We connect the software you already use, automate repetitive work, and help you stop losing customers between systems.
Phone system, CRM, scheduling, email, spreadsheets — most small businesses already have the tools. They just don’t talk to each other. We make them.
Start with a fixed-scope project.
| Offer | What you get | Launch price |
|---|---|---|
| Lead Capture Essentials | Missed-call notifications and lead capture; CRM integration (HubSpot or Google Sheets); lead tracking and basic reporting; testing and handover; customer-owned accounts. | $1,250 |
| Contractor Automation Pro | Everything in Essentials plus native CRM integration (Jobber / GoHighLevel where supported), an approved opt-in follow-up workflow, lead status sync, weekly performance report, staff handover. | $1,750 |
| Managed Automation Support | Monitoring, failure alerts, minor fixes within a monthly allowance, monthly workflow health report. Optional, month to month. | $129 / month |
| Scoped repairs | One defined fix — a phone system, texting, CRM sync, a broken workflow — tested and documented. | $300–500 |
| Reporting automation | Your data sources → your existing spreadsheet or report → validated → a short AI-written weekly analysis that cites the numbers. | from $1,500 |
| Custom AI & CRM integrations | Multi-step workflows, AI agents with human approval points, custom API integrations. Discovery first; milestones; you own the result. | quoted |
Launch prices: fixed scope, quoted in writing before work starts. Third-party usage (phone, SMS, hosting, ad spend) is paid by you at cost. Larger projects are quoted after a discovery conversation.
Reliability is the product.
Nothing gets lost
Every event is recorded before it’s processed. If your CRM is down, the lead waits and is finished later — never dropped, never duplicated.
Consent built in
Follow-ups only after a customer opts in. STOP always wins. Your approval before any message goes out.
Tested like it’s live
We inject failures and restarts before you rely on it. Our own demonstration workflow, run on synthetic data, passed all 8 acceptance checks, including simulated outages it recovered from.
You own it
Your accounts, your numbers, your CRM, your workflow files. Our access is revocable; the documentation is yours.
Platforms we work in today: n8n, Zapier, Make, HubSpot, Google Workspace & Sheets, Twilio/Telnyx, Dialpad. Platform-specific claims are added only after we’ve delivered on them.
What we’re responsible for — and what we’re not.
Automations run on services you own: your phone system, your CRM, your AI provider, your internet connection. Here is where the line sits. The full version is in our Service Terms & Limitations.
Keystone Advantage is responsible for
- Building what the written scope says, in accounts you own
- Testing it end to end, including failure cases, before handover
- Documentation and a walkthrough so your team can run it
- Fixing defects in our delivered work for 30 days after acceptance
- Monitoring, alerts and fixes under a Managed Automation Support agreement, if you have one
Outside our control (and not our liability)
- Your internet, power, devices or phone carrier going down
- Your AI, CRM, texting or other provider changing pricing, limits or features, suspending an account, or running out of credits or tokens
- Subscriptions, API keys or payment methods that lapse
- Changes made to the workflow by you or a third party after handover
- The content and recipients of messages your business sends; consent and compliance rules apply to you as the sender
When we notice a stopped workflow we tell you, and under a support agreement we fix what is ours and tell you exactly what to do about the rest.
Have a workflow that should run itself?
Tell us the task you keep doing by hand. We’ll tell you whether automation is worth it.