Your busywork, automated.
If your team re-types the same information into three tools, we can probably make it disappear. We map the flow, build it, test it and keep it running.
DeftPath designs and builds workflow automations that connect the tools a small business already uses — forms, CRM, calendar, email, invoicing and Slack. New leads are logged, followed up and routed automatically, so nothing falls through the cracks. Every workflow gets a fixed quote before we start.
Hours back every week
Repetitive admin runs itself, so your team works on customers instead of spreadsheets.
Faster follow-up
Leads get a reply in seconds, not whenever someone checks the inbox.
One source of truth
Your tools finally agree with each other.
Everything, done for you.
- 01Process mapping with you (one short call)
- 02Form → CRM → follow-up email → calendar flows
- 03Instant alerts to Slack, SMS or email
- 04Review requests after every job or visit
- 05Stripe, invoicing and booking integrations
- 06Custom dashboards and internal micro-tools
- 07Monitoring, error alerts and maintenance
- Day 0
01 Brief & audit
Send your current URL or a few lines about the business. We audit your site, competitors and search presence — no discovery decks.
- Within 48h
02 Your preview, built
We design and build a real, working preview — your content, your brand — on a private link. Nothing to pay yet.
- Days 2–5
03 Refine together
Request changes right from the preview. Unlimited revisions until it feels unmistakably yours.
- Launch & beyond
04 Launch & grow
We connect your domain and go live on a global edge network — then keep improving with Site Care, SEO and AI agents.
About workflow automation.
What kinds of workflows can DeftPath automate?
Lead capture and follow-up, appointment reminders, review requests, invoicing, CRM updates, team alerts and reporting — anything that moves data between tools you already use.
Which tools do you work with?
Most common small-business tools: Google Workspace, HubSpot, Airtable, Calendly, Square, Stripe, Mailchimp, Klaviyo, Slack and more — via native integrations, Zapier, n8n or custom code.
Custom websites
Designed for your business, hand-reviewed, live in 48 hours.
AI receptionists & chat
Answer every question and capture every lead — even at 2 a.m.
SEO & answer engines
Get found on Google — and quoted by ChatGPT, Perplexity and Gemini.
Let's find your deft path.
Send your current website or a few lines about your business. We'll reply within a few hours on weekdays — and your preview is on its way.