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Business AutomationBuilt around measurable outcomes

Automate the workthat's capping your growth.

BA transforms individual business functions through focused, tailored automation. It works with your existing software to improve sales, marketing, customer service, finance or IT—reducing manual work and delivering measurable results.

Explore five systems + tailored ↘︎
01Sales02Customer Service03Finance04IT05Marketing
No new platform required

OR5 / Choose the outcome

Five jobs.
One clear result each.

Select a job to understand the outcome, fit and commercial structure. Add any relevant job to My Scope.

01 / Revenue flowDefined automation job

Sales

Capture, qualify and follow every opportunity—from first enquiry to a clean handoff and close.

View what's included

Business Automation / SALES

BA Sales

Keep your pipeline moving.

Connect your CRM and inbox to organize incoming leads, maintain sales records and coordinate follow-up. The service prepares quotes, proposals and suggested next steps using your agreed sales process. You receive a clearer pipeline, regular reporting and drafts ready for review, while routine activity follows the rules agreed at setup.

What's included

  • Lead qualification and scoring against agreed criteria.
  • CRM updates and activity records.
  • Quote and proposal drafts.
  • Scheduled follow-up with existing clients.
  • Upsell and cross-sell suggestions.
  • Sales forecasts and reports based on available pipeline data.
  • Referral reminders and request preparation.

You stay in control

Quotes, proposals and new offers come to you for approval. Routine follow-ups run within agreed rules; requests outside those rules are escalated for your decision.

Who it suits

Businesses that want consistent follow-up and a clearer view of their sales pipeline.

Illustrative example

A lead arrives overnight. Its details are organized in your CRM, scored against your criteria and paired with a suggested next step for review.

Supported CRM and inbox connections, messaging rules and workflow coverage are confirmed before setup.

Ideal fit

Teams losing leads between inboxes, spreadsheets and CRM follow-up.

Works through

Your CRM, email, calendar and proposal tools.

View what's included

Business Automation / CUSTOMER SERVICE

BA Customer Service

Give every enquiry a clear next step.

Connect supported helpdesk, inbox and agreed customer-service channels to organize enquiries and coordinate responses. The service uses your approved knowledge and policies to answer routine questions, track tickets and identify cases needing a person. You receive a more consistent support workflow, with exceptions and sensitive decisions brought to your attention.

What's included

  • Routine enquiry handling across agreed phone, email and chat connections.
  • Complaint triage and escalation.
  • Order and service issue handling within approved policies.
  • FAQ and knowledge-base update preparation.
  • Satisfaction surveys.
  • Support-ticket tracking.
  • After-sales follow-up.
  • Return and refund preparation for approval.

You stay in control

Refunds, returns and exceptions outside approved policies are referred for your decision. Unverified answers are escalated rather than presented as facts.

Who it suits

Businesses that need consistent support as enquiry volumes grow.

Illustrative example

A customer asks about a delayed order. The service checks the connected order record and provides the available status, or routes the case for investigation when information is missing.

Channels, knowledge sources, coverage hours and escalation arrangements are agreed before launch.

View what's included

Business Automation / FINANCE

BA Finance

Keep everyday finance organized.

Connect supported accounting software and financial data sources to coordinate invoicing, payment tracking and routine finance administration. The service prepares records, highlights exceptions and brings payroll, payables and reporting together for review. You receive a clearer financial picture while decisions involving payments or sensitive changes remain within your approval rules.

What's included

  • Invoice preparation and sending under agreed rules.
  • Payment collection workflows through approved payment tools.
  • Cash-flow monitoring and exception flags.
  • Expense tracking and recording.
  • Incoming and outgoing payment records and reconciliation support.
  • Subscription and recurring-charge tracking.
  • Loan-payment tracking.
  • Payroll preparation for approval.
  • Accounts-payable preparation for approval.
  • Tax-deadline reminders.
  • Invoice-tax application using your confirmed configuration.
  • Routine financial reports.

You stay in control

Payroll, payables and sensitive financial actions require approval. Tax settings and accounting judgments require appropriate review; automation does not replace your accountant's professional judgment.

Who it suits

Owners who want coordinated invoicing, collections, expenses and reporting with less repetitive administration.

Illustrative example

Upcoming bills and recorded income indicate a possible cash shortfall. The service flags it so you can review timing and take action.

Available feeds, reconciliation frequency and payment permissions are confirmed during setup.

View what's included

Business Automation / IT

BA IT

Keep routine technology work under control.

Connect supported systems to coordinate maintenance, helpdesk work and everyday IT administration. The service tracks issues, prepares or performs permitted routine actions and flags changes that need review. You receive maintenance visibility and exception reporting, with critical-system changes handled through agreed controls.

What's included

  • Software maintenance and patch coordination.
  • Software-license management.
  • Helpdesk, password and access-request workflows.
  • Backup operation and verification within the agreed scope.
  • Basic cyber-hygiene monitoring.
  • Routine website and hosting maintenance.
  • Connections between supported software tools.

You stay in control

Critical-system changes and sensitive access actions require approval. Routine changes follow agreed maintenance windows, verification and recovery procedures.

Who it suits

Businesses needing structured routine IT support and clearer ownership of recurring technical tasks.

Illustrative example

A relevant patch becomes available. The service identifies affected systems and prepares the update for the agreed testing and approval process.

Supported systems, backup verification depth and maintenance coverage are agreed before launch. This does not automatically include specialist cybersecurity or forensic response.

View what's included

Business Automation / MARKETING

BA Marketing

Turn your marketing plan into consistent activity.

Coordinate content, email, social and advertising workflows through your supported accounts. The service prepares material in your brand voice, organizes your calendar and reports on campaign activity. You review publication and spending decisions, while approved work proceeds within the agreed plan.

What's included

  • Routine website-update preparation and coordination.
  • SEO maintenance and improvement recommendations.
  • Blog and article drafts.
  • Social scheduling and publication after approval.
  • Email campaigns and newsletters for eligible audiences.
  • Paid-campaign management within approved budgets.
  • Routine graphic-design preparation.
  • Market and competitor research.
  • Marketing performance reports.
  • Lead-generation campaign preparation and coordination.

You stay in control

Public material requires approval before publication. Spending follows your approved budget; proposed increases require a new decision. Audience permissions and unsubscribe preferences must be respected.

Who it suits

Businesses seeking a consistent marketing cadence without managing every repetitive step themselves.

Illustrative example

Research identifies a relevant market change. The service drafts a campaign adjustment and supporting content for your review before anything is published.

Channels, content volumes, ad accounts and publishing permissions are agreed at setup. Search rankings and campaign results are not guaranteed.

View what's included

Business Automation / TAILORED AUTOMATION

BA Tailored Automation

Automate a workflow unique to your business.

Describe a repetitive task that does not fit the standard BA services. We assess the workflow, confirm the inputs and decisions it needs, and scope an automation around that specific process. You receive a tested workflow with defined boundaries, exception handling and approval points.

What's included

  • Review of the task and its suitability for automation.
  • Identification of required data, software connections and owners.
  • A defined scope covering included actions and exclusions.
  • Build and testing against the agreed workflow.
  • Approval and exception-handling rules.
  • A quotation based on the confirmed scope.

You stay in control

Sensitive actions and exceptions follow agreed approval rules. Changes beyond the agreed workflow are reviewed before implementation.

Who it suits

Businesses with a specific recurring task that does not fit a standard package.

Illustrative example

A property manager needs maintenance requests matched to suitable contractors. A tailored workflow prepares matches using job type and available information, with exceptions referred for review.

Custom quotation. A request spanning a broader connected operation may be better suited to OR ONE; this is assessed before committing to a build.

Prices are shown in Canadian dollars. API usage, software subscriptions and third-party infrastructure remain the client's responsibility and are not included.

Built around your reality

Your tools stay.
The work moves.

ORAGROL's automation engine works through the systems your business already uses. Your team continues working in its CRM, inbox, helpdesk, accounting and collaboration tools—without being forced onto a new platform.

CRM→Inbox→Operations→Reporting

How it starts

01

Assess

Confirm the job, expected outcome and current tools.

→
02

Design

Map the workflow, controls and measures of success.

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03

Build

Connect and configure the approved automation.

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04

Operate

Monitor, maintain and improve the live job.

Two fees. Two responsibilities.

Built once.
Looked after continuously.

01 / Build Fee

Connect it to how you work.

The one-time fee covers design, configuration, integration, testing and launch within the agreed scope.

02 / Monthly Management

Keep it dependable.

The recurring fee covers monitoring, maintenance and responsible improvement as your operating environment changes.

Your clearest next step

Find where time is being lost and where intelligent automation can create measurable value.

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