Built a streamlined intake and project management system for a firm specializing in post-disaster property loss documentation. Integrated Microsoft 365 (SharePoint, Booking, OneDrive), Stripe, QuickBooks Online, and JotForm to automate lead intake, contract signing, file collection, and task handoffs. Enabled secure document delivery and status tracking across team members. The new system reduced onboarding time, improved collaboration, and scaled capacity by 2–3x without adding headcount.
Tag: stripe
In the world of small businesses, where every minute and dollar counts, the quest for efficiency is never-ending. That’s where Pixie, our delightful automation assistant from Effortless Workflows, steps in to make a significant impact on how business operations intertwine with technology.