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How to Get Started with Automation System
What you get, what you need, and the five steps from request to running your business on software you own.
Automation System · 6 min read
Automation System is a set of business tools you own. You start with Automation CRM, a working foundation you copy into your own workspace and shape around how your business actually runs. This guide walks through exactly what happens from the moment you reach out.
What you get
Automation System is a connected business system on one shared database. Today that means Automation CRM, a working CRM: leads, opportunities, contacts, accounts, a sales dashboard and reporting. Project management is next, followed by the marketing operating system, and each one plugs into the same database when it ships. Each is sold separately when released.
It is the bones, not a finished product. You get the data structure, core screens and workflows already in place, so you are not starting from a blank page, and you are free to change any of it.
What you need
A Zite account. Automation System runs on Zite, an AI app builder (affiliate link). Start on Zite’s free plan, then move to Pro from $20 a month as you grow, billed by Zite. Every plan covers unlimited users, so your cost stays flat as your team grows.
A clear picture of how you work today. Which tools you use, where your data lives and what keeps breaking.
A little time, or our help. You can do every step yourself, or book setup help as a paid add-on.
The five steps
Tell us about your business
Fill out the form and tell us how your business runs, which tools you use and what you want the software to do. We’ll get back to you, talk it through on a call if it helps, and send you Automation CRM when you’re ready. It’s $599, one time, with no subscription to us.
Want Automation CRM?
Tell us how your business runs and we’ll get you started with Automation CRM ($599), or help you work out if it fits.