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“We eliminated 6 manual onboarding steps and reclaimed 3.5 hours per rep per day.”
Operations Director, SaaS Company
Nuevexa is a done-for-you AI and automation partner for SMBs and mid-market ops. We build AI agents, workflow automation on n8n, Make and Zapier, and CRM integrations that go live in 2–4 weeks, so your team stops copy-pasting between tools and starts reclaiming 18+ hours a week.
Many teams start with software implementation and rescue for HubSpot, Pipedrive, ClickUp and Airtable, then add the automations that sit on top.
Free 30-minute strategy call. No pitch deck required, bring the workflows that hurt.
Automation workspace
Customer lifecycle · Live
Closed-won deal
HubSpot · CRM
Qualify + route
Runs automatically
Team notified
Slack · Instant
Onboarding created
Zero manual steps
Recovered
18h/week
Time to live
18 days
Built for
Built on the platforms powering the world's most automated businesses
Trusted by sales teams · wealth firms · online brands · service businesses
Most operations teams run at 60% capacity because the other 40% is consumed by manual tasks that exist only because the right systems aren't in place.
Your shipping platform, order management system, and reporting tool aren't connected. Every handoff between them is a manual task someone on your team is doing by hand, every day.
Campaigns go out when someone remembers to send them. Follow-ups get missed. Engagement data sits in one platform while customer records sit in another. Nothing triggers automatically.
When a deal closes, someone manually creates the project, sends the welcome email, and notifies the team. That gap between sale and start costs time, and sometimes, clients.
Your numbers live in three places and none of them agree. Reports are compiled manually from exports that are already out of date by the time they land in the inbox.
Answer seven questions about how your business runs. Our scan maps your top three automation opportunities against the tools you already use, then puts a number on the hours reclaimed and the annual savings, and tells you where to start. The report lands in your inbox in minutes.
You are a fit if you:
Run a team of roughly 20 to 500, where ops, sales, or customer success is burning hours on handoffs
Already pay for HubSpot, Salesforce, Pipedrive, Shopify, or similar, but the stack does not talk to itself
Want AI agents and automations mapped to your workflow, not a template marketplace
Need one partner for AI agents, workflow automation, CRM sync, and implementation, rather than five freelancers
Not a fit if you only want a ChatGPT subscription tip sheet or DIY Zapier recipes. We are the team that designs, builds, and stays on retainer so the system compounds.
These are the five we are hired for most. Each one is scoped to your workflows, built for production, and designed so the next build costs less than the last.
We configure and migrate HubSpot, Pipedrive, ClickUp, Airtable and similar tools, train your team on them, and rescue rollouts that stalled. The tool stops being shelfware.
"The licence renews. The team finally logs in for real work."
Kill copy-paste between tools. Closed-won to onboarded, forms to CRM to Slack, and the ops handoffs that currently need a human every single time.
"One client eliminated 6 manual onboarding steps. Zero human input."
Agents that qualify leads, handle intake, update your CRM, and run multi-step work around the clock, not a chatbot bolted onto your homepage.
"Clients save 10+ hours/week on tasks that used to need a human."
HubSpot, Salesforce or Pipedrive as the source of truth: enrichment, scoring, pipeline triggers, and an end to three conflicting spreadsheets.
"No more data in 3 places. One source of truth across your stack."
Map every automatable process, rank them by ROI, and build in sequence, so you are fixing causes rather than automating symptoms.
"One team reclaimed 18 hours/week in operational work."
The full stack also covers AI consulting and analytics dashboards.
See all servicesFigures below are client-reported outcomes from the engagements described, measured after deployment.
Want results like these for your team? The audit call is where we figure out your highest-ROI opportunity.
Book a discovery callEvery engagement follows the same three-phase methodology. Clear inputs, defined outputs, measurable results at every stage.
We map your workflows and tools. You get an Automation Opportunity Map, ranked by ROI, before we write a line of automation.
Timeline
Week 1
You get
Automation Opportunity Map, every process ranked by ROI.
We design, test, and ship production systems with documentation and handoff. Average time to live is 18 days.
Timeline
Weeks 2–4
You get
Production-ready system + full documentation + team handoff.
We monitor, fix, and add the next high-ROI workflows as you grow, so each build makes the following one cheaper.
Timeline
Ongoing retainer
You get
Monthly optimisation + new automation builds as you grow.
Most initial builds go live within two to four weeks. Retainer relationships begin the moment the first system is deployed.
See the full methodologyEvery industry has its own operational patterns. We build automation that fits yours.
We don't sell you another SaaS seat. We map your workflows, then build AI agents and automations across the tools you already use, from CRM and billing to support and ops. Nuevexa scopes a fixed build, ships in weeks, and can stay on retainer so the stack keeps growing.
SMBs and mid-market teams, often 20 to 500 people, where ops, sales, or customer success is stuck in manual handoffs. If your tools don't talk to each other and hiring another coordinator isn't the plan, you're the buyer we built for.
Both. Linear workflows on n8n, Make, or Zapier when the path is rules-based, and custom AI agents when the work needs judgement across CRM, email, and documents. We choose the layer after discovery, not before.
Most initial builds go live in two to four weeks. Discovery is week one, the build runs through weeks two to four. Our average time to live across engagements is 18 days.
n8n, Make, and Zapier for workflow automation. OpenAI and Anthropic foundations for agents. HubSpot, Salesforce, Pipedrive, and the broader SaaS stack you already pay for. We implement and integrate, and we do not push affiliate tools.
Book a discovery call, or run the 90-second automation scan. You don't need an internal automation team. We assess where you are, pick the first high-ROI workflow, and build from there.
If we don't deliver what's scoped, you don't pay the remaining balance. That's our guarantee. Every system ships documented, so your team knows what runs and why.
Yes. Most clients start with a single high-ROI build, then move to a retainer so the systems compound. You're never locked into a giant roadmap on day one.
Every engagement is scoped to your workflows, systems, and goals after discovery. We quote a fixed scope for the first build once we know what done looks like. The fastest way to get a real number is a discovery call.
Join teams who reclaimed 18+ hours/week.
