Lead & contact routing
Auto-route incoming leads to the right rep based on size, source, location. Sync to your CRM with enrichment.
We design and build process automations for Bronx-area companies — healthcare, education, logistics and small business. Local SEO, Google Business Profile, AI search-ready, and a free preview within 5 business days.
Auto-route incoming leads to the right rep based on size, source, location. Sync to your CRM with enrichment.
Use LLMs to triage emails, summarize calls, draft proposals, extract data from documents.
Generate invoices, contracts, reports from templates. Auto-send for signature. File in the right folders.
New customer signs up → Slack alert, welcome email, calendar invite, account provisioning, task created. All hands-free.
Connect tools that don't talk to each other natively. We build the missing pipes.
Daily/weekly reports auto-emailed to your inbox. KPI dashboards refreshed in real-time.
Can't find what you need? Email shaun@phantomconsulting.net.
Yes — business automation is a core service for our Bronx clients. We work remotely with weekly video check-ins, and travel into Bronx County, New York for kickoffs and launches.
You get a free preview within 5 business days of our discovery call. Full business automation engagements typically launch in 3–8 weeks depending on scope.
Yes — every site we ship for Bronx clients comes with local schema, Google Business Profile setup guidance, service-area pages and llms.txt for AI search (ChatGPT, Perplexity, Gemini, Google AI Overviews).
Anything with an API: HubSpot, Salesforce, Stripe, QuickBooks, Slack, Notion, Airtable, Google Workspace, Microsoft 365, and 1000+ more. If it doesn't have an API, we can often build a bridge.
Simple automations start at $1,200. Multi-step workflows with custom logic typically run $3,500–$8,000. Complex integrations with monitoring & retry logic: $10,000+.
Free 30-minute call. We'll audit your current Bronx presence and outline a 60–90 day plan.
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