Examples
Sales and Management Reports
CRM + ERP→Report delivered every MondayClient Onboarding
Form→Folder, Email, and PermissionsInquiries via WhatsApp and email
Incoming Message→AI-Driven Classification and RoutingBilling and Collections
Closed Deal→Invoice and ReminderData loading between systems
Payroll→Standalone updated CRMDocuments and Executive Summaries
PDF or contract→AI extracts and summarizes
What's Included
Automated workflows using Make, n8n, or custom APIs, tailored to your specific requirements.
Integration with your CRM, ERP, spreadsheets, email, and WhatsApp Business.
AI to classify, summarize, and generate content within your processes.
Documentation for each workflow and training for your team.
Security review of each integration prior to going live.
Post-delivery support: [timeframe and terms].
1
We assess
We assess how each task is currently performed and the time required to complete it.
2
We prioritize
We prioritize quick wins that deliver the greatest cost savings with the least effort.
3
We build
We build and test each workflow using your actual data.
4
We measure
We show you the hours saved and continue to optimize.
FAQ
Frequently Asked Questions
Is Zypheri a consulting firm or a development agency?
Both, depending on what you need. We can help you automate processes with AI without writing a single line of code, or build the software your company needs from the ground up. What sets us apart is that we are not a one-off vendor—we are the technology team that supports your growth continuously.
