Lead and CRM automation
Captured calls become CRM records, follow-up tasks, and SMS confirmations — automatically.
Business Automation
Available nowAutomation workflows that remove the manual steps between your tools.
Solvio builds practical automations for the repetitive work that slows service teams down: getting captured leads into your CRM, following up enquiries, creating job records, chasing reviews, and keeping your team notified. Most clients start with automations that extend their voice agent — same pain, same buyer, no new tools to learn.
Actively delivered today — standalone, or bundled with a voice agent (where the first workflow is often included).
Why it matters
What this changes for your business.
Remove repetitive admin
Stop making staff copy details between tools, chase updates, or manually create routine records.
Improve operational consistency
Make sure the right action happens every time a lead, customer, ticket, booking, or report changes state.
Make AI useful inside workflows
Use AI to classify, summarise, draft, route, and decide next steps where it adds practical value.
What we build
Capabilities, in plain terms.
Customer operations
Automate onboarding, reminders, status updates, job-sheet creation, and review requests after completed work.
Reporting automation
Pull data from multiple tools and turn it into scheduled summaries your team actually reads.
AI-assisted operations
Summarise conversations, classify requests, generate drafts, and flag exceptions for review.
How it works
From first conversation to launched system.
- 01
Find the bottlenecks
We map where time is lost, where data breaks, and where handoffs depend on memory.
- 02
Design the workflow
We define triggers, conditions, actions, owner rules, retries, and human review points.
- 03
Deploy and monitor
We connect the tools, test real cases, and give your team visibility into what ran and what needs attention.
Pricing
Scoped builds, light-touch care.
Fixed build prices agreed in writing before work starts. Prices ex-GST; final scope confirmed in your written quote.
Single workflow
from $1,400 one-time build
One repeatable process, one integration — e.g. missed-call capture → CRM → follow-up SMS.
- Scoped and priced in writing
- Tested against real cases
- Handover documentation
Most popular
Automation pack
from $3,500 one-time build
Up to three connected workflows around one operational area.
- Everything in Single workflow
- Connected trigger design
- Exception notifications
Care plan
$390 per month
Monitoring, fixes, and small improvements so workflows keep working as your tools change.
- Monitoring and repairs
- Small changes included
- Half price ($195/mo) with any voice plan
Voice clients: the Qualify plan includes one workflow and Operate includes up to three — bundling is usually the best value.
Works with
Connected to what you already use.
- CRMs
- Forms
- SMS
- Spreadsheets
- Calendars
Questions
Asked before, answered honestly.
Do we need to replace our current tools?
Usually no. The best automation projects connect the tools your team already uses.
Can automations include human approvals?
Yes. We design human review points wherever the workflow needs judgement or risk control.
Where should we start?
Start with the workflow that is high-volume, repetitive, and painful enough that the payoff is obvious. For most service businesses that is lead capture and follow-up.
Next step
Bring the workflow. We will map the system.
Tell us how calls and follow-up work today, and we will show you exactly what Solvio would change — with a live demo, not a slide deck.