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CRM & Sales

Articles, blogs, guides and how-tos about business process automation.

  • The Customer Factor integrations

    The Customer Factor integrations

    The Customer Factor is a CRM and job management platform designed specifically for service-based businesses — particularly cleaning, window washing, pressure washing, and similar field service operations. It handles customer records, job scheduling, invoicing, route planning, and follow-up reminders in one system, replacing the patchwork of spreadsheets and separate tools that many small service businesses rely on. Connecting The Customer Factor to other business tools is where service businesses see the biggest efficiency gains. Syncing customer data with accounting software, triggering automated follow-up emails after job completion, feeding job data into reporting dashboards, or connecting payment processors means less manual data handling and fewer dropped balls between systems. Osher Digital helps service businesses connect their operational tools into cohesive automated workflows. Our business automation team builds the integrations that link CRM, scheduling, invoicing, and communication systems together, and our RPA specialists can automate the repetitive data entry tasks that eat into productive hours. If your service business is outgrowing manual processes and needs its tools to work together properly, our consulting team can map out an automation strategy built around The Customer Factor and the rest of your stack.
    The Customer Factor integrations consultants
  • Prospe AI integrations

    Prospe AI integrations

    Prospe AI is a sales intelligence platform that helps B2B teams find and qualify leads using AI-driven prospecting. It scans publicly available data to build prospect lists, enrich contact records, and score leads based on fit criteria your team defines. For sales teams spending hours on manual research, Prospe AI automates the front end of the pipeline so reps can focus on conversations rather than data entry. Integrating Prospe AI with your CRM, email outreach tools, and marketing automation platform is where the tool pays for itself. Automatically pushing qualified leads into your sales pipeline, triggering personalised outreach sequences, and syncing contact data across systems eliminates the gaps that cause leads to fall through the cracks. Osher Digital works with sales teams to build automation that connects prospecting tools like Prospe AI to the rest of the revenue stack. Our sales automation practice specialises in exactly this kind of pipeline integration, and our system integrations team handles the technical wiring between platforms. If your sales team is ready to automate lead research and qualification, our business automation team can design a workflow that connects Prospe AI to your CRM and outreach tools for a fully connected sales pipeline.
    Prospe AI integrations consultants
  • Growbots integrations

    Growbots integrations

    Growbots is a sales automation platform that helps B2B teams find prospects, build targeted lead lists, and run outbound email campaigns. It combines a built-in contact database with automated email sequences, so sales teams can go from identifying a target market to running a multi-step outreach campaign without juggling separate tools for prospecting and emailing. The real power of Growbots comes when it’s connected to the rest of your sales and marketing stack through system integrations. Syncing leads with your CRM, triggering follow-up tasks in your project management tool, or pushing engagement data to a reporting dashboard — these connections turn Growbots from a standalone outreach tool into part of a coordinated sales automation system. Osher Digital helps B2B organisations build these connections. We’ve worked with sales teams that were running outbound campaigns in isolation, with leads falling through the cracks because there was no automated handoff between prospecting and CRM management. Our automation work closes those gaps so that every lead gets tracked, every response gets routed, and your pipeline stays accurate without manual data entry. If your sales team is spending more time on admin than actual selling, or leads from outbound campaigns aren’t making it into your CRM reliably, talk to our AI agency team about connecting Growbots into a proper automated pipeline.
    Growbots integrations consultants
  • Passslot integrations

    Passslot integrations

    Passslot is a platform for creating and managing mobile wallet passes — the digital cards that appear in Apple Wallet and Google Pay. Businesses use it to distribute loyalty cards, event tickets, boarding passes, coupons, and membership cards directly to customers’ phones. It replaces the need for physical cards and gives organisations a direct communication channel through push notifications on updated passes. The real value of Passslot emerges when it’s connected to your existing systems through system integrations. Instead of manually creating passes one at a time, you can automate pass generation based on triggers from your CRM, booking system, or e-commerce platform. A customer makes a purchase, and their loyalty card or ticket lands in their wallet automatically. Osher Digital helps businesses wire Passslot into their operational workflows using n8n and custom API connections. Our business automation work covers exactly this kind of scenario — taking a manual, repetitive process and turning it into something that runs on its own, reliably and at scale. If you’re exploring mobile wallet passes as part of a customer engagement strategy, or you already use Passslot and want to eliminate the manual work around pass creation and updates, our AI agency team can design the right integration for your setup.
    Passslot integrations consultants
  • Dasha

    Dasha

    Dasha is a conversational AI platform that enables businesses to build and deploy voice and text-based AI agents capable of handling real customer interactions. Unlike simple chatbot builders that rely on rigid decision trees, Dasha uses natural language understanding to manage multi-turn conversations, handle interruptions, and respond to unexpected user inputs — making it suitable for scenarios where scripted bots fall short. Phone-based customer interactions remain critical for many businesses, yet staffing call centres is expensive and scaling them during peak periods is difficult. Dasha addresses this by letting organisations deploy AI agents that can handle routine calls — appointment scheduling, order status enquiries, payment reminders, qualification calls — while sounding natural enough that callers engage with them rather than hanging up in frustration. Osher Digital builds AI-powered automation solutions for Australian businesses, and voice AI sits at the intersection of our AI agent development and business automation capabilities. We can design conversational agents using platforms like Dasha that integrate with your CRM, booking system, or support ticketing platform, so the AI agent doesn’t just talk — it takes action on behalf of your business. If your team spends significant hours on repetitive phone interactions, deploying a well-designed voice agent can free up staff for conversations that genuinely need a human touch. Our AI consultants can assess which call types are suitable for automation and design an implementation roadmap that delivers results without compromising customer experience.
    Dasha consultants
  • Sales.Rocks

    Sales.Rocks

    Sales.Rocks is a B2B sales intelligence platform that combines company and contact data with outreach automation. It gives sales teams access to a database of business contacts filtered by role, industry, company size, and technology stack, along with built-in tools for email verification, drip campaigns, and LinkedIn outreach. The goal is to shorten the gap between identifying a prospect and starting a conversation. What sets Sales.Rocks apart from simpler data providers is its built-in outreach capabilities. You’re not just buying a list — you’re getting tools to act on it. But the real power comes when Sales.Rocks feeds into a broader automation ecosystem. Connecting it to your CRM, enrichment tools, and scoring models via platforms like n8n means every new contact enters a system that qualifies and routes them automatically. Osher Digital’s sales automation services specialise in building exactly these kinds of multi-tool pipelines. For Australian businesses running outbound sales motions, Sales.Rocks provides access to global contact data with filters specific enough to build targeted account lists. When combined with proper lead scoring and automated follow-up sequences, it becomes a core part of a scalable outbound engine. Osher Digital’s system integrations team can wire Sales.Rocks into your existing tech stack so data flows cleanly between prospecting, qualification, and engagement. If your outbound process still involves manual list building and one-off email sends, Sales.Rocks paired with workflow automation can fundamentally change how your team operates. Talk to Osher Digital’s AI consultants about designing an outbound system that works while your team sleeps.
    Sales.Rocks consultants
  • IndustrySelect

    IndustrySelect

    IndustrySelect is a B2B data platform that gives sales and marketing teams access to targeted business lists filtered by industry, geography, company size, and other firmographic criteria. Rather than spending hours manually researching prospects, teams can pull pre-built lists and feed them directly into CRM or outreach tools. For organisations that rely on outbound sales, this kind of data sourcing removes a major bottleneck from the pipeline. Where IndustrySelect becomes especially useful is in combination with automation platforms like n8n. When new leads are pulled from IndustrySelect, they can be automatically enriched, scored, and routed into the right sales workflows without manual handoffs. Osher Digital’s sales automation services help businesses connect tools like IndustrySelect to their existing CRM and outreach systems so nothing falls through the cracks. For teams running account-based marketing or targeted outreach campaigns, the ability to segment lists by SIC code or employee count means better targeting and less wasted effort. But raw data alone doesn’t close deals — it needs to flow into a system that acts on it. That’s where system integrations matter, connecting your data sources to your engagement tools in a way that actually scales. If your sales team is still manually exporting CSVs and uploading them into your CRM, there’s a better way. Osher Digital’s business automation consulting can help you build workflows that turn raw prospect data into qualified pipeline automatically.
    IndustrySelect consultants
  • Solve Data

    Solve Data

    Solve Data is an analytics and data activation platform designed to help businesses turn raw data into actionable customer insights. It focuses on unifying data from multiple sources, building audience segments, and pushing those segments into marketing and sales tools where they can drive real outcomes — not just sit in a dashboard. Most businesses collect far more data than they actually use. Customer interactions, purchase history, website behaviour, and support tickets all contain valuable signals, but when that data lives in separate systems, the insights stay fragmented. Solve Data addresses this by pulling data together, applying analytics, and making the results available where your teams actually work — in your CRM, email platform, or ad tools. The data activation angle is what makes Solve Data particularly interesting for revenue-focused teams. Rather than just producing reports, it enables you to create dynamic audience segments and sync them automatically to your marketing channels. This closes the gap between insight and action. Our sales automation specialists build these kinds of data-driven workflows regularly, connecting analytics outputs to the tools that drive revenue. For the underlying data infrastructure, our automated data processing team ensures your data is clean and reliable before it reaches any analytics platform. If your marketing or sales teams are making decisions based on gut feel because the data is too scattered or hard to access, Solve Data can help bridge that gap. Our business automation services can integrate it into a broader system that keeps your customer data unified, your segments current, and your campaigns targeted.
    Solve Data consultants
  • Autobound

    Autobound

    Autobound is an AI-powered sales outreach tool that generates personalised email content based on prospect data. Sales teams often struggle with writing individual emails at scale — either they send generic templates that get ignored, or they spend hours researching each prospect manually. Autobound pulls data from sources like LinkedIn, company news, and job postings to craft contextually relevant opening lines and email bodies that actually resonate with recipients. The tool plugs directly into popular sales platforms and email clients, so reps can generate personalised messages without leaving their existing workflow. Each suggested email draws on real, publicly available information about the prospect and their company, which means the outreach feels researched rather than automated. This approach tends to produce higher open and reply rates compared to mass-send templates. Australian businesses looking to sharpen their outbound sales process can pair Autobound with a solid sales automation strategy to build a pipeline that runs efficiently without sacrificing personalisation. If your team needs help connecting Autobound with your CRM or other tools, an experienced AI agency can handle the system integrations so everything works together smoothly. Autobound is a good fit for B2B sales teams, SDR teams, and agencies that run outbound campaigns at volume. If your reps are spending more time writing emails than having conversations, this tool can shift that balance back toward revenue-generating activities.
    Autobound consultants
  • CustomerIQ

    CustomerIQ

    CustomerIQ is an AI platform that captures, organises, and analyses customer interactions across sales calls, support conversations, and feedback channels. It uses natural language processing to extract insights from unstructured conversations — pulling out feature requests, objections, pain points, and competitive mentions — and organises them into searchable, quantifiable data that revenue and product teams can act on. The core problem CustomerIQ solves is the gap between what customers tell you and what your organisation actually does with that information. Sales reps hear the same objections repeatedly, support teams see recurring issues, and product managers get feedback filtered through several layers of telephone tag. CustomerIQ captures these signals at source and makes them visible across the organisation. For Australian B2B companies with active sales and customer success teams, CustomerIQ provides a structured way to turn conversation data into competitive intelligence, product insight, and revenue opportunity identification. When connected to CRM and sales tools, it enriches customer records with AI-extracted insights. Osher Digital’s sales automation services help organisations build these connected data flows, and our work with the talent marketplace AI project demonstrates how we extract and act on unstructured data at scale. If your team is sitting on a goldmine of customer conversation data but nobody has time to analyse it, CustomerIQ makes that analysis automatic. Our AI consulting team can evaluate whether CustomerIQ fits your tech stack or whether a custom approach via our automated data processing services would better suit your needs.
    CustomerIQ consultants
  • Seamless AI

    Seamless AI

    Seamless AI is a sales intelligence platform that provides real-time contact and company data for B2B prospecting. Rather than manually hunting through LinkedIn profiles or buying stale lead lists, sales teams use Seamless AI to find verified email addresses, direct phone numbers, and firmographic details for target accounts. The platform pulls data from public sources and cross-references it to maintain accuracy. The core value proposition is speed. A sales rep can build a targeted prospect list in minutes rather than hours. Seamless AI also includes intent signals and company news tracking, so outreach can be timed around relevant triggers — like a funding round, leadership change, or technology adoption. This moves prospecting from spray-and-pray to something more deliberate. For Australian businesses scaling their outbound sales operations, Seamless AI pairs well with CRM and email automation tools. When connected through platforms like n8n, prospect data can flow directly into your CRM, trigger personalised email sequences, and update pipeline records without manual data entry. Osher Digital’s sales automation services help teams build these end-to-end pipelines so reps spend time selling rather than entering data. If your sales team is burning hours on manual prospecting or working with outdated contact databases, Seamless AI is worth a look. Our AI consulting team can evaluate whether it fits your sales workflow and connect it with your existing systems for maximum impact.
    Seamless AI consultants
  • RD Station CRM

    RD Station CRM

    RD Station CRM is a sales pipeline management tool built by the Brazilian software company RD Station, designed for small and mid-sized businesses that want a straightforward way to track deals from first contact through to close. Unlike enterprise CRMs that require dedicated administrators, RD Station CRM keeps things practical — giving sales teams a visual pipeline, contact management, and activity tracking without months of setup. For businesses with an established marketing funnel, the real value of RD Station CRM comes from connecting it with marketing automation and lead generation tools. When a lead fills out a form, downloads a resource, or engages with a campaign, that information can flow directly into the CRM so sales reps have context before they even pick up the phone. Our sales automation team helps organisations build exactly these kinds of lead-to-deal pipelines. The platform also supports task automation within the sales process — automatically assigning leads to reps, sending follow-up reminders, and moving deals between pipeline stages based on triggers. Paired with a workflow engine like n8n, businesses can extend this further by syncing RD Station CRM with accounting tools, support desks, or custom databases. Our system integration specialists regularly build these cross-platform connections. If your sales team is still managing leads through spreadsheets or disconnected tools, RD Station CRM offers a low-friction entry point. With the right automation strategy behind it, you can turn a basic CRM setup into a fully connected revenue engine.
    RD Station CRM consultants
  • Firmao

    Firmao

    Firmao is a CRM and business management platform that combines customer relationship management, project tracking, invoicing, and warehouse management in a single system. It is aimed at small and medium-sized businesses that need an affordable, integrated solution without the complexity of enterprise-grade platforms. Firmao handles a lot under one roof, but connecting it with specialised tools you already use — like accounting software, marketing platforms, or industry-specific applications — usually requires custom integration work. When Firmao operates in isolation, data gets duplicated across systems. Your accounting team re-enters invoice data that already exists in Firmao. Marketing campaigns cannot reference CRM segments without a manual export. Project updates in Firmao do not reach external collaborators who use different tools. These gaps create extra work and increase the risk of errors. Our system integrations team at Osher connects Firmao with your accounting software, marketing platforms, e-commerce systems, and other business tools so that data flows between them without manual intervention. Our robotic process automation specialists handle the repetitive data transfer tasks that currently eat into your team’s productive hours. If Firmao is your operational backbone but feels disconnected from the rest of your tech stack, our AI consultants can design an integration plan that makes every system work together as a cohesive unit.
    Firmao consultants
  • Leadpops

    Leadpops

    Leadpops is a lead generation platform built specifically for mortgage, real estate, and insurance professionals. It provides landing pages, quizzes, and funnels that capture prospect information and qualify leads before they reach your sales team. The platform handles the front-end lead capture well, but the value of those leads drops sharply if they are not acted on quickly and routed to the right people. In competitive industries like mortgage lending and real estate, response time directly affects conversion rates. When a lead fills out a Leadpops form and then waits hours for a callback because someone has to manually check the dashboard, transfer the data, and assign a follow-up — that lead has likely already spoken to a competitor. Speed to contact is everything, and manual handoffs are the enemy. Our sales automation team at Osher builds integrations that push Leadpops submissions directly into your CRM, trigger instant notifications to the right agent, and kick off nurture sequences within seconds of a form being completed. We connect Leadpops with your dialler, email platform, and lead routing system so that every prospect is contacted fast and followed up consistently. Our robotic process automation specialists handle the repetitive data transfer tasks that slow down your pipeline. If your Leadpops leads are not converting as well as they should, the problem might not be the leads — it might be the gap between capture and contact. Our business automation team can close that gap for you.
    Leadpops consultants
  • LeadBoxer

    LeadBoxer

    LeadBoxer is a lead identification and scoring platform that tracks website visitors and enriches anonymous traffic with company and contact information. For B2B teams, the gap between traffic numbers and actual pipeline is often enormous — thousands of visitors but no idea who they are. LeadBoxer closes that gap by identifying visiting companies, scoring engagement, and surfacing qualified leads. The platform places a tracking script on your website that captures visitor behaviour — pages viewed, time on site, return visits — and cross-references this with business databases to identify the companies behind sessions. Scores are calculated based on engagement patterns so sales focuses on warm prospects. Our sales automation team connects tools like LeadBoxer to CRMs so identified leads appear directly in your pipeline. Where LeadBoxer adds real value is the marketing-to-sales handoff. Marketing generates traffic, LeadBoxer identifies who that traffic is, and automation routes qualified leads into your CRM with engagement context. Our automated data processing specialists build these lead intelligence pipelines for clear buyer intent signals. If your B2B business generates traffic but struggles converting visitors to pipeline, our AI consultants can implement LeadBoxer with the right automation and CRM integrations to turn anonymous traffic into sales opportunities.
    LeadBoxer consultants
  • SmartReach

    SmartReach

    SmartReach is a sales engagement platform for outbound email campaigns, prospect follow-ups, and multi-channel outreach sequences. It automates the repetitive parts of sales prospecting — sending personalised cold emails, scheduling follow-ups based on recipient behaviour, and tracking engagement. For sales teams spending hours managing outreach manually, SmartReach turns that effort into a system that runs on its own. The platform supports email sequencing, A/B testing, automated follow-ups triggered by opens and clicks, and team-level campaign management. Integrated with your CRM through n8n, SmartReach becomes part of a closed-loop pipeline where engagement data flows back to CRM records automatically. Our sales automation team builds these integrated outreach systems for clients who need connected sales tooling. Deliverability is a genuine concern with outbound email. SmartReach addresses this with email warm-up, send throttling, and spam score checking — features that protect your sender reputation when your business depends on cold outreach reaching inboxes. For businesses scaling outbound sales without scaling headcount, SmartReach with the right automation multiplies a small team’s output. Our business automation specialists connect SmartReach to CRMs, enrichment tools, and dashboards. Talk to our AI consultants about designing an outbound engine that runs efficiently.
    SmartReach consultants
  • Lusha

    Lusha

    Lusha is a B2B contact and company data platform that helps sales and recruiting teams find accurate email addresses and phone numbers for their target prospects. The core problem it solves is the hours wasted hunting for contact details — reps manually searching LinkedIn, company websites, and data brokers to find the right person’s direct line or email. Lusha gives you that data instantly through a browser extension or API. The platform offers a Chrome extension that enriches LinkedIn profiles and company pages with verified contact details, plus a prospecting dashboard where you can search and filter contacts by job title, industry, company size, and location. For teams running sales automation workflows, Lusha provides the accurate contact data that makes outbound sequences actually reach the right people instead of bouncing or going to generic inboxes. Where Lusha fits into a broader automation strategy is in the data enrichment layer. When a new lead enters your CRM, an automated workflow can call the Lusha API to fill in missing contact fields — direct dial, verified email, company revenue, employee count — without a rep doing any manual research. Osher’s automated data processing team builds these enrichment pipelines regularly using n8n. For sales teams that depend on outbound prospecting, having accurate contact data is foundational. Lusha paired with AI agent development for lead scoring and prioritisation means your reps spend their time calling the right people with verified numbers, rather than guessing email formats or dialling outdated phone numbers.
    Lusha consultants
  • Sierra Interactive

    Sierra Interactive

    Sierra Interactive is a real estate platform that combines IDX websites, CRM, and marketing automation into a single system for agents and brokerages. The core problem it solves is fragmentation — most real estate teams juggle separate tools for their website, lead capture, email follow-up, and transaction tracking. Sierra pulls all of that together so leads generated from property searches flow straight into automated nurture sequences. The IDX website component gives agents MLS-connected property search functionality, which drives organic traffic from buyers actively looking in specific areas. Leads captured through these searches land in Sierra’s built-in CRM, where agents can set up drip campaigns, text message follow-ups, and task reminders. The platform also includes a dialler for outbound prospecting. For brokerages looking to scale, Sierra Interactive becomes more valuable when connected to the rest of your technology stack. Through system integrations, you can sync lead data with accounting platforms, push new listings to social media automatically, or trigger workflows in project management tools when a deal reaches a certain stage. Osher’s sales automation consulting helps real estate businesses build these connections. If you are a real estate team struggling with lead follow-up speed or losing track of prospects across disconnected tools, Sierra Interactive provides the consolidated platform. Combined with AI agent development for tasks like automated lead qualification, it can significantly reduce the manual work that slows agents down.
    Sierra Interactive consultants
  • Sales Simplify

    Sales Simplify

    Sales Simplify is a sales engagement platform built to reduce the manual effort that drags down pipeline velocity. Most sales teams lose hours each week toggling between CRMs, email tools, and spreadsheets — Sales Simplify pulls prospecting, outreach sequencing, and deal tracking into a single workspace. For teams already running sales automation workflows, it slots in as the front-end layer where reps actually manage their day-to-day activity. The platform covers lead capture, automated email sequences, meeting scheduling, and pipeline visualisation. What makes it practical is the drag-and-drop pipeline builder, which lets sales managers restructure deal stages without needing a developer. Reps get a unified inbox and activity timeline per contact, cutting down on context-switching between tools. Where Sales Simplify becomes more powerful is when it connects to your broader automation stack. Through system integrations, you can sync deal data with accounting software, push closed-won notifications to Slack, or trigger onboarding workflows automatically. Osher helps businesses wire these connections together using n8n so nothing falls through the cracks between sales and operations. If your sales process still relies on manual data entry and disconnected tools, Sales Simplify paired with business automation consulting gives you a clear path to shorter sales cycles and better pipeline visibility. It suits small-to-mid-sized teams that want CRM-like functionality without enterprise-level complexity.
    Sales Simplify consultants
  • FullContact

    FullContact

    FullContact is an identity resolution and contact enrichment platform that takes partial contact information — an email address, phone number, or social profile — and returns a comprehensive profile including name, job title, company, location, and social media accounts. For businesses that capture leads with minimal form fields to keep conversion rates high, FullContact fills in the gaps so sales and marketing teams have a complete picture of who they are talking to. The platform works through API calls and batch processing, making it suitable for both real-time enrichment (appending data as a lead comes in) and retrospective enrichment of existing databases. FullContact maintains its own identity graph by aggregating data from public sources and partnerships, resolving multiple data points to a single unified profile. Integrating FullContact with your CRM and marketing tools through system integrations means lead enrichment happens automatically. When a new contact enters your system, FullContact can append job title, company size, industry, and social profiles without manual effort. Osher Digital’s sales automation services can build pipelines where enriched data triggers lead scoring, routing, and personalised outreach based on the contact’s profile. If your sales team wastes time researching prospects manually, or if your CRM is full of incomplete records that make segmentation impossible, FullContact solves both at scale. Our AI consulting team can design the integration architecture that keeps your contact database complete and current.
    FullContact consultants
  • Platform.ly

    Platform.ly

    Platform.ly is a marketing automation and CRM platform designed for small to mid-sized businesses that want lead tracking, email marketing, CRM, and business intelligence in a single tool. Rather than stitching together separate tools for each function, Platform.ly gives marketing and sales teams a unified view from first website visit through to purchase and beyond. What makes Platform.ly particularly useful is its link tracking and attribution capabilities. The platform maps out which marketing channels, campaigns, and content pieces drive each lead and sale, giving you clear visibility into where your budget is producing results. For businesses running multiple campaigns across email, social, and paid channels, this attribution data can reshape how you allocate spend. Connecting Platform.ly to your wider business stack through system integrations means CRM data can flow into your accounting software, lead scores can trigger outreach sequences, and campaign performance can feed into centralised dashboards. Osher Digital’s sales automation services can design workflows that nurture leads based on behaviour — sending targeted content to prospects who visit specific pages or reach engagement thresholds. If your marketing team lacks visibility into which campaigns drive revenue, or if leads fall through the cracks between marketing and sales, Platform.ly addresses both. Our business automation team can configure it to match your sales process and build attribution models that connect marketing activity to outcomes.
    Platform.ly consultants
  • Cloze

    Cloze

    Cloze is a relationship management platform that pulls together emails, phone calls, meetings, notes, and social media interactions into a single view of each contact. For businesses struggling to keep track of client communications across scattered inboxes and apps, Cloze eliminates the manual data entry that eats into productive hours. It automatically builds a timeline for every relationship, so sales and account management teams can pick up conversations without digging through old emails. Where Cloze stands out is its ability to surface contacts who need attention. Rather than relying on reps to remember follow-ups, the platform nudges them when a relationship has gone quiet. This is particularly useful for consultancies and professional services firms where long sales cycles mean opportunities slip through the cracks if not actively managed. Connecting Cloze with your broader tech stack through system integrations unlocks more value — syncing deal data with your CRM, pushing updates to project management tools, or triggering workflows when a contact reaches a certain stage. Osher Digital’s sales automation services can help wire Cloze into automated pipelines that reduce the administrative burden on your team. For organisations looking to get more out of their existing client relationships without adding headcount, Cloze offers a practical starting point. Our AI consulting team can assess whether Cloze fits your workflow and how to integrate it with the rest of your systems.
    Cloze consultants
  • Capsule

    Capsule

    Capsule is a lightweight CRM platform designed for small to mid-sized businesses that need to manage contacts, track sales opportunities, and organise customer relationships without the complexity and cost of enterprise CRM systems. It provides a clean, intuitive interface where teams can store contact details, log interactions, manage sales pipelines, and set follow-up tasks — all in one place. The problem Capsule solves is scattered customer data. When contact information lives across email inboxes, spreadsheets, and sticky notes, important details get lost and follow-ups fall through the cracks. Capsule centralises everything, giving each team member full context on every contact and deal without needing to ask a colleague what happened last. Capsule becomes significantly more powerful when connected to the other tools your business relies on. Through integrations with accounting software, email marketing platforms, and communication tools, Capsule can serve as the central hub for customer data. When paired with system integrations and workflow automation, data flows between Capsule and your other systems automatically — new deals trigger invoices, completed sales update marketing lists, and support tickets link back to the right contact record. Osher Digital helps Australian businesses get more from Capsule by building business automation workflows around it. Our team connects Capsule to your broader tech stack, automates repetitive CRM tasks, and builds sales automation pipelines that keep your customer data accurate and your sales team focused on closing rather than data entry.
    Capsule consultants
  • Woodpecker.co

    Woodpecker.co

    Woodpecker.co is a cold email and follow-up automation platform built for B2B sales teams who need to run personalised outreach at scale without burning through their sender reputation. Rather than blasting generic templates to enormous lists, Woodpecker lets teams create human-sounding email sequences that adapt based on recipient behaviour — opens, clicks, and replies all trigger different follow-up paths. For sales teams struggling with inconsistent outreach or reps spending hours on manual follow-ups, Woodpecker removes the repetitive work while keeping the personal touch that actually gets responses. The platform handles deliverability monitoring, domain warm-up, and bounce detection automatically, which means fewer emails landing in spam folders and more conversations started. When connected to your CRM and other sales tools through system integrations, Woodpecker becomes part of a broader revenue engine. Prospect data flows in, sequences run automatically, and replies get routed to the right rep. Organisations looking to build more sophisticated sales automation workflows can pair Woodpecker with n8n or similar orchestration tools to trigger campaigns based on lead scoring, website visits, or CRM stage changes. Osher Digital helps Australian businesses connect Woodpecker into their existing sales stack, building automations that go well beyond basic email sequences. Our business automation team can design workflows that sync Woodpecker with your CRM, enrich prospect data before outreach begins, and route warm replies directly into your pipeline.
    Woodpecker.co consultants
  • Plecto

    Plecto

    Plecto is a business dashboard platform that pulls real-time data from multiple sources and displays it on TV screens, monitors, or web browsers across your organisation. For sales teams, support desks, and operations managers, having live KPIs visible at all times keeps performance front of mind without requiring anyone to manually compile reports or open spreadsheet after spreadsheet. Plecto connects natively to CRMs, helpdesks, phone systems, and billing platforms to pull metrics like revenue, call volume, ticket resolution times, and conversion rates. It also supports gamification features — leaderboards, contests, and achievement badges — which can drive healthy competition within teams. Osher Digital’s sales automation services often include dashboard setup as part of broader sales workflow projects, giving teams instant visibility into pipeline health and individual performance. Where Plecto becomes even more powerful is when it receives data from custom automation workflows. Not every metric lives in a standard SaaS tool — some need to be calculated, aggregated, or pulled from databases and APIs. Our automated data processing team builds pipelines that feed custom KPIs into Plecto, ensuring your dashboards reflect the metrics that actually matter to your business rather than just what comes pre-built. If your team is spending time pulling numbers from multiple systems to build performance reports, Plecto combined with smart data pipelines can automate that entirely. Osher Digital’s system integration specialists connect your data sources to Plecto so dashboards update themselves in real time.
    Plecto consultants
  • RealPhoneValidation

    RealPhoneValidation

    RealPhoneValidation is a phone number verification service that checks whether a number is valid, active, and reachable before your team tries to call it. For sales teams and call centres working through lead lists, invalid or disconnected numbers waste time and drive up costs. RealPhoneValidation identifies bad numbers upfront so your outreach efforts focus on contacts who can actually be reached. The service checks numbers against carrier databases in real time, returning data on line type (mobile, landline, VoIP), carrier name, and connection status. This information is valuable for segmenting outreach — for example, routing mobile numbers to SMS campaigns while directing landlines to call queues. Osher Digital’s sales automation team builds these kinds of routing workflows so leads are contacted through the most effective channel. Integrating RealPhoneValidation into your lead capture pipeline means bad data gets filtered out before it ever reaches your CRM. Instead of discovering disconnected numbers mid-call, your team starts each shift with a clean, verified list. Our automated data processing specialists connect validation services like this directly into ingestion workflows, ensuring data quality from the point of entry. Whether you are validating phone numbers from web forms, purchased lists, or imported databases, RealPhoneValidation’s API makes it straightforward to automate the process. Osher Digital’s system integration services can wire this into your existing stack so validation happens automatically without any manual steps.
    RealPhoneValidation consultants
  • Badger Maps

    Badger Maps

    Badger Maps is a route planning and field sales management platform designed for outside sales teams. It combines territory mapping, route optimisation, lead visualisation, and CRM integration into a mobile-first application that helps sales reps plan their days more efficiently. Instead of manually plotting visits on a map, reps can see all their accounts and scheduled meetings on an interactive map and generate optimised driving routes. The core problem Badger Maps solves is wasted windshield time. Field sales reps often spend more time driving between appointments than actually selling. By optimising visit sequences and identifying nearby prospects, Badger Maps helps reps fit more meetings into each day. When connected to your CRM through system integrations, visit data and deal updates sync automatically — eliminating the end-of-day data entry that reps consistently deprioritise. For sales organisations looking to get more from their field teams, pairing Badger Maps with sales automation creates a powerful combination. Automated lead assignment based on territory, follow-up reminders triggered by visit outcomes, and real-time pipeline updates all reduce administrative burden while improving data quality. Badger Maps also provides territory management features, allowing sales leaders to balance workloads, identify underserved areas, and make data-driven territory assignments. Combined with automated data processing from your CRM and marketing tools, territory planning becomes a strategic exercise backed by real performance data.
    Badger Maps consultants
  • LaGrowthMachine

    LaGrowthMachine

    LaGrowthMachine is a multi-channel sales outreach platform that automates prospecting across LinkedIn, email, and Twitter from a single interface. Instead of manually sending connection requests, follow-up emails, and social messages one at a time, you build sequenced campaigns that run across channels simultaneously — reaching prospects wherever they’re most responsive. For Australian B2B sales teams and agencies, the value proposition is straightforward: more conversations with less manual effort. LaGrowthMachine lets you import leads from LinkedIn or CSV files, enrich contact data automatically, and launch personalised outreach sequences that adapt based on how each prospect responds. If someone accepts your LinkedIn connection but ignores your email, the platform adjusts the follow-up path accordingly. The platform really delivers when it’s connected to the rest of your sales automation stack. Integrated with your CRM through a tool like n8n, LaGrowthMachine can sync prospect engagement data in real time — updating deal stages, triggering internal notifications when a prospect replies, or passing qualified leads directly to your sales team’s pipeline. That closed loop between outreach and CRM is where most teams see the biggest efficiency gains. If your sales development process involves manual LinkedIn outreach, scattered email follow-ups, and a spreadsheet tracking who said what, LaGrowthMachine consolidates that into a structured, repeatable system. Combined with AI-powered lead qualification, it becomes a genuine pipeline engine rather than just another outreach tool.
    LaGrowthMachine consultants
  • quentn

    quentn

    Quentn is a marketing automation and CRM platform built for businesses that want to move beyond basic email blasts into behaviour-driven campaigns. It combines contact management, visual campaign builders, and tagging logic so you can send the right message to the right person based on what they actually do — not just what list they’re on. For Australian businesses running lead nurturing, onboarding sequences, or re-engagement campaigns, Quentn provides a visual workflow editor where you map out the entire customer journey. Contacts move through sequences based on triggers like email opens, link clicks, form submissions, or custom events pushed from your website or app. The result is marketing that responds to behaviour in real time rather than following a rigid calendar. Where Quentn gets interesting for growing businesses is its integration potential. Connected to a system integration layer like n8n, Quentn becomes part of a larger automation ecosystem — syncing contacts with your CRM, triggering workflows from e-commerce events, or feeding lead scoring data into your sales automation pipeline. That’s where the real leverage sits: not just sending emails, but orchestrating the full lead-to-customer journey across multiple tools. If your current email marketing feels disconnected from the rest of your business systems, Quentn is worth evaluating. It’s particularly strong for service-based businesses and agencies that need segmentation depth without enterprise-level complexity or pricing.
    quentn consultants
  • Teamgate

    Teamgate

    Teamgate is a sales CRM designed for small to mid-sized businesses that need pipeline management without the configuration overhead of Salesforce or the limitations of spreadsheets. It covers lead capture, deal tracking, sales pipeline visualisation, activity logging, contact management, and reporting — the core features sales teams actually use day-to-day. What makes Teamgate practical is its balance of capability and simplicity. Your sales team can track deals through pipeline stages, log calls and emails, set follow-up reminders, and pull reports on conversion rates — all without needing a dedicated CRM administrator. For growing businesses where sales processes are becoming too complex for spreadsheets but Salesforce feels like overkill, Teamgate fills that gap. The value multiplies when Teamgate connects to your other business systems. Lead data from your website forms should flow directly into Teamgate. When a deal progresses, your project management tool should know about it. Won deals should trigger onboarding workflows and accounting entries. These connections turn your CRM from a standalone record-keeping tool into the central hub of your sales automation strategy. We build these integrations using n8n so everything stays connected and visible. If your sales team is wasting time on admin instead of selling, book a call with us. We help businesses across Australia build CRM workflows that actually support how their teams work.
    Teamgate consultants
  • Smaily

    Smaily

    Smaily is an email marketing and automation platform built for businesses that need reliable campaign delivery without the bloat of enterprise tools. It handles subscriber management, responsive email design, automated drip sequences, and A/B testing through a clean drag-and-drop interface. Smaily also supports SMS marketing and connects to popular e-commerce and CRM platforms out of the box. Where Smaily gets interesting for Australian businesses is its automation engine. Rather than manually segmenting lists and scheduling sends, you can build trigger-based workflows that respond to customer behaviour — abandoned carts, purchase follow-ups, re-engagement sequences — all running in the background. Combined with its analytics dashboard, you get a clear picture of what is working and what needs adjustment. The challenge most organisations face is not setting up Smaily itself, but connecting it properly to the rest of their tech stack. When your CRM, e-commerce platform, and email marketing tool are not sharing data cleanly, you end up with duplicate contacts, missed triggers, and inconsistent messaging. That is where system integration work makes the difference — building the data pipelines that keep everything in sync. At Osher, we have helped businesses across Australia connect their marketing automation tools into unified workflows using n8n and custom API integrations. If your email marketing feels disconnected from the rest of your operations, it is worth looking at how the pieces fit together. Get in touch to discuss your setup.
    Smaily consultants
  • Simplero

    Simplero

    Simplero is an all-in-one platform for online course creators, coaches, and membership site operators. It bundles course delivery, email marketing, landing pages, payment processing, and affiliate management into a single system — reducing the need for multiple subscriptions and the integration headaches that come with stitching separate tools together. For businesses built around digital products and online education, Simplero handles the core operations well. But where things get interesting is when Simplero connects to your broader business systems — your accounting software, customer support tools, marketing analytics, or CRM. That’s where system integration through platforms like n8n turns Simplero from a standalone platform into part of a connected business engine. Consider the typical pain points for course creators: manually tracking which students completed what, chasing payment failures, sending personalised follow-ups, and reconciling revenue with accounting software. Each of these can be automated. When a student completes a module, your CRM gets updated. When a payment fails, a recovery sequence triggers automatically. When revenue comes in, your accounting system reflects it without manual data entry. Our business automation team builds these connected workflows for Australian education and coaching businesses. The goal isn’t to replace what Simplero already does well — it’s to eliminate the manual work that sits between Simplero and the rest of your operations. That’s where the time savings and operational consistency come from.
    Simplero consultants
  • CleverReach

    CleverReach

    CleverReach is a German-built email marketing platform used by businesses across Europe and Australia for newsletters, automated email sequences, and subscriber management. It’s particularly popular with organisations that need GDPR-compliant email infrastructure out of the box — something that matters increasingly for Australian businesses dealing with international customers. Where CleverReach fits into a broader automation strategy is as the delivery layer for email communications triggered by events elsewhere in your tech stack. Rather than manually building campaigns in CleverReach’s interface, you can connect it to your CRM, e-commerce platform, or booking system so that emails fire automatically based on customer behaviour. Our business automation team regularly connects email platforms like CleverReach into larger workflow systems using n8n. The practical benefit is consistency and speed. When a lead fills out a form, purchases a product, or hits a specific milestone in your sales pipeline, CleverReach can send the right email within seconds — without anyone on your team touching a button. Combined with AI-powered personalisation, these automated sequences can adapt content based on recipient behaviour and preferences. For Australian businesses already using CleverReach or evaluating it against alternatives like Mailchimp or ActiveCampaign, the key question isn’t which platform is best in isolation — it’s how well it integrates with everything else you use. That’s where our integration expertise makes the difference.
    CleverReach consultants
  • Bitrix24

    Bitrix24

    Bitrix24 is an all-in-one business platform that bundles CRM, project management, team communication, HR tools, and document management into a single workspace. For businesses tired of juggling separate subscriptions for their CRM, chat tool, task manager, and file storage, Bitrix24 consolidates those functions. It is popular with small to mid-sized businesses that want a unified system without the price tag of enterprise platforms like Salesforce or HubSpot. The CRM module tracks leads, deals, and customer interactions with built-in pipeline management. The project management side handles tasks, Kanban boards, Gantt charts, and time tracking. Communication features include group chat, video calls, and a social intranet. On the HR side, it covers leave management, employee directories, and basic recruitment workflows. The trade-off is that individual modules are not as deep as best-of-breed alternatives. Where Bitrix24 benefits most from integration work is when businesses need data flowing between Bitrix24 and external systems — accounting software, marketing tools, or industry-specific applications. Our system integration team regularly connects Bitrix24 to other platforms via its REST API, enabling automated data sync that eliminates double-entry. At Osher, we have worked with businesses that outgrow Bitrix24s native automation. Connecting it to a workflow platform like n8n lets you build more sophisticated processes — like automated lead scoring, multi-step approvals, or triggered notifications that Bitrix24 alone cannot handle.
    Bitrix24 consultants
  • Unisender

    Unisender

    Unisender is an email and SMS marketing platform that helps businesses create, send, and track campaigns across both channels from a single dashboard. It combines a drag-and-drop email builder, contact list management, marketing automation, and detailed analytics — giving you the tools to run targeted communication campaigns without juggling multiple platforms. For Australian businesses looking for a straightforward email marketing solution, Unisender offers a practical alternative to larger platforms like Mailchimp or ActiveCampaign. It covers the essentials — segmented email campaigns, automated sequences, A/B testing, and SMS outreach — without the complexity and cost of enterprise-grade tools. Unisender supports list segmentation based on subscriber behaviour, custom fields, and engagement history, allowing you to target messages to the right audience segments. The automation features let you set up welcome sequences, abandoned cart reminders, re-engagement campaigns, and event-triggered messages that run without manual intervention. Our sales automation team can help you integrate Unisender with your CRM and e-commerce platform, ensuring subscriber data stays synchronised and campaign performance feeds back into your broader business automation workflows.
    Unisender consultants
  • Nusii Proposals

    Nusii Proposals

    Nusii Proposals is a proposal creation and management tool built specifically for agencies and freelancers who need to send professional proposals quickly. It streamlines the entire process from writing to signing — letting you create branded proposals with reusable sections, track when clients open and read them, and collect electronic signatures without leaving the platform. For Australian agencies and consultancies, Nusii addresses a common bottleneck: the time spent writing, formatting, and chasing proposals. Instead of starting from scratch each time or wrestling with Word documents and PDFs, Nusii gives you a template-based system where your best-performing proposal sections are saved and reusable. The platform includes real-time notifications when a client views your proposal, analytics on which sections they spend the most time reading, and built-in e-signatures so you can close deals without switching to a separate signing tool. This visibility into client behaviour helps you follow up at the right moment rather than guessing. If proposals are a bottleneck in your sales process, our sales automation team can help integrate Nusii with your CRM and invoicing tools so that accepted proposals automatically trigger project creation, client onboarding, and invoice generation through automated business workflows.
    Nusii Proposals consultants