CRM & sales ops
Lead capture to CRM, assignment rules, and follow-up sequences that fire consistently.
CRMLeadsSlack
CODEREYES / SERVICE
Automate the busywork. Keep humans on judgment.
Workflows, integrations, and light custom glue — so leads, invoices, and handoffs stop living in copy-paste limbo.
Stack
- Node.js
- APIs
- Webhooks
01The Problem
Manual processes hide as “just how we work.”
Repetitive handoffs create delays, errors, and burnout — especially as volume grows.
Double data entry
The same customer details are typed into CRM, billing, and project tools.
Slow handoffs
Deals close, then sit in someone’s inbox before delivery starts.
Silent failures
Zap-style automations break quietly until a client notices.
Tribal knowledge
Only one person knows the spreadsheet ritual that keeps ops alive.
Tool sprawl
Every team bought a SaaS — none of them share a consistent identity for a customer.
Unreliable reporting
Dashboards disagree because automation never enforced definitions.
02Our Approach
Reliable automation with observability.
We map the process, choose the right glue (no-code vs custom), and design failure alerts so broken flows are visible.
Map
Document the real process — including exceptions.
Design
Triggers, systems of record, and error handling.
Build
Implement with Zapier/Make or custom Node/webhooks.
Harden
Monitoring, docs, and owner training.
03What We Deliver
Automation we deliver.
From lightweight zaps to durable integration services.
Finance handoffs
Quote-to-invoice bridges and payment status syncing where APIs allow.
InvoicingWebhooksStatusCustom integration services
When no-code tools are too fragile, we build small Node services with logging.
Node.jsQueuesAPIsReporting pipelines
Scheduled exports and normalized data feeds for the metrics leadership trusts.
ETL-liteSheetsWarehouses
04Featured Work
Relevant projects from our portfolio.
Selected work that maps to this service — published Codereyes case studies and portfolio items only.
Featured work coming soon
No published case studies are tagged to this service yet. Browse our full portfolio or talk to us about a similar project.
05Technology
Automation toolkit.
Chosen based on reliability needs — not hype.
- NONode.js
- ZAZapier
- MAMake
- WEWebhooks
- REREST APIs
- POPostgreSQL
06Why Codereyes
Why Codereyes for automation.
Process thinkers who can also write the glue code.
Process before tools
We refuse to automate a broken workflow without cleaning it first.
Right level of code
No-code when it is enough; custom services when it is not.
Failure visibility
Alerts and retries so automations do not fail silently.
Documentation
Runbooks so the automation survives employee turnover.
System of record clarity
Every field has an owner system — reducing sync fights.
Ongoing care
APIs change; we can keep flows healthy after launch.
07Process
Automation project flow.
Discovery-heavy by design.
Workshop
Actors, tools, exceptions.
Blueprint
Flow diagrams and ownership.
Pilot
Automate one high-value path.
Expand
Cover edge cases carefully.
Operate
Monitor and iterate.
08Results
What good automation feels like.
Qualitative — we do not invent hours-saved claims.
Fewer copy-paste loops
Data moves between systems without human re-keying.
Faster cycle time
Handoffs trigger automatically when a stage changes.
Clearer ownership
Documented flows beat tribal knowledge.
Visible failures
Broken integrations notify someone before customers do.
09Packages
Scoped to systems and complexity.
Most automations start with a short discovery workshop, then a pilot flow. Request a custom quote with the tools you use today.
Most automations start with a short discovery workshop, then a pilot flow. Request a custom quote with the tools you use today.
10FAQ
Questions teams ask before we start.
Straight answers about scope, timelines, and how we work together.
11Explore More
Related services and next steps.
Next step
Ready to retire a painful manual workflow?
List the tools involved and the steps people repeat weekly — we will propose a pilot automation.