The price depends on the process, not the entire company
There's no single price for "automating a company." There's a price for a specific step: a form on the website, a notification to the sales representative, a report at the end of the week. Each of these steps solves a different problem, so the cost of each depends on something different.
An inquiry turns into a task: form → CRM → notification → report
The client fills out a form on the website. The data goes directly into CRM, without retyping. The system sends a notification to the sales representative via Messenger or WhatsApp. At the end of the week, the owner receives a report: how many inquiries, how many responses, how many meetings scheduled.
- Channel
- Came from
- Routing
- Owner Selection Rule
- Notification
- Who and what is warned
- Date
- Counted by system
- Report
- What goes to summary
- New
- Ongoing
- Closed
This isn't one tool, but a chain of events where each step triggers the next. If someone manually transfers data from the form to a spreadsheet, that chain is broken and nobody has control over what happens to the inquiry along the way. The report at the end of the week allows you to make a decision about the next step based on data, not the owner's memory.
The form itself and its connection to CRM are two different pieces of work, even though on screen they look like one. Inquiry automation starts where manual data transfer between systems ends.
Who implements it and with what tools — roles and systems by name
The receptionist no longer has to manually enter reservations into two systems at once. The accountant doesn't log separately into KSeF to check if an invoice reached the client. The sales representative gets a task in CRM instead of searching for messages in an overflowing inbox.
- Form
- Phone
- Messenger
- CRM
- Notification
- Report
- Maintenance
Underneath, n8n or Make are typically used — tools that connect CRM, calendar, and messenger into one chain of events. Google Calendar is added for appointments, and on the invoicing side — Comarch Optima, enova365, or wFirma. The manager manages the sequence of tasks in CRM, not in their head.
Someone in the company must own this process, usually the manager or the company owner themselves. Automation without one person responsible for CRM automation starts breaking after the first change in the system, because nobody monitors whether data continues to flow correctly.
What the cost of process automation actually depends on
The first factor is the length of the chain. A form that only records an inquiry is different work from a form after which the inquiry lands in the CRM by itself, gets an owner and a response deadline. To the client it is the same screen; underneath it is an entirely different scope.
The second factor is the difference between what is switched on once and what runs every day. An implementation has an end. AI lead qualification, a reminder to a client who hasn't responded, automatic messages sent after an event in the system — that work continues, and somebody has to keep an eye on it. It counts differently from a one-time launch.
The third factor is the state of what you already have. Integration with a messenger or with email, a quote calculator, an admin panel to manage all of this, a dashboard with reports — each of them looks different in a company with tidy data than in one where the same client appears in three places under three names. Half the work is often not building something new but putting in order what is already there.
That is why there is no table of prices here to add up. AURA is one system, and the elements listed above are its parts — the configuration is chosen after a conversation about the company and about how its processes actually run. We start with the part that costs you most today; the rest waits.
What increases the price and what lowers it
The price increases when you need to connect a system without a ready-made API — an older version of Subiekt or a spreadsheet that has functioned as a database for years. It also increases when the process has many branches: one scenario for business clients, another for individual clients.
The price decreases when the process is linear and the systems already have ready-made integrations, for example BaseLinker with Allegro. It also decreases when you start with one process instead of the entire company at once — smaller scope, shorter implementation time.
If the automation processes clients' personal data, GDPR compliance is added. The method of storing consent and contact history must be designed from the start, not added after implementation.
When implementing automation is a bad idea
Automation doesn't make sense when the process happens rarely, for example once a quarter with two clients. The implementation and maintenance cost will then exceed the time you actually save.
It's also a bad idea when the process in the company hasn't yet settled into a single way of working — when each sales representative does it their own way and nobody has decided what the correct version should look like. Automation solidifies the process as it is, so the process has to be settled and clear first.
At the same time, we don't promise specific time savings or return on investment in a specific timeframe — it depends on the number of inquiries actually coming into your company. What we do guarantee is a clear scope of work and one person responsible for maintaining the system after implementation.
What breaks when automation runs without supervision
The most common mistake is a change in one system that nobody told the other side of the chain about. Someone changes a field name in CRM, but the form sends data under the old name — inquiries come in, but nobody sees them.
An integration failure usually doesn't look like a failure. The website works, CRM works, only the data between them has stopped flowing — the symptom is silence, not an error message. That's why the process needs an owner, someone who once a week checks the number of inquiries in the reporting panel and compares it with what actually came into the mailbox.
Who is responsible for this should be clear before the process launches, not only after a failure. With us, it's the consultant who implemented the process — they are responsible for maintenance after launch, not just for the one-time setup.
Frequently asked questions
How much does automating one process cost, for example inquiry handling?
It depends on which part you're automating. The form, the CRM connection, and inquiry automation are three different scopes of work, even though to the client they look like one move. What exactly has to happen is settled before the quote, not after it.
Does automation pay for itself?
It pays for itself when the process repeats frequently and a mistake in it costs more than the implementation itself, for example a lost client inquiry. We don't promise a specific return timeline because it depends on the number of inquiries in your company, not the tool itself.
What tools are needed to start?
Usually CRM where data goes and one messenger for notifications, WhatsApp or Messenger. n8n or Make are used to connect systems, and reports go to a dashboard or admin panel.
Do I need to replace the accounting system to get started?
No. Automation usually connects to the system you already have, for example Comarch Optima, enova365, or wFirma, through integration, not replacement. Replacing the accounting system is a separate, much more expensive decision, unrelated to sales process automation.
Let's talk about which process in your company is most profitable to automate first.