Plan
We kick things off by diving deep into your business goals, challenges, and that wishlist of automations you’ve been dreaming of. Then, we’ll craft a custom strategy that’s built for your business—no copy-paste solutions here.
Less admin. More Selling.
Custom automations for sales teams who are tired of their
software holding them back.
Unlock the Power of Automation
A Glimpse at What Can Help You With
Step 1
The Call
- Host Zoom/Teams meeting
- Juggle listening + typing
- Forget important details
Step 2
Notes & Summary
- Type notes during conversation
- Rewrite notes neatly post-call
- Format for internal use
Step 3
CRM Update
- Copy/paste notes into CRM fields
- Re-enter call info across fields
- Attachments not linked properly
Step 4
Follow-Up Email
- Write follow-up email manually
- Miss key action items
- No email tracking
Step 5
Deal Progression
- Manually change deal stage
- Update next steps in pipeline
- No Slack/email alerts to team
With Smart Taskflow
Auto-transcribes meetings, writes CRM notes, drafts follow-up emails, updates deal stages, and notifies team.
Save 20–30 min per call. Focus on closing — not admin.
Step 1
Lead Qualification
- Manually search CRM for match
- Check naming rules & duplicates
- Navigate multiple tabs/windows
Step 2
Company & Contact Entry
- Add new company & contact manually
- Fill VAT, currency, address, area
- Link parent company
Step 3
Opportunity Setup
- Create opportunity in CRM
- Fill in product name, sales source
- Activate first sales stage
Step 4
Quote Creation & Sending
- Fill out quote line by line
- Attach PDF, download, rename, save
- Send email manually, cc team
Step 5
Order Conversion
- Manually create order from quote
- Update opportunity status manually
- Manually notify production
With Smart Taskflow
Automatically checks for duplicates, creates CRM entries, generates quotes, updates statuses, names files, sends emails, and alerts production.
Sales team just approves. Everything else — done for them.
Step 1
RFP Intake & Parsing
- Ingest thousands of RFPs daily
- Identify unmatched RFPs
- Copy/paste into tracking shee
Step 2
Company Identification
- Manually search Apollo, Clay, etc.
- Extract criteria by hand from RFPs
- Build list from scratch
Step 3
ICP Qualification
- Filter companies manually via rules
- Check industry, gov’t status, etc.
- Manually score & tag ICP fit
Step 4
Outreach Automation
- Start LinkedIn/email outreach manually
- Draft messages one-by-one
- Log outreach steps manually
Step 5
Team Sync & Handoff
- Manually share leads with team
- Store lead data in Sheets/Docs
- No central database or alerts
With Smart Taskflow
Auto-parses RFPs, builds matched lead lists, scores them by ICP, and launches outreach — all tracked in one system.
We're Smart Taskflow
We don’t just automate—we liberate. Want reps focused on selling, not updating CRMs Done. Faster follow-ups? Absolutely. Lead enrichment on autopilot? You got it.
Your Tools Our Expertise
At Smart Taskflow, we’re all about making your life easier. Our team has deep expertise in working with the top sales tools in the industry, and we know how to tailor them to fit your unique business needs, without replacing the software you use.
Some of the tools we know well:
Take the Sales ROI x-Ray
Every sales team has hidden inefficiencies, this 6-8 minute self-assessment reveals yours.
The Sales ROI X-Ray uncovers where your reps are wasting time, what it’s costing you in missed revenue, and how automation can unlock scalable growth, all without hiring more people.
What Sets Us Apart?
Smart solutions for modern businesses with a focus on simplicity and efficiency
Complete Custom
Discover why the biggest names in business trust us with their most important asset: their employees
Streamline onboarding, training, performance reviews,
and all HR processes with our comprehensive
automation system.
Outcome First Approach
Create high-converting workflows that lower costs,
improve efficiency, and grow productivity.
Identify bottlenecks, eliminate redundancies, and deploy
automated workflows that scale with your business
needs.
Full service system integration
Get your tools working together seamlessly for enhanced
productivity.
SmartTaskFlow's dedicated integration experts know
what it takes to connect your existing systems into a
unified, efficient ecosystem.
From Idea to Automation Magic
Test Drive
Before anything goes live, we take your automations for a spin. We’ll test, tweak, and troubleshoot until everything works like clockwork. No glitches, no surprises, just smooth sailing.We kick things off by diving deep into your business goals, challenges, and that wishlist of automations you’ve been dreaming of. Then, we’ll craft a custom strategy that’s built for your business—no copy-paste solutions here.
Build
Once the plan’s set, we roll up our sleeves and get to work. From setting up automations to fine-tuning the details, we’ll keep you in the loop every step of the way. Expect regular updates and zero guesswork.
Support
We don’t just set it and forget it. Need a tweak? A new workflow? Or just want to chat automation over coffee? We’re here. Basically, think of us as your go-to tech BFFs, always ready to help, no matter what.
Case Studies
ee how SmartTaskFlow has transformed businesses just like yours
Financial Services
Eliminating Manual Order Processing in Manufacturing
This growing fabrication shop specialized in producing custom steel components for construction and industrial equipment manufacturers. They received
Financial Services
Transforming Manufacturing Sales with Intelligent Outreach Automation
This regional distributor specialized in selling precision machining tools and equipment to small and mid-sized manufacturing companies. Their
Financial Services
Streamlining RFP Response from Manual Marathon to Automated…
This consultancy specialized in environmental impact assessments and regulatory compliance for industrial projects. While their expertise was in
Financial Services
Transforming CRM Chaos into Clean, Productive Pipelines
This rapidly growing company’s CRM had become a liability rather than an asset. Three years of aggressive lead
Financial Services
From Quoting Chaos to Lightning-Fast Response Times
This manufacturer had built a solid reputation over 15 years creating custom conveyor systems and material handling equipment.
Financial Services
How FirstCapital Reduced HR Costs by 35%
FirstCapital was struggling with manual onboarding and
compliance processes that were costing them thousands of
hours annually. After implementing SmartTaskFlow…
Tech Startup
InnovateTech's Journey to Scalable HR
Growing from 10 to 100 employees in just 18 months,
InnovateTech needed an HR solution that could scale with
them. SmartTaskFlow provided…
Retail
ShopDirect's Employee Experience Transformation
With high turnover and complex onboarding requirements,
ShopDirect was struggling to maintain consistent
operations. SmartTaskFlow helped them…
Frequently Asked Questions.
Why are you giving your services away for free to the next business?
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I think I need automations, but I’m not sure exactly what for. Can you help?
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What’s the difference between hiring you and doing it myself with automation tools?
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How long will it take to see results from automation?
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Have you worked with my tools before?
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What happens after the automations are set up?
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Will automation replace my team?
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We don’t just automate—we liberate. We take on your toughest business headaches with workflows designed to actually get work done and kick busywork to the curb.
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