LocalPixel

Workflow automation / Vancouver

Keep the next
step moving.

We connect lead routing, CRM follow-up, proposals, approvals, client onboarding, and reporting across the tools your team already uses.

LocalPixel builds workflow automation for professional-services teams in Vancouver and across BC, with clear rules for routine work and a person responsible when something needs attention.

Map a workflow

CRM follow-up automation

From enquiry to follow-up.

Give every qualified enquiry an owner, a complete record, and a visible next action.

Example workflow cards showing a new enquiry, a record check and owner assignment, then a queued follow-up.

  1. New enquiry

    Capture contact and service details.

  2. Check & route

    Check the record and assign the right owner.

  3. Follow-up

    Create the next task and notify the team.

When the rules cannot resolve it

Missing details or an unclear owner? Pause for a person to review.

Beyond the first response

The same care at
the next handoff.

Proposal approval concept showing a prepared draft and pricing review assigned to an accountable person.

Proposal workflow and approvals

Assemble approved content, prepare a draft, route pricing and commitments to the right reviewer, then record the outcome in the CRM. Keep the proposal's status visible without relying on another reminder email.

Delivery handoff concept showing approved information and a recipient who is responsible for the next task.

Client onboarding and reporting

Move approved scope, contacts, dates, and commitments into onboarding tasks and reporting views. Surface missing information or failed steps so someone can resolve them.

AI can help extract, summarise or draft within a defined step. It does not replace the person accountable for consequential decisions.

Work with what you have

Built around your systems.
Accountable to your team.

We have experience with Microsoft Dynamics, Salesforce, Make, Zapier, n8n and Airtable.

We check integration access, data quality and maintenance needs before confirming the build.

  • Dynamics
  • Salesforce
  • Make
  • Zapier
  • n8n
  • Airtable

The agreed scope covers the workflow map, testing, exception ownership and handover. Monitoring and ongoing support are defined for the engagement.

Measure the work, not the hype

Choose a baseline before judging the improvement.

  • Time to assign and respond
  • Completeness of CRM records
  • Consistency of follow-up
  • Proposal and approval turnaround

Agree on what to measure before the workflow changes.

Start with one handoff

Show us where
the work gets stuck.

Bring one recurring handoff and the tools involved. We can map it, check the constraints and define a useful first build—or recommend a simpler change.

Map a workflow

Want to outline the process first?

Try the Workflow Builder