When the work between your tools keeps falling back on people.
Keystone finds the handoffs your team still carries by memory, copying and chasing. We connect the systems, automate the repeatable steps and keep people in charge of the decisions that need judgement.
Start with one process. We will tell you what is worth changing, what should stay with your team and whether a smaller fix would do the job.
- Enquiries
- CRM
- Follow-up
- Approvals
- Documents
- Reporting
Choose the situation that feels familiar.
Tell us what your team is trying to get done. We can choose the technical approach after the work itself makes sense.
Enquiries reach you, then lose momentum
Connect the form, inbox and CRM so the right person receives the details and knows the next step.
The same information is copied between systems
Move agreed information between the tools your team already uses and surface anything that needs review.
A repeated task depends on one person remembering it
Map the task, automate the dependable steps and give the owner a useful view of what needs attention.
Customers ask the same questions before somebody can help
Use approved business information to answer routine questions and hand uncertain or sensitive requests to your team.
An automation works until it suddenly does not
Trace what failed, contain the impact and repair the workflow with a test for the problem that caused it.
One enquiry handoff, exercised from start to finish.
Keystone used labelled sample data in an authorised HubSpot portal to create the required records and associations, check the saved details and replay the same enquiry without creating duplicates. This demonstrates the path shown here; it does not claim a customer result.
- Map the current work
Enquiry context is copied by hand and the next action depends on someone noticing it.
- Connect the handoffs
Form → validate → identify → CRM projection → provider read-back → human review
- Apply the agreed rule
No customer-facing message or booking occurs without the agreed human review rule.
- Route exceptions
Repeated submissions or uncertain provider responses create duplicate CRM records.
- Confirm the next owner
A structured enquiry reaches the CRM with a named human owner, visible next action and traceable provider state.
Begin with the awkward bit, then build the smallest useful system.
Technical detail appears when it helps you make a decision. The first conversation stays with the work, the people involved and the change you want to see.
See how a project works →- 01
Bring the awkward process
Show us what happens today, including the workarounds people have learned to live with.
- 02
Choose the useful change
We map the handoff, decide what can be dependable and leave judgement with the right person.
- 03
Build and exercise the path
The important route is tested with expected inputs, duplicates, failures and recovery.
- 04
Hand over something your team can run
You receive the agreed workflow, operating notes and a route for anything that needs attention.
Improve a workflow, connect your tools or add AI to a defined job.
Show us the process your team keeps having to rescue.
Bring the form, spreadsheet, inbox, CRM or repeated task. We will help you work out the smallest useful change and whether Keystone is the right fit to build it.
Start a conversation