Workflow Automation
Replace manual ops with fixed-scope workflow builds
Follow-ups, scheduling, invoicing, and team handoffs — we engineer as scoped custom software when off-the-shelf automation cannot match how you operate.
20-minute fit check · Discovery Sprint after fit · Builds from $25K
Status quo
The cost of the status quo
Typical monthly cost
~$5,000–$8,000/mo — admin and ops staff on repetitive follow-up, scheduling, and data entry
Zapier stacks break when volume or logic complexity grows
CRM stages drift from what actually happened in calls and email
Scheduling still needs 5+ emails per meeting
Invoices and collections depend on someone remembering to send reminders
Sales-to-CS handoffs lose context and delay onboarding
Scope
What we deliver in a fixed-scope build
- Pipeline automation — stage rules, tasks, and notifications
- Scheduling and calendar sync across teams and locations
- Invoicing, payment tracking, and collections reminders
- Email and SMS sequences triggered by CRM events
- Cross-team handoff workflows with required fields and SLAs
- Admin dashboards for ops visibility and exception handling
Typical build band
Workflow Builder
From $25,000 · Typical $25K–$60K
8–12 weeks · Internal tool, auth, admin, 1–2 integrations
View engagement pricingHow engagement works
From fit check to production
Preliminary conversation
20-minute fit check — problem, budget, timeline, and engagement model.
02Discovery Sprint
Paid scope doc, architecture, and fixed build quote (from $3,500).
03Fixed-scope build
Milestone delivery with weekly demos — you own 100% of code and IP.
04Retainer
Post-launch support, iteration, and roadmap from $2K/mo.
Proof
Okafor & Associates
After-hours voice build ended missed client inquiries — consultations book 24/7.
Read customer storiesDelivery approach
Example engagement types
Each workflow below is a scoped build — not a product tier.
Sales pipeline automation
Follow-ups, meeting booking, and CRM hygiene — see /sales-automation/.
Scheduling builds
Calendar sync and branded booking portals — see /automated-meeting-booking/.
Billing automation
Invoices, payment tracking, reminders — see /invoicing/.
Team handoffs
Sales-to-CS and internal routing — see /standardize-handoffs/.
Identify which workflows cost you the most labor
Bring your manual process map to a preliminary conversation — we will suggest a Discovery Sprint scope.
Frequently asked questions
For detailed requirements or security review, contact the Dynaris team.
Book a preliminary conversation