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Automation

Your processes, running on their own

Most companies run on copy-paste: from email to CRM, from CRM to accounting, from a spreadsheet to the shop floor. We automate those paths end to end — sales, finance and production — and keep them running. Your IT specialist builds and maintains every flow, and you watch each run in one dashboard.

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Try it

Pick a process. Watch it run

Each step is a real integration. Click a scenario — the order moves through your systems without anyone copying it.

    What it does

    From order to delivery, without the copy-paste

    Order-to-cash

    Quote, order, invoice, payment and reminder connected — every step updates every system.

    CRM ↔ accounting ↔ store

    Customers, products, prices and payments the same everywhere, synced both ways.

    Production planning

    Orders turn into production jobs with materials, routing and due dates; the schedule updates when things change.

    Inventory and purchasing

    Stock levels tracked, reorder points watched, purchase orders drafted for approval.

    Quality checks

    Checklists, photos and measurements captured at each station; deviations flagged to the right person.

    Alerts and reports

    Late orders, low stock and stuck approvals reported before they become a problem.

    Integrations

    Works with the tools you already use

    QuickBooksXeroNetSuiteSAP Business OneOdooKatanaFishbowlShopifyHubSpotSalesforceGoogle SheetsZapierMakeREST API & webhooks

    We work with the systems you have. If a system has no API, we find a safe way to exchange data — files, email or a small connector.

    Straight talk: what it won't do

    • Every flow is built for your process, so there's no one-click setup — we agree on it first.
    • It doesn't replace your ERP or accounting system; it connects and automates around them.
    • Results aren't guaranteed — you pay for the automation work and its upkeep.
    Pricing

    Pay for the work, not for headcount

    Priced individually

    Every automation is scoped to your process. You get a fixed price for the build and a monthly fee for upkeep.

    • Process mapping before any build
    • Tested on your real data
    • Monitoring and fixes included in upkeep

    Want a price for your volume?

    Tell us roughly how many leads, calls or tasks you have each month. We'll email you a tailored setup plan and price within one working day.

    Get a plan and price
    FAQ

    Questions, answered

    What can be automated?

    Anything that repeats and follows rules: order entry, invoicing, reminders, data sync between systems, production jobs, stock updates, purchase orders, quality checklists and reports.

    Do we need to change our ERP or accounting system?

    No. We connect what you already use and automate around it.

    Who maintains it?

    Your CaraDesk IT specialist builds and maintains every flow, and you see each run and its status in one dashboard.

    How do you price it?

    Individually: a fixed price for the build and a monthly fee for upkeep, agreed before work starts.

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    Put the Business & Production Automation to work

    Talk to Ashley right now — she's live 24/7 — or send us a short request. We'll email you a tailored setup plan and price within one working day, and setup takes days.

    Get started