Your business is drowning in busywork. We can help
Running a small business often means drowning in repetitive tasks- emails, follow-ups, data entry- that steal your time and energy.
At Checkmark Automations, we help you reclaim that time by building simple, stress-free automations that run in the background, so you can focus on growing your business instead of managing the busywork.
Think of us as your behind-the-scenes systems partner: we design workflows that work as hard as you do, without the tech headaches or bloated software.
What we can do for you
01.ERP Optimization and Automation
We configure and automate Enterprise Resource Planning (ERP) systems to streamline your core business functions, from finance and inventory to project management, ensuring seamless data flow and operational efficiency.
02.CRM Integration and Automation
Enhance customer relationships and sales processes with tailored Customer Relationship Management (CRM) solutions. We automate lead nurturing, customer service workflows, and data management to boost engagement and retention.
03.Custom Solutions
Tailored automations designed specifically for your unique business needs and industry requirements.
04.Sales Pipeline and Marketing Flows
Accelerate your sales cycle by automating crucial pipeline stages. From automated lead qualification and follow-ups to deal tracking and reporting, we empower your sales team to focus on closing, not admin. Additionally, we can automate sales and nurture funnels, connecting to systems to ensure you never miss a sale.
05.Data Recording & Reporting
Automated data capture systems that deliver actionable metrics for smarter, budget-aligned decision making.
06.Expert Guidance on Integrating Automations
Let us take the intimidation out of integrating automations into your everyday workflows through Zapier, Airtable, and many more powerful tools.
Our Trusted Partners
“Working with Checkmark Automations has been an absolute game-changer for Basecamp. From the very beginning, they made the complex process of revamping our automation systems feel simple and approachable.”
Jenna Celmer, Founder, Basecamp Outdoors