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Siftly · AI automation for SMBs

Your tools already talk. Stop making your team translate.

Siftly eliminates the manual handoffs between tools — the copy-paste, re-typing, chasing, and checking that eats your week. We connect your CRM, inbox, spreadsheets, and apps with AI automation, so work flows on its own.

  • 15 minutes, no pitch
  • Built on tools you already use
  • You work directly with the engineer

If work stalls between tools, it’s not a people problem.

Most SMBs don’t need another app. They need the apps they already pay for to stop relying on humans as the integration.

  • Leads sit in an inbox while someone remembers to add them to the CRM
  • Reports get rebuilt by hand every week from the same exports
  • Follow-ups depend on memory, sticky notes, and “did anyone reply?”
  • Data lives in five places, and none of them quite agree

What Siftly builds

Four focused services. Each one removes a manual handoff, saves your team hours, and keeps a human in control where it matters.

01

Lead follow-up automation

Every new lead captured, logged, and followed up in minutes — not when someone gets around to it. No lead quietly goes cold in an inbox again.

  • Instant lead capture from forms, inbox, and ads into your CRM
  • Speed-to-lead email / SMS sequences with human handoff
  • Appointment reminders, no-show follow-ups, and reactivation
  • Pipeline hygiene: duplicates, stale deals, and missed tasks flagged
02

Reporting automation

Reports that build themselves. Data pulled from your tools, cleaned, and delivered on schedule — so Monday’s numbers don’t take Monday to make.

  • Scheduled KPI reports to email, Slack, or Sheets
  • Cross-tool data sync (CRM ↔ accounting ↔ operations)
  • Exception alerts when a number moves out of range
  • Document and spreadsheet generation without copy-paste
03

AI agents & chatbots

Practical AI that answers, qualifies, and routes — trained on your business, with clear escalation to a human. Not a demo. A working member of the workflow.

  • Website and WhatsApp chatbots for FAQs and lead capture
  • Inbox triage: draft replies, categorise, and prioritise
  • Lead qualification agents that book straight to calendar
  • Internal assistants for SOPs, docs, and quick lookups
04

Workflow integrations

The plumbing underneath it all. We connect the tools you already use with n8n, APIs, and webhooks — monitored, documented, and built not to quietly fail.

  • n8n workflow design, build, and documentation
  • API and webhook integrations between your existing tools
  • Error monitoring and alerts when an automation breaks
  • Handover docs so you’re never locked in or guessing

How we work

Small, clear, and paid on results — not endless discovery. You always know what’s being built and why.

  1. Step 01 — Audit

    Map the handoffs

    A free 15-minute audit to find where work stalls between tools and what it’s costing you.

    • Your tools and manual steps, mapped
    • The highest-cost handoff, identified
    • A clear recommendation — build or don’t
  2. Step 02 — Build

    Automate one workflow

    We start with a single, high-impact workflow and get it live in your real tools — then expand.

    • Built on your existing stack
    • Tested with real data, not demos
    • Documented as we go
  3. Step 03 — Support

    Keep it running

    Automations are monitored, so a silent break gets flagged before your team feels it.

    • Error alerts and monitoring
    • Small fixes and improvements
    • No lock-in: docs and access are yours

The integration tax

What are manual handoffs costing you?

Drag the numbers to match your week. Most SMBs pay this tax without ever seeing the invoice.

Integration Tax Calculator

Copying, re-typing, chasing, checking, rebuilding.

6hrs/wk

Per person — follow-ups, data entry, report building.

3people
$/ hour

Salary + overhead, roughly. Works the same in £ or €.

Your integration tax

$2,730per month, leaking quietly

That’s about 18 hours a week spent moving work between tools instead of doing the work itself.

$32,760

Per year

936

Hours / year

0.5

Full-time hires

Get this number back

Estimate only — your audit maps the real number from your workflows.

Video testimonials

Don't take our word for it.
Hear it from clients.

Real teams, in their own words, on what changed once the manual handoffs between their tools were gone.

Unscripted and unedited. Recorded by clients after their automations went live.
Get results like these

A solo engineer.
No handoffs.

Siftly is run by a solo AI automation engineer who works directly with SMBs. When you book a call, you speak to the person who will map, build, and support your automation — not a salesperson, not an account manager.

That matters in this work. Most automation fails not because the tool was wrong, but because the detail got lost between the person who sold it and the person who built it. Here, there is no “between.”

The focus is narrow on purpose: home services, B2B services, SaaS, and professional services teams who already have the tools — and feel the friction between them every day.

Talk through your workflow
  • Built on tools you already use

    No rip-and-replace. We connect your CRM, inbox, and apps first — new software only if it earns its place.

  • Built not to quietly fail

    Monitoring and error alerts are part of the build, so a broken automation gets flagged — not discovered weeks later.

  • Documented and yours

    Every workflow is documented and handed over. You own the system, the access, and the understanding.

A good fit if you…

  • Already use a CRM, inbox, and spreadsheets daily
  • Lose hours to follow-ups, data entry, or reports
  • Want one workflow fixed properly, then expand

Not the right fit if you…

  • Need a large agency or a full-time hire
  • Want automation with no human oversight at all
  • Are looking for a tool demo, not an outcome
Do I need to change my existing tools?

No. Siftly builds on top of the CRM, inbox, spreadsheets, and apps you already pay for. New software is only recommended if it clearly earns its place.

What happens on the free audit call?

We spend 15 minutes mapping where work moves between your tools by hand, identify the costliest handoff, and tell you plainly whether automating it will pay for itself.

Will an AI agent replace my team’s judgement?

No. Automations handle the repetitive moving of data. Anything that needs a decision is escalated to a human with the context already attached.

What if an automation breaks?

Monitoring and error alerts are built in from day one, so breaks are flagged immediately and fixed — not discovered weeks later by a confused customer.

Find your costliest handoff. Fix it first.

Book a free 15-minute automation audit. We’ll map your manual handoffs, name the one costing you most, and tell you plainly whether automation will pay for itself.

Free automation audit

15 minutes.
No pitch.

A working conversation about your tools and workflows — with the engineer who would build the fix.

Book your free audit →

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