This website itself is automated — from form handling and notifications to workflow tracking.
Stop losing leads, follow-ups, and client requests.
We build lightweight internal systems that bring inquiries, follow-ups, and customer support into one place with clear ownership, status tracking, and automated updates.
About
We build lightweight workflow systems for ops-heavy businesses to reduce missed follow-ups, improve response times, and give teams clear ownership and visibility.
What we do
- Capture leads from WhatsApp/calls/forms into one tracking system
- Enforce follow-ups with reminders, SLAs, and escalation paths
- Give owners a simple dashboard for visibility and decisions
What you get
- One inbox for leads + requests (WhatsApp/calls/forms)
- Owner assignment, status stages, and follow-up reminders
- Escalations when SLAs are missed
- Simple dashboards for daily visibility
Founder
B2B Automation • WorkFlow Systems was founded to help ops-heavy businesses replace chaos with clarity using practical automation.
Shivansh Rana
Founder & Systems Builder
Shivansh leads the design and delivery of internal automation systems that improve response times, enforce ownership, and bring real operational visibility to growing teams.
Why this company exists
- Too many leads and requests get lost in WhatsApp, calls, and spreadsheets
- Teams lack ownership, follow-up discipline, and visibility
- Automation should simplify work, not add tools or complexity
What we build
Systems that create control, visibility, and consistent follow-ups. Designed to reduce chaos for teams and improve customer experience.
Lead & inquiry tracking
Capture leads from WhatsApp, calls, and forms. Assign owners, track stages, and ensure follow-ups happen on time.
Customer care ticketing
Centralize complaints/requests. Auto-acknowledge, enforce SLAs, and escalate when responses are delayed.
Dashboards for owners
Real-time visibility on leads, pending requests, response times, and team performance—without micromanagement.
- WhatsApp-based intake + automated reminders and updates
- Standardized templates to keep communication consistent across staff
- Audit logs so nothing gets lost and ownership stays clear
- Integration with existing tools (spreadsheets/CRMs) when needed
How it works
Simple, fast, and practical. You get results without disrupting ongoing operations.
Delivery steps
Common quick wins
- Auto-capture leads and assign them instantly to owners
- Daily follow-up reminders until a lead moves stage
- Complaint escalation to a manager if SLA is missed
- One-page visibility dashboard for leadership
- Standard templates to keep communication consistent
Who this is for
Businesses with process and communication problems—missed follow-ups, untracked requests, unclear ownership, and delayed responses.
Real estate teams
Lead routing, follow-ups, site-visit scheduling, stage tracking, and owner visibility.
Property management
Resident requests, vendor coordination, SLA tracking, and automated announcements.
Clinics & diagnostics
Appointments, reminders, report updates, insurance workflows, and patient support tracking.
Talk to us
Share your workflow pain points with us.
Proof of work: this site uses automated forms, validation, country-based phone intake, and backend-ready workflows.
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