Many small and mid-sized businesses rely on a patchwork of tools - CRMs, accounting software, project platforms, and spreadsheets. Each serves a purpose, but none talk to each other. The result? Duplicated data, time-consuming hand-offs, and blind spots in performance.
Your team ends up doing repetitive tasks, reports lag behind, and opportunities slip through the cracks. Automation and integration change that story.
We help you eliminate silos by connecting the systems that run your business - and automating the workflows between them. From CRM to ERP, from marketing to finance, Flovantis builds intelligent, end-to-end process flows that make your operations seamless.
When your business systems work together, your people do too. Here's what connected operations make possible:
Cut process time from hours to minutes with workflow automation.
Access synchronized data for real-time reporting and decision-making.
Break down silos and let departments operate from the same source of truth.
Automate manual effort and reduce the cost of inefficiency and errors.
These are some of the most impactful automations for small and mid-sized businesses — delivering quick ROI and lasting efficiency.
Use Case: Automatically add leads from your website or forms into your CRM.
Example: When a lead fills out a form, create a new record in HubSpot or Zoho and assign it to a rep.
Impact: Increases conversion by reducing response time.
Use Case: Auto-generate invoices based on project milestones or orders.
Example: When a task is marked complete in Asana, trigger QuickBooks to send an invoice.
Impact: Improves cash flow and shortens billing cycles.
Use Case: Set up new employees automatically across multiple tools.
Example: Add a user in BambooHR → auto-create Microsoft 365 and Slack accounts.
Impact: Saves HR and IT hours per onboarding cycle.
Use Case: Route tickets automatically based on topic or priority.
Example: High-priority issues are sent straight to senior support staff via Slack or Teams.
Impact: Improves response time and customer satisfaction.
Use Case: Pull data from multiple sources into a single dashboard.
Example: Combine QuickBooks revenue, HubSpot pipeline, and Google Ads spend in Power BI.
Impact: Enables data-driven decision-making.
Use Case: Keep customer or project data consistent across apps.
Example: Update CRM and accounting systems automatically when a deal closes.
Impact: Eliminates manual updates and ensures accuracy.
Every engagement follows a clear, structured path that ensures measurable improvements in performance and visibility.
We analyze your processes, identify bottlenecks, and map integration opportunities.
We connect your systems and design smart automations that reduce manual effort.
We continuously measure results and optimize workflows for maximum ROI.
We design automation strategies specifically for small and mid-sized businesses - not enterprise complexity.
Our senior consultants bring decades of integration and process-automation experience.
We fix processes before automating - ensuring sustainable, scalable results.
With a global engineering team and U.S. leadership, we deliver quality, agility, and value.
Discover how process automation and integration can make your operations faster, smarter, and more efficient.
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