Follow-ups and reminders
Invoice reminders, quote follow-ups and appointment confirmations sent at the right time, in the right tone.
Process automation
Take the busyworkoff your team.
Automations for follow-ups, data entry, reports and handoffs between the tools you already use, with AI where it helps and a person in charge where it matters.
What it is
The same task,
done for you every time.
Business process automation means letting software do the repetitive steps your team does by hand: copying data between systems, sending reminders, building the weekly report, routing a request to the right person. Altamar maps the process with your team, automates the steps worth automating and adds AI where a step needs reading or writing.
We start with the work that costs the most hours and the most mistakes, and we automate one piece at a time so you see the result before committing to more.
What we automate
Small tasks that
add up to whole days.
Data entry between tools
Records created and updated across your CRM, accounting and spreadsheets without anyone retyping them.
Reports
The weekly and monthly numbers built and sent automatically, from your own systems.
Integrations
Your tools connected to each other, so a sale, a form or a payment starts the next step on its own.
When it fits
Automate it when:
- The task follows the same steps every time.
- It happens daily or weekly, and someone dreads it.
- Mistakes come from copying data by hand.
- The information already lives in a system you use.
How a project runs
Fixed price,
five clear phases.
Every project follows the same plan, so you always know what is being built and what is next. A typical build takes about 12 weeks from discovery to launch.
- 01
Discovery
Workshops with your team and a written scope with a fixed price and dates.
- 02
Design
Flows and screens, reviewed with the people who will use them.
- 03
Build
We build in steps and show you working software along the way.
- 04
Launch
Go live, with docs, recorded walkthroughs and training for your team.
- 05
Support
Monitoring, fixes and monthly improvements.
Related work
Projects like this
- Under NDA
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Phone agents that answer, qualify and book, and hand the call to a person when it matters.
Read the case study- Under NDA
CTA Digital
Software project for a digital agency. The details stay under NDA.
Ask about it on a call
Other services
How much does it cost?
Every project has a fixed price, set in a written scope after discovery, with the deliverables, payment schedule and dates. We do not publish a price list because the cost depends on what you need; a 30-minute call is the quickest way to get a number.
Related How pricing works
What should we automate first?
Rank your manual tasks by hours per week and by the cost of a mistake, and start with the one at the top that follows clear steps. One small automation that works beats a big plan that stalls.
Do we have to change the tools we use?
Usually not. We connect the tools you already run and only suggest a change when a tool cannot be connected or is costing you more than it saves.
How do we prepare for an automation project?
Write down how the process works today, step by step, and who does each step. Our free process mapping sheet makes it a one-hour exercise.
Related Process mapping sheet
Book a call
Let's talk about what your teamstill does by hand.
Pick a time that works. You talk to an engineer, not a salesperson.