CRM Transformation
Enquiry-to-enrolment automation across counselling teams.
Case study coming soonAI-first software, CRM & automation
Intelligent Systems.
Built Around Your Business.
Otomattic designs, builds and implements AI-first software, CRM and enterprise systems that automate work, connect teams and help businesses scale.
Custom SoftwareAI SolutionsCRMERPIntegrations
CRM
Automation
Customer
AI
ERP
Data
From strategy to implementation — one technology partner.
- Custom Software
- AI & Automation
- CRM Implementation
- LeadSquared
- System Integration
- Technology Consulting
- Custom Software
- AI & Automation
- CRM Implementation
- LeadSquared
- System Integration
- Technology Consulting
The problemYour business shouldn't have to
Your business shouldn't have to
work around your software.
Most organisations accumulate tools over time. CRM in one place. ERP somewhere else. Spreadsheets everywhere. Teams manually moving information between systems. Otomattic builds the technology layer that connects it all.
Before
- Disconnected tools
- Manual processes
- Duplicate data
- Slow follow-ups
- Limited visibility
- Repetitive work
OtomatticAfter
Connected systems
Automated workflows
Unified information
AI-assisted teams
Real-time visibility
Scalable operations
Services
Technology capabilities from idea to implementation.
Software, AI, CRM, ERP and integration — delivered by one team, from the first conversation to a system in production.
AI-firstAI shouldn't be another tool.
AI shouldn't be another tool.
It should be part of how work gets done.
Otomattic builds AI directly into business workflows — helping teams find information, make decisions, automate repetitive work and serve customers faster.
Data sources
- CRM
- ERP
- Documents
- Tickets
- Knowledge Base
Otomattic AI layer
- RAG
- LLMs
- Agents
- Business Rules
- Automation
Business outcomes
- Faster Decisions
- Automated Work
- Better Support
- Higher Productivity
- Operational Intelligence
AI Assistants
In-app copilots that help teams draft, look things up and complete tasks without leaving the workflow.
Enterprise Knowledge
Grounded answers from your documents, policies and past cases — retrieval you can trust and cite.
AI Agents
Agents with clear tools and guardrails that carry out multi-step work and hand off to people when needed.
Intelligent Automation
Classification, routing and drafting that removes the repetitive thinking from everyday processes.
Document Intelligence
Extract structured data from forms, PDFs and emails and push it straight into your systems.
AI Analytics
Surface patterns, summaries and next-best actions from operational data — in context, in real time.
LeadSquared Implementation Partner
Make LeadSquared fit your business — not the other way around.
Otomattic helps organisations design, implement and optimise LeadSquared around their sales, admissions and customer acquisition processes.
Capabilities
CRM implementation
Business process consulting
Workflow configuration
Lead lifecycle design
Automation
API integrations
Third-party integrations
Data migration
Dashboards
Reports
Training
Managed support
Delivery process
- 01Discover
- 02Design
- 03Configure
- 04Integrate
- 05Migrate
- 06Test
- 07Train
- 08Go Live
- 09Optimise
Our Product
Custally
by OtomatticAI-first B2B CRM & Customer Success Platform
Custally is Otomattic's own product: an AI-first B2B CRM and customer success platform. It brings the sales pipeline and the post-sale customer journey into a single system, with AI designed into the workflow from the start — not bolted on afterwards.
Built for B2B teams, Custally connects how you win customers with how you keep and grow them, so revenue and customer success work from the same source of truth.
B2B CRM
Accounts, contacts, pipeline and deals in a CRM built around how B2B teams actually sell.
Customer success
Onboarding, customer health and the post-sale lifecycle — so retention and growth are managed, not left to chance.
AI-first
AI built into the workflow to surface what matters, suggest next steps and remove repetitive work.
One system
Sales and success on a single source of truth, with a unified view of every customer relationship.
Industries
Technology shaped by industry context.
We bring domain understanding to each sector — and solve the practical workflows that actually move the business, not generic use cases.
Education
Turn enquiries into enrolments with connected admissions and student workflows.
- Enquiry-to-enrolment automation
- Counsellor allocation & routing
- Applicant nurturing sequences
- Admission workflow management
- Student communication across channels
- Fee & payment integrations
Our approach
From problem to production.
A clear path from understanding the business to a system your teams adopt — and a partnership that keeps improving it afterwards.
- 01
Discover
Understand the business, users, workflows and the underlying problem — before any technology decision.
- 02
Design
Map processes, architecture, integrations and user experience into a solution everyone can align on.
- 03
Build
Develop or configure the technology around the approved solution, in focused, reviewable increments.
- 04
Integrate
Connect CRM, ERP, APIs, communications and the applications you already run into one system.
- 05
Launch
Test, migrate data, train teams and execute a controlled go-live with hands-on support.
- 06
Optimise
Measure adoption, refine workflows and keep automating as the business evolves.
Why Otomattic
Built the way serious systems should be.
No fake metrics or borrowed logos — just a clear way of working that puts your business first and technology second.
Business before software
We start with the process and the business outcome — not the technology. The right build is the one that fits how you actually work.
AI-first thinking
We actively look for the places where AI and automation can remove repetitive work or improve a decision — designed in, not added later.
End-to-end ownership
Consulting, design, development, implementation, integration and optimisation can sit with one team — no hand-off gaps.
Built for adoption
Technology creates value only when people use it. User experience, training and change management are part of implementation.
Technology ecosystem
The platforms and technologies we work with.
We meet your stack where it is — connecting CRMs, clouds, AI models and communication tools into systems that work together.
CRM
- LeadSquared
- Salesforce
- Zoho
- HubSpot
ERP
- Custom ERP
- Operations
- Finance
- Inventory
AI
- OpenAI
- Anthropic
- Gemini
- Open-source LLMs
Cloud
- AWS
- Azure
- Google Cloud
- Vercel
Communication
- Telephony
- SMS
Data
- PostgreSQL
- SQL databases
- Data pipelines
- Warehousing
APIs
- REST APIs
- Webhooks
- Event streams
- Third-party SaaS
Engineering
- React
- Next.js
- Node.js
- Python
Third-party product and company names are trademarks of their respective owners. Their inclusion indicates the technologies Otomattic works with and does not imply any formal partnership unless explicitly stated.
Use cases
What could we automate for you?
A few of the systems we build. Each turns a chain of manual steps into a workflow that runs on its own.
Lead-to-Revenue Automation
Every enquiry captured, scored and routed — then nurtured until it converts, with nothing slipping through.
CaptureScoreAssignNurtureFollow upConvert
AI Customer Support
An AI assistant resolves common questions from your knowledge base and escalates cleanly to a human when it should.
CustomerAI AssistantKnowledgeResolutionHuman escalation
Intelligent CRM
Context and AI recommendations reach the salesperson at the right moment — surfacing the next best action.
LeadContextAI RecommendationSalespersonNext Best Action
Connected Operations
CRM, ERP, payments, communications and analytics working as one system instead of five islands.
CRMERPPaymentsCommunicationsAnalytics
Enterprise Knowledge Assistant
Documents, CRM, policies and historical cases become a single assistant your teams can simply ask.
Documents + CRM + Policies + CasesRAGAnswers
Selected work
Case studies, on the way.
We're an early-stage company building real systems for real businesses. As engagements complete, detailed case studies will appear here.
Workflow Automation
Dealer and service operations connected to ERP and CRM.
Case study coming soonAI Knowledge Assistant
Grounded answers from documents, policies and historical cases.
Case study coming soonHave a business problem technology should solve?
Tell us what you're trying to improve. We'll help you identify the right combination of software, automation, CRM and AI.