Business automation so no inquiry goes cold, Bright Rivr in Bozeman, Montana

Business automation

Follow-ups that run themselves

Business automation so no inquiry goes cold

Automate follow-ups, reminders, review requests, and routing, and build custom apps powered by JTech technology, so you can put AI-assisted lead routing to work where it saves staff time without adding hype.

What’s included

Business automation can replace complex workflows and the mundane: follow-ups, reminders, and routing. For custom web apps, a planning package defines requirements, roles, workflows, architecture, MVP, and a phased roadmap before UI or code starts.

A contractor checking a phone in a pickup truck at a building site at dusk
  • Workflow automation for email follow-ups, tasks, and routine handoffs inside your CRM workflows
  • Same-night review and referral requests after each job
  • System integration that connects the tools you already use
  • Active customer participation with one designated project contact

Need a custom app? We plan it first.

  • Custom Web App Planning: process analysis, roles and permissions, workflow mapping
  • Feature prioritization, functional requirements, and architecture recommendations
  • User journeys, application flowcharts, MVP definition, and phased roadmap

How we work

Automate what is clear; plan thoroughly when you are building something new.

Step 1

Discover

Map today’s process, systems, and the outcomes that matter.

Step 2

Design the path

For apps: requirements and roadmap. For automation: triggers, rules, and integrations.

Step 3

Implement & refine

Build what was approved—UI, code, and integrations sold separately from planning.

Who it’s for

  • Teams drowning in repetitive follow-ups and manual lead routing
  • Organizations scoping a custom web application before committing to build
  • Businesses that want a complete project foundation before design and development

What’s not included

Custom Web App Planning does not include UI/UX design, graphic design, software development, coding, API integrations, database development, testing, deployment, hosting configuration, or ongoing project management.

Related services

Often paired with this work.

Automation System integration Hosting & systems My JTech CMS Marketing Email marketing

Ready to talk through business automation?

Tell us which follow-ups, reminders, and handoffs take up your team’s time, and we’ll map what to automate first.

Get Started
Phone 406.586.7100 Hours Mon–Fri 8AM–5PM MT