FlowLogic Solutions

Automation-as-a-Service

Get paid faster and cut back-office admin — without hiring more staff.

We build and manage automations that send invoice reminders, escalate past-due accounts, and keep your CRM on track. You focus on installs and service — we handle the busywork.

✓Automated invoice reminders (email + SMS) with payment links
✓Past-due escalation at 7/14/21/30 days
✓Stalled-quote alerts and AI-drafted follow-ups
✓Weekly AR dashboard to the owner’s inbox

Schedule Free Workflow Audit Talk to Sales

What We Do

Two productized services that solve the biggest back-office pains.

Cashflow Automations

Invoice reminders with payment links, polite nudges at 7/14/21 days, and 30-day escalations to your team — all hands-off.

Email & SMS reminders connected to QuickBooks
Owner notifications for overdue accounts
AR dashboard delivered every Monday

CRM + AI Follow-Through

Keep quotes moving and your CRM clean with enrichment, nudges, and suggested follow-ups written for you.

Lead enrichment to fill missing contact data
Stalled-quote alerts with suggested emails
Tech day-end summaries logged to CRM

Managed Service

We monitor, maintain, and improve your automations monthly. No new app to learn — we plug into your existing stack.

Monthly improvement review (30 min)
Weekday support with 1-business-day response
Template library to roll out new flows fast

How It Works

Simple, fast, and measurable.

1) Free Workflow Audit

20-minute call to map 2–3 high-impact automations for your shop.

2) Pilot Setup (2–3 Weeks)

We implement Cashflow Automations and one CRM follow-through flow.

3) Managed Automation

We monitor, report, and expand as your needs grow.

Book Your Free 20‑Minute Workflow Audit

We’ll outline 2–3 automations you can switch on this month. No obligation.

Schedule Now