tasks by connecting your website forms, email, CRM, invoicing, spreadsheets and messaging apps. Common automations include lead capture and follow-up, quote and invoice creation, appointment reminders and weekly reports. Automations start from £450 per workflow using HubSpot, Zapier, Make and AI.
If your team copies data between apps, chases follow-ups by memory or builds the same report every week, that work can run on its own. We find the biggest time drains and automate them first.
Updated 19 October 2026Why it works
What you get with Delta Nexus
Less admin
Quotes, invoices, reminders and reports created automatically.
One source of truth
Your apps share the same customer data instead of conflicting spreadsheets.
AI where it helps
Summaries, email drafts and data extraction handled by AI with human approval.
What's included
- Process audit and time-saving estimate
- CRM setup or clean-up
- Form, inbox and CRM connections
- Automated follow-up sequences
- Quote, invoice and document automation
- Reporting dashboards
- Error alerts and monitoring
- Documentation and handover
Who it's for
Agencies and consultanciesProperty and lettingsWholesale and manufacturingClinicsEducation providersE-commerce
How it works
From first call to launch
- 01 · Day 1Free auditA 30-minute call to review your site, channels and goals. You get a written plan, whether you hire us or not.
- 02 · Days 2–4DesignSitemap, wireframes and visual design for your approval. Bot scripts and tone of voice agreed up front.
- 03 · Days 5–11Build & trainWe develop the site, connect your tools and train the AI on your real FAQs, products and policies.
- 04 · Days 12–14LaunchTesting on real devices, speed and SEO checks, team handover and a recorded walkthrough.
- 05 · MonthlyGrowWe tune the bot from real chats, publish content, run ads and send a plain-language report each month.
Questions
Workflow automation & CRM: FAQs
Straight answers to what people ask us most.
What business processes can be automated?
Lead capture, follow-up emails, quotes, invoices, appointment reminders, data entry between apps, reporting and many approval steps.
Which tools do you use for automation?
Mostly HubSpot, Zapier, Make, Google Workspace and Microsoft 365, plus AI models for tasks like summarising and drafting.
How much does automation cost?
Automations start from £450 per workflow. Most clients start with two or three workflows that save the most time.
Is my data safe?
We use official integrations, least-privilege access and keep data in your own accounts.
Works well with
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Get a fixed quote for workflow automation & crm
Free 30-minute audit, written plan and fixed price. No obligation.