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Ditch the Chaos. Automate the Workflow.

Scale With Confidence.

Ascendrix helps growing businesses escape manual admin, disconnected tools, and inefficiencies by designing and implementing the right systems, workflows, and automation strategy to scale with structure.

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Systems, Automation & Enablement

Why Systems & Automation Are Non-Negotiable.


If you're relying on spreadsheets, chasing team updates across apps, or manually repeating tasks, you’re burning time, money, and energy.

At Ascendrix, we build fit-for-purpose systems and automations that support your growth, not slow it down.

100+ people trusting Ascendrix

You can’t scale a business with sticky notes and manual follow-ups.

The Problem

When Your Systems Hold You Back

  • Duplicated data entry across platforms

  • Missed leads, delayed onboarding, or lost client notes

  • Team confusion around tasks, responsibilities, or due dates

  • Multiple tools, no integration, no source of truth

  • No visibility into performance, cost, or progress

The Aspiration

Imagine Your Business Running Smoothly, Not Manually.

  • One platform tells you what’s done, what’s due, and who’s responsible

  • Intake forms instantly generate client plans, tasks, and folders

  • Dashboards track project, sales, or compliance performance in real-time

  • Your tools speak to each other. CRM, finance, HR, and docs

  • You focus on leadership, not low-value admin.

What We Deliver

What’s Inside the

Systems, Automation & Enablement

Package.

CRM Setup

CRM & Operations Tool Setup

  • Platform selection (ClickUp, Notion, Airtable, Zoho, etc.)
  • Workspace buildout, pipeline design, tagging & automation
Bid Tracker

Procurement & Bid Tracker Setup

  • Track tenders, deadlines, supplier docs, grant libraries
KPI Tracking

Spend Dashboards & KPI Tracking

  • Real-time dashboards using Data Studio, Power BI, or Airtable
Workflow Automation

Workflow Automation Design

  • Forms → Docs → Storage → Notifications
  • Google Forms + Autocrat + Make + Gmail + Drive logic flows
Tool Advisory

Tool Advisory & Stack Design

  • Audit existing tools, recommend upgrades, map ideal stack
Integration

System Integration & Light Implementation

  • Connect CRMs, finance, HR, or ops tools (Zapier, Make, native API)
Roadmapping

Digital Roadmapping & BI Planning

  • Define ERP/CRM/LMS/BI future state with cost, vendor shortlist, and rollout plans
Audits

Internal/External Audits

  • Findings reports, priority tracking, coaching and monthly reviews
Data Viz

Dashboards & Data Visualisation

  • Track P&L, project timelines, service delivery, compliance gaps
  • Auto-refreshing, permission-controlled dashboards

Who It’s For

Built for Teams Who…

Have outgrown spreadsheets or want to consolidate tools

Need CRM, HR, or workflow systems that actually work together

Are drowning in manual processes, checklists, or task juggling

Want automation but don’t know where to start

Require real-time reporting across service lines or cost centres

Are strengthening their business for long-term growth and resilience

Our Process

How We Work With You.

Audit & Assess

Review your current tools, pain points, and goals

Design &Build

System/workflow setup, automation rules, dashboard wireframes

Train & Enable

Team walkthroughs, SOPs, support, and automation testing

Services Benefits

Results You Can Expect.

  • Admin reduced by 30–70% through automation

  • Tasks, forms, and client records no longer fall through cracks

  • More mental space for strategy and leadership

  • Real-time visibility into metrics that matter

  • A tech stack designed to scale with you, not slow you down.

Services Benefits

Get the Strategy Behind Systems Automations and Enablement

Download our Strategy & Growth Planning brochure to see how Ascendrix helps businesses move from complexity to clarity with roadmaps, systems, and tools built to scale

You’ve Built the Vision. Let’s Build the Structure.

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What Do Our Client Says

About Us?

It wasn’t just a strategy session, it changed how we run the entire business.

Founder Consulting Firm

The team went above and beyond. I’m genuinely impressed with the quality and speed. Highly recommend them!

Lena Hart Creative Director

Their designs are sleek, smart, and deliver results. Great experience from start to finish!

James Fields CEO

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