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Etching of a desk by a window over green copper roofs, with a notebook, a fountain pen, a brass service bell and a cup of coffee.

Tools that take the admin off your plate.

We build assistants and simple tools that answer clients, book appointments, send reminders and keep your records in one place. Each one is made for how your business already works.

Every tool is built to your needs, from a simple client form to a full CRM with automations. So we price it after a free call, once we know what will help you most.

Book a free call What it costs

What we can take off your plate

  1. Answer and book clients

    An assistant on your site answers common questions day and night and books calls into your calendar. Anything it can't answer comes straight to you.

  2. Get organized

    A client portal, a shared calendar and a light CRM, so client details live in one place instead of five apps.

  3. Stop chasing

    Reminders for unpaid invoices, upcoming appointments and missing paperwork go out on their own, in your words.

  4. Win more clients

    New enquiries get a quick, friendly reply, and follow-ups don't slip through the cracks on a busy week.

  5. Connect it all

    A small team of assistants passes work between your tools, so a booking, an invoice and a follow-up happen without you copying anything across.

What it costs

We build tools to your needs, so the cost depends on the job. It can be a simple client form or a full CRM with business automations. First we find out what you need and what would help you most, then we can tell you the effort and the price.

Quick wins

A good first step

One job, done well.

  • Chat assistant Answers common questions on your site and books calls, day and night.
  • Booking and reminders Clients pick a time; reminders go out so fewer people forget.
  • Enquiry replies Every new enquiry gets a quick, friendly answer, even on a busy day.
  • Smart forms Intake and quote requests that arrive sorted, with nothing missing.

Everyday systems

A tool you and your team open every day.

  • Client portal Clients see their bookings, files and invoices in one place.
  • Invoice chasing Polite reminders for unpaid invoices, in your words.
  • Document collection Reminders keep going until the paperwork is in.
  • Quote drafts Quotes drafted from your price list, for you to check and send.

Bigger builds

Several tools working together.

  • Light CRM Every client, note and follow-up in one place, made for how you sell.
  • Connected workflows A booking becomes an invoice and a follow-up, with no copying across.
  • A team of assistants Assistants that hand work to each other between your apps.
  • Reports The numbers you check every week, on one page.
  1. We learn how you work. A free 30-minute call about your day, your clients and the tools you already use.
  2. We find what helps most. Often one small tool saves more hours than a big system. We'll say so.
  3. You get a written quote. Within two business days, before any work starts. Once it's live, we keep it running.

Your data stays yours

  • We store only what's needed. If a tool doesn't need it to do its job, we don't keep it.
  • We use trusted providers. Your data sits with well-known, established services, not somewhere we can't vouch for.
  • You can export or delete it anytime. Ask, and you get your data back or we remove it.

How it works

  1. A free 30-minute call

    Tell us how your business runs. If you share your site, we check it before the call. You get honest answers, even if that's "we're not the right fit."

  2. We build it to fit

    A written summary and quote within two business days. Then we design and build, and you see it before it goes live.

  3. We keep it running

    Hosting, updates, backups and a report every month. Small changes are part of the plan.

Questions about AI tools

All questions
Do I need to understand AI to use these?

No. You use them like any other tool: a page, an email or a calendar. We set them up, explain them in plain words and keep them running.

Are these AI agents?

Some are. "AI agents" is the industry term for assistants that can take a step on their own, like booking a call or sending a reminder. We call them assistants, and each one only does the jobs you agree to.

Can they work with the tools I already use?

Often, yes. Tell us what you use on the call, and we'll say plainly what can connect and what can't.

What happens to my clients' data?

We store only what each tool needs, with trusted providers, and you can export or delete it anytime.

What does it cost?

It depends on what you need. A simple form or reminder costs far less than a CRM with automations. After the free call you get a written quote within two business days, so you only pay for what helps.

Thirty minutes, plain answers.

Tell us how your business runs. We'll tell you what fits and what it costs. If we're not the right fit, we'll say so.

Book a free call

Rather type? or emailEmail hello@codifypro.ca