Prime Automation™

Turn Your Business Into An AI-Powered Company That Works 24/7

Prime Automation™ combines AI Agents, CRM Automation and Workflow Automation to automate your business from first enquiry to repeat customer.

AI agents

Ten specialists that never clock off

Each agent owns one part of the customer journey and hands over cleanly to the next.

AI Receptionist

Answers every call and message in seconds, day or night, and captures the details your team needs.

AI Sales Assistant

Qualifies enquiries, follows up automatically and keeps every opportunity moving through the pipeline.

AI Scheduling Assistant

Fills the diary with the right team member at the right site, factoring in travel time and skills.

AI Customer Success Assistant

Checks in after every job, spots unhappy clients early and keeps satisfaction high.

AI Billing Assistant

Raises invoices, chases payment politely and reconciles what has landed in the bank.

AI Review Agent

Asks happy customers for a review at the perfect moment and routes complaints to a human.

AI Operations Assistant

Watches jobs in real time, flags no-shows and reallocates work before the client notices.

AI Compliance Assistant

Tracks DBS checks, insurance and certificates, and warns you before anything expires.

AI Analytics Assistant

Turns your operational data into plain-English answers about margin, workload and growth.

AI Reactivation Assistant

Spots dormant clients and brings them back with a timed, personalised sequence.

Prime Automation™ · Optional add-on

Turn your business into an AI-powered business that works 24/7

Prime Automation combines AI, CRM and workflow automation to automate your entire customer lifecycle — from the first enquiry to repeat business. Designed for service businesses in the UK, France and Poland.

Business on Autopilot

Save 15+ hours every weekIncrease quote conversionReduce unpaid invoicesGenerate more Google ReviewsIncrease repeat customers

Sales & CRM Automation

  • AI Receptionist
  • CRM Configuration
  • Lead Qualification
  • Sales Pipeline
  • Automatic Follow-up
  • AI Quote Generation
  • Appointment Scheduling

Operations & Retention Automation

  • Job Scheduling Automation
  • Customer Notifications
  • Invoice Automation
  • Payment Reminder Automation
  • Review Requests
  • Referral Campaigns
  • Customer Reactivation
  • Monthly Automation Health Check

Automation packages

Choose the level of help you need to get automated.

DIY Automation
Self-serve setup using built-in templates and guides.
Included
Guided Setup
A specialist configures your automations with you.
£599
one-off
Done-For-You Automation
We design, build and run the whole automation stack.
£1,500–£5,000
one-off

Available for Growth, Professional and Enterprise plans.

Modular by design

Automation Modules

Start with one module or automate the whole lifecycle.

AI Sales Automation

  • Lead Capture
  • CRM
  • Pipeline
  • Follow-ups
  • Quotes

Customer Experience Automation

  • Appointment reminders
  • Review requests
  • Referral campaigns
  • Customer reactivation

Operations Automation

  • Job scheduling
  • Crew assignment
  • GPS workflow
  • Digital checklists

Finance Automation

  • Invoices
  • Payment reminders
  • Recurring billing
  • Accounting exports

WhatsApp Automation

  • WhatsApp enquiries
  • Lead qualification
  • Booking
  • Notifications

Enterprise Automation

  • API workflows
  • Custom integrations
  • ERP
  • Power BI
FAQ

Automation questions, answered

DIY is live the same day. Guided Setup typically takes 1–2 weeks. Done-For-You takes 3–6 weeks depending on complexity.

It integrates natively with your built-in CRM, scheduling and invoicing, plus WhatsApp, Google Business Profile reviews, and calendar/booking tools. Custom integrations are available on the Done-For-You tier.

No — with Guided Setup and Done-For-You a specialist configures everything with you. DIY is self-serve using built-in templates and guides, for teams comfortable doing their own setup.

A monthly review of your automation performance — response times, conversion rates, and follow-up effectiveness — with adjustments recommended by the team.

Yes, at any time. You only pay the difference for the higher tier, and nothing you have already configured is lost.

How much can automation save?

Average results reported by automated service operators.

0+
Hours saved every week
0%
Less admin work
0%
Higher quote conversion
0%
Faster payments
0%
More repeat customers
How deployment works

From order to live, without custom code

No custom coding. Everything deployed from reusable templates.

  1. 1. Customer order
  2. 2. Deployment blueprint
  3. 3. Configuration engine
  4. 4. Workflow installation
  5. 5. AI configuration
  6. 6. Validation
  7. 7. Health check
  8. 8. Live

This diagram explains how the platform works in general — it is not a live status view of any account.

Template library

Workflow Template Library

Every automation ships as a reusable template — switch one on and it deploys without a line of code.

CRM Automation
Lead Automation
Invoice Automation
Review Automation
Payment Reminder
Referral Automation
Reactivation
WhatsApp
Email
Scheduling
GPS
Customer Portal
AI Receptionist
Quote Automation
No-code deployment
Deployment wizard

Five steps from package to production

Here is what an internal deployment looks like from the inside.

CustomerABC Services
PackageDone For You
Modules
  • CRM
  • Quotes
  • Invoices
  • AI Receptionist
  • Review Automation
  • WhatsApp

Preview only — full deployment happens inside your Prime Automation workspace.

AI Deployment Assistant

Answer a few questions. The AI configures the rest.

Instead of filling in dozens of settings, an administrator answers a short interview and the assistant maps those answers onto the right workflows, templates and message tone.

1Business name
2Opening hours
3Services offered
4Pricing
5Languages
6Locations
7Team size
8Communication channels

Illustrative — the real interview runs during onboarding.

Validation engine
Roadmap

What full validation will look like once every integration is live

The plan: every integration tested end to end before a deployment can be marked live.

  • StripePassed
  • SMTPPassed
  • CalendarPassed
  • WhatsAppPassed
  • OpenAIPassed
  • MapsPassed
  • DNSPassed
  • SSLPassed

Roadmap — these integrations are not yet connected in this environment.

AI root cause analysis
Roadmap

Where we're headed: diagnosis, not just alerts

Google Calendar authentication
Issue
Google Calendar authentication
Root cause
Expired OAuth token
Risk
Medium
Suggested fix
Reconnect Calendar
Estimated time
90 seconds
Auto repair available
Yes

Roadmap — AI root-cause diagnosis is not yet live.

Self-healing
Roadmap

Where we're headed: it fixes itself first, and only then asks for you

Once live, Prime Automation will retry automatically where possible, and only alert an admin if recovery fails.

Error detected
Automatic retry
Recovered — or escalated to a human
Monitoring
Roadmap

One dashboard for every deployment

98%
Deployment health
96%
Automation health
12.4k
AI usage
99.1%
Workflow success
3
Errors
100%
Recovery
1.2s
Performance

Roadmap preview — example figures, not live data.

Automation marketplace

Add automations the way you add apps

One-click installs for the automations you want next.

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ROI

See what automation is worth to you

Calculate hours saved, money saved, labour reduction, response improvement, and revenue increase.

Calculate My ROI
Industries

Built for cleaning first, designed for any service business

Prime Automation is industry-agnostic. Prime Clean Ops is only the first implementation.

CleaningLive
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FacilitiesPlanned
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Property ManagementPlanned
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SecurityPlanned
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HealthcarePlanned
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HospitalityPlanned
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RetailPlanned
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Field ServicesPlanned
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LandscapingPlanned
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HVACPlanned
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ElectricalPlanned
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ConstructionPlanned
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