Stop Losing Sales to Work You Could Be Automating.
PlanAndRaise Automations uses AI agents and workflow automation to turn missed follow-ups and slow replies into more sales — without adding headcount.
How much time are you losing?
Every Hour Spent Copying and Pasting Is an Hour Not Spent Selling.
These are the tasks we hear about most. Tap the ones that sound like your week.
If a task happens repeatedly, there's a good chance we can automate it.
What we automate
Every Sales and Customer Workflow, Handled.
Seven places where connecting your apps and adding a little judgement saves the most time.
Lead Management
Capture, qualify, enrich and route leads automatically.
Sales Automation
Automate follow-ups, CRM updates, proposals and notifications.
Customer Support
Use AI agents to answer questions, classify requests and route conversations.
Marketing Automation
Automate content workflows, campaigns, lead nurturing and reporting.
Operations
Connect internal systems and eliminate repetitive administrative work.
Finance
Automate invoices, reports, data entry and financial workflows.
AI Agents
Agents that understand information, make decisions and take actions across connected apps.
Your apps · connected
We Connect the Tools Your Business Already Uses.
You don't need to replace your existing software. We connect it and make it work together.
GmailRead, send and organize emails
Google SheetsRead and write dataSlackGet team updates and act
HubSpotTrack deals and contacts
SalesforceManage your customer data
ShopifyManage your store
NotionOrganize notes and docsAI Growth Layer
Reads, decides, routes and acts between every connected app.
Always on
AirtableManage structured data
CalendlyBook and schedule
QuickBooksTrack finances
WhatsAppSend and receive messages
Microsoft TeamsCollaborate with your team
Google DriveStore and share files
StripeHandle paymentsFrom manual to automated
Seven Manual Steps Becomes One Workflow That Wins You Customers.
- 1Customer submits form
- 2AI automation runs
- 3Lead qualified
- 4CRM updated
- 5Personalized email sent
- 6Sales team notified
- 7Everything logged automatically
AI agents
AI That Doesn't Just Talk. It Wins You Customers.
We don't just add AI to your business. We connect AI to the systems where work actually happens.
- Read emails
- Understand documents
- Analyze customer requests
- Make decisions based on business rules
- Search databases
- Update CRM records
- Send emails
- Create reports
- Call APIs
- Trigger workflows
- Notify employees
- Hand tasks to humans when necessary
Automation detail
This Is What We Actually Build.
Step through a real workflow: a trigger, AI processing, a decision, an action and a notification.
- 1
- 2
- 3
- 4
- 5
New Gmail email
A message arrives in the shared inbox.
GmailSearch- Inbox
- Starred
- Snoozed
- Sent
- Drafts
Real-time and reliable
We monitor your inbox around the clock and start the workflow the moment a new email arrives.
How it works
Four Steps From First Conversation to More Customers.
Discover
We identify where you're losing sales and customers to slow or manual processes.
Design
We map your sales and customer journey and determine where AI and automation can win you the most business.
Build
We connect your apps and build the automation, integrations and AI agents that turn that plan into more customers.
Optimize
We monitor results and keep improving what's actually driving growth.
Growth ROI
How Much Growth Are You Leaving on the Table?
Dial in the details of one manual task and see the time and money you could be reinvesting in growth instead.
Estimates are illustrative and depend on your actual workflow and labor costs.
Real business examples
Workflows We Build, End to End.
Illustrative examples of the automations businesses ask us for most. Select a workflow to see it in action.
- 1
- 2
- 3
- 4
Lead Follow-Up Automation
Automatically nurture your leads and never miss an opportunity.
- 1Website lead
- 2AI qualification
- 3CRM record created
- 4Personalized email sent
- 5Sales notified
Potential result: hours saved every week on lead handling.
Lead Follow-Up Automation
Automatically nurture your leads and never miss an opportunity.
- 1Website lead
- 2AI qualification
- 3CRM record created
- 4Personalized email sent
- 5Sales notified
Potential result: hours saved every week on lead handling.
Customer Support Agent
Answer, classify and escalate customer conversations automatically.
- 1Customer message
- 2AI understands the request
- 3Searches the knowledge base
- 4Responds
- 5Escalates complex issues
Potential result: faster first response, fewer repetitive replies.
Reporting Automation
Turn scattered data into a finished report, on a schedule.
- 1Data from multiple systems
- 2AI processes the information
- 3Report generated
- 4Report sent to management
Potential result: recurring reports without manual assembly.
E-commerce Automation
Handle order admin end to end, without touching a spreadsheet.
- 1New order
- 2Inventory updated
- 3Customer notified
- 4Fulfillment workflow triggered
- 5Accounting updated
Potential result: order admin handled end to end.
Industries
Growth Opportunities Exist in Almost Every Industry.
We start from your workflow, not from an industry template.
- E-commerce
- Real Estate
- Agencies
- Professional Services
- Logistics
- Healthcare Administration
- SaaS
- Financial Services
- Construction
- Consulting
Why PlanAndRaise
Practical Growth, Built to Last.
Save Time
Follow up on every lead before a competitor does.
Reduce Manual Work
Stop losing deals to delays and dropped follow-ups.
Work With Your Existing Tools
No need to replace your CRM or software stack to start winning more customers.
Add AI Where It Matters
Use AI exactly where judgment calls decide whether a deal closes.
Built Around Your Business
Every system is designed around how your business actually wins customers.
Trust
Built Around How You Grow, Not a One-Size-Fits-All Template.
Custom workflows
Built around how your team actually works, not a template.
Secure integrations
Scoped credentials and least-privilege access to your systems.
Human approval when needed
Sensitive steps pause for a person before anything is sent.
Error handling
Failures retry, alert and never silently disappear.
Monitoring
Every run is logged so you can see what happened and when.
Scalable architecture
Workflows grow with volume instead of being rebuilt.
Testimonials · placeholder
Client quotes will appear here once we have permission to publish them. We don't publish invented testimonials, logos or statistics.
Tell Us How You Sell Today. We'll Show You How to Sell More.
You don't need to know which tools, APIs or AI models to use. Just tell us how you sell and support customers today. We'll show you where AI and automation can win you more of both.
Automation audit
Find Your Automation Opportunities
Tell us what your team does today and we'll come back with the specific tasks worth automating first.