What we automate.

Lead capture and follow-up

Every lead, answered.

Enquiries from your website, WhatsApp and email land in one place. Keystone replies in minutes, qualifies the lead and books the meeting, so nothing slips through on a busy day.

Incoming leads are organised as they arrive, relevant details are captured and follow-ups go out on your chosen schedule, so opportunities are far less likely to be forgotten.

ExampleA new enquiry is recorded, assigned to the right person and followed up according to your process.

• Replies in minutes, not days
• Leads scored and routed to the right person
• Meetings booked straight into your calendar

Invoicing and admin

Admin that runs itself.

Quotes become invoices. Invoices get sent, chased and reconciled. Repetitive data entry, document processing and record updates run on their own, and information moves between your existing tools without anyone copying it from one place to another.

Invoice details are extracted and a draft is prepared, but the responsible person always approves it before it goes out — accuracy on money stays with your team.

ExampleAn invoice is drafted automatically and waits for one approval before it is sent. Payment reminders go out on their own and outstanding accounts stay visible.

• A person approves every invoice before it goes out
• Polite, automatic payment reminders
• Clean records in your accounting software

Customer support triage

Support, sorted.

Incoming requests are read, tagged and routed by urgency. Common questions get a clear answer straight away. Your team handles what actually needs a person.

• Instant answers to common questions
• Urgent issues flagged first
• A calmer inbox for your team

Reporting and dashboards

Numbers you can trust.

Keystone pulls data from your tools into one live dashboard and a weekly summary in plain English. No more Monday spreadsheets.

We connect compatible applications, cut out duplicated work and bring the important operational information together, so your team has a clearer picture of what's actually happening.

ExampleInformation from your approved sources is consolidated into one report, instead of being compiled by hand every week.

• One source of truth across systems
• Weekly reports written and sent automatically
• Alerts when something needs attention

Custom AI workflows

Built for your business.

Some work doesn't fit a template. We design AI workflows around the way your organisation actually operates: documents, approvals, handovers, whatever repeats.

That includes document creation, renewal reminders, inspection schedules and record keeping — built around your requirements, with checks and human review wherever they matter.

ExampleAn upcoming inspection triggers a reminder, the required documents are assembled and completion is tracked to the end.

• Designed around your process, not ours
• Works with the tools you already pay for
• Owned by you, documented in full