GoHighLevel CRM & automation
CRM setup, pipelines, calendars, workflows, follow-up sequences and integrations for agencies and service businesses.
Example: a missed-call text-back that creates a contact and an opportunity.
GoHighLevel automationServices
From a single broken Zap to a connected CRM, spreadsheet and messaging system, Modern Streamline designs, builds and repairs the workflows your business depends on.
CRM & workflow platforms
Use the automation platform that suits your volume, budget and team — or combine them.
CRM setup, pipelines, calendars, workflows, follow-up sequences and integrations for agencies and service businesses.
Example: a missed-call text-back that creates a contact and an opportunity.
GoHighLevel automationCustom n8n workflows with webhooks, HTTP requests, code steps, error workflows and self-hosting guidance.
Example: nightly sync between a database and a CRM with an exception report.
n8n automationScenarios and Zaps built with filters, routers, formatting and error handling — plus cleanup of automations that have grown messy.
Example: new signed contract → project, folder and invoice draft.
Make & ZapierSpreadsheets & Google Workspace
Many businesses run on spreadsheets for good reasons. We make them faster, safer and automated rather than forcing a replacement.
Triggers, custom menus, sidebars, document and PDF generation, Gmail and Calendar automation, and web apps built on Google Workspace.
Example: a quote generator that fills a Google Docs template and emails the PDF.
Apps Script developmentMacros, UserForms, data consolidation, validation and reporting tools for teams that work in desktop Excel.
Example: one-click monthly consolidation of branch workbooks.
Excel VBA developmentAutomated reports that pull from your CRM, store, spreadsheets or database and update on schedule — built within the Sheets, Apps Script and API services.
Example: a weekly sales dashboard emailed every Monday morning.
Reporting automationCustom development, AI & support
Direct integrations with authentication, field mapping, validation, retries and logging for systems without a ready-made connector.
Example: Square payments → accounting and a reporting sheet.
API integrationsClassification, extraction, summarization and drafting steps added to real workflows with review points and cost controls.
Example: extract fields from emailed purchase orders into a sheet for approval.
AI automationDiagnosis and repair of workflows, scripts and integrations that fail, duplicate records or stop syncing.
Example: a webhook that stopped firing after an app update.
TroubleshootingChoosing a platform
There is no single best tool. This is how we usually think about the choice — the final recommendation depends on your specific workflow.
Fastest to set up and easiest for non-technical teams to maintain. Best for straightforward app-to-app workflows at modest volume; costs rise with task volume.
Visual scenarios with routers, iterators and detailed error handlers. Good for multi-branch logic and data transformation at a lower cost per operation than many alternatives.
Flexible, developer-friendly and self-hostable. Suited to high volume, custom code, private data or workflows that need fine control over logic and hosting.
Best when the process lives inside the CRM itself — lead capture, pipelines, messaging, calendars and follow-up — especially for agencies managing several accounts.
Ideal when the spreadsheet is the system of record, or when you need automation inside Google Workspace or Excel without another subscription.
Right when volume, reliability, security or logic goes beyond what a no-code platform can handle cleanly, or when no connector exists.
Explain the process you want to improve. We will tell you honestly whether it needs automation, which platform fits, and what it would involve.