Softomate is an AI automation agency based in London, serving UK businesses. We connect enquiries, CRM records, follow-up and bookings, alongside finance and operational workflows. A first workflow starts from £1,500, with scope and acceptance tests agreed before development. Standard delivery takes 4-8 weeks, depending on integrations and access to your systems.
Last updated: 12 September 2026
See the workflow
A useful first implementation connects one enquiry source to one CRM pipeline. This illustrative example shows the steps to agree before a build. It uses sample data and does not report a client result.
{
"enquiry_reference": "DEMO-001",
"source": "website_chat",
"service_required": "CRM follow-up automation",
"budget_band": "£8,000 - £20,000",
"location": "UK",
"pipeline_stage": "Needs scope call",
"owner": "Assigned sales contact",
"marketing_opt_in": false,
"next_action": "Arrange requested scope call"
}
Your field names, consent rules and pipeline stages are mapped during discovery. The budget band is sample enquiry data, not a package quote.
A repeated enquiry updates the existing record. An unavailable CRM queues the action and alerts its owner after the agreed retry limit. An unanswered question goes to a person with the conversation attached. Acceptance testing should cover these paths as well as a successful booking.
Bring one current enquiry and a screenshot of your pipeline to the scope call. We can agree the starting workflow, systems, acceptance tests and a fixed build proposal.
A simple native workflow starts from £1,500; optional care starts from £99/month. A limited AI integration starts from £4,000, with care from £299/month. Extra systems, business rules and workflows are quoted separately. Prices exclude VAT, licences, hosting and usage.
The fixed proposal lists setup, platform subscriptions, hosting, usage allowances and overage rates separately, with VAT treatment and support terms. Additional channels, migrations and integrations are scoped before purchase.
GHL CRM QuickStart starts from £2,000. A custom chatbot with one agreed CRM connection starts from £6,500. Each package has its own scope and running costs.
Business process automation London services use Azure Logic Apps, Microsoft Power Automate and REST API integrations to connect CRMs, ERPs and line-of-business applications without manual bridging. Operations directors and finance leads at London businesses gain most when workflow volume outgrows manual capacity. Softomate connects automated workflows with Salesforce, HubSpot, SAP and Microsoft Dynamics 365 through webhook and OAuth 2.0 patterns. Teams needing connected automation can explore our AI and machine learning services, API development and system integration services, software process automation services, and custom CRM development services. Firms with heavier VAT, MTD and bookkeeping workloads often pair this with our dedicated AI for accountants service. For our supplier selection criteria and a disclosure of our role as publisher, read our guide to best AI automation companies in London.
01. Key Benefits
Azure Logic Apps and Microsoft Power Automate replace repetitive data handling steps, reducing repeated manual steps across approval, data entry and reporting workflows. The baseline and measurement window are agreed for each implementation.
Webhook-triggered routing sends approval requests to the correct decision-maker with deadline tracking and escalation rules, cutting average approval turnaround from two working days to under four hours for purchase orders and compliance sign-offs.
OAuth 2.0 integrations sync workflow outputs directly into Salesforce, HubSpot and Microsoft Dynamics 365, eliminating duplicate records and manual re-entry that typically costs London operations teams several hours each week.
AES-256 encryption, audit logging and UK GDPR-aligned retention rules protect every automated data flow. HMRC Making Tax Digital obligations are met through automated Xero, Sage and HMRC API connections built into the workflow design.
Automated email sequences, SMS notifications and portal updates via HubSpot, Salesforce and Twilio ensure customers receive timely, accurate communications without manual sending or follow-up chasing from your team.
Automated data flows into Salesforce, Microsoft Dynamics 365 and Power BI dashboards give operations leads accurate, live metrics without manual spreadsheet compilation or end-of-month reporting delays.
02. Offerings
Operations teams get Azure Logic Apps workflows that orchestrate multi-step approval, data routing and notification sequences across cloud and on-premise systems. Conditional branching, retry logic and failure alerts keep automation running without manual monitoring. Softomate configures Logic Apps connectors for Salesforce, SAP, Microsoft Dynamics 365 and SharePoint, reducing integration build time compared with custom code-only approaches. UK GDPR compliance controls are built into every workflow design.
Teams using Microsoft 365 get Power Automate flows that connect SharePoint, Teams, Outlook and Dynamics 365 into joined-up automation sequences. Zapier bridges platforms without native connectors, linking Salesforce, HubSpot, Xero and Stripe into multi-step workflows. Softomate designs, builds and tests flows against your UK GDPR data flows and HMRC Making Tax Digital obligations before any automation goes live.
Sales and operations teams get connected Salesforce, HubSpot, SAP and Microsoft Dynamics 365 workflows that eliminate manual data re-entry between systems. REST API and webhook integrations sync contact records, order status, invoice data and approval outcomes automatically. OAuth 2.0 permissions restrict data access to authorised roles. Softomate maps field transformations and error-handling rules during discovery before build begins.
Finance teams get automated VAT return preparation and submission workflows that connect Xero, Sage or QuickBooks with HMRC Making Tax Digital APIs. REST API triggers pull financial data, validate figures and prepare MTD-compliant submissions on schedule. UK GDPR controls govern all tax data flows. Softomate maps your accounting platform, MTD obligations and submission schedule during discovery before any build work begins.
Leadership teams get complete workflow analysis from manual process mapping through to automated pipeline design and performance dashboards. Softomate ranks automation candidates by time saved and error reduction before proposing a build sequence. Post-launch optimisation cycles improve flow accuracy and reduce exception handling over the first ninety days. UK GDPR compliance and HMRC MTD obligations are verified at every stage of the engagement.
03. Features
Logic Apps connectors trigger workflows, route outputs and write results into Salesforce, SAP and Microsoft Dynamics 365 with retry logic and failure alerting built in.
Webhook event listeners and REST API callbacks start automation sequences the moment a trigger fires, removing polling delays and keeping system data synchronised in real time.
Microsoft Power Automate connects Teams, SharePoint and Dynamics 365. Zapier bridges Salesforce, HubSpot, Xero and Stripe for platforms without native Logic Apps connectors.
Scoped API tokens, OAuth 2.0 authentication and AES-256 encryption protect every automated data exchange across UK GDPR-regulated CRM, ERP and financial platforms.
Automated VAT return preparation connects Xero, Sage and QuickBooks with HMRC Making Tax Digital APIs, triggering submissions on schedule without manual finance team intervention.
Workflow volume, error rate, exception counts and approval turnaround times feed real-time dashboards so operations leads can monitor automation health and improvement weekly.
05. Process
Softomate maps current workflows, connects systems and launches governed automation in short delivery phases. Operations leads, IT contacts, finance managers and compliance owners stay involved from discovery through optimisation, so every deployment matches workflow, data and reporting requirements.
Current workflows, system landscape and automation priorities are mapped in discovery workshops with operations managers, finance leads and IT contacts. Discovery produces a process audit, integration inventory for Salesforce, SAP or Dynamics 365, and a prioritised automation candidate list before scope approval.
Automation scope, KPI targets and UK GDPR compliance requirements are agreed with stakeholders, data owners and IT leads during planning. Planning produces a delivery roadmap, platform connector list, HMRC MTD obligations map and acceptance criteria before development starts.
Workflow logic, API endpoint mappings, conditional branching rules and exception-handling paths are designed with operations managers and system owners. Design produces approved workflow diagrams, field mapping documents and compliance control specifications before build work starts.
Azure Logic Apps workflows, Power Automate flows and REST API integrations are built in short sprints with client IT contacts and platform owners. Build work produces a staging automation environment, connected endpoints and webhook event logging across Salesforce, SAP, Xero or bespoke platforms.
Live deployment, performance monitoring and workflow tuning happen after user acceptance sign-off with operations leads, IT contacts and compliance reviewers. Launch work produces a production workflow, dashboard reporting, training notes and an optimisation backlog for volume, error rate and approval turnaround targets.
07. Why Choose Us
London-based delivery aligns every Azure Logic Apps flow and REST API integration with UK GDPR and HMRC Making Tax Digital requirements before build starts, reducing rework for regulated London operations teams.
Softomate builds against Azure Logic Apps, Microsoft Power Automate and Dynamics 365, so automation workflows use proven, maintainable Microsoft ecosystem technology rather than brittle workarounds.
Softomate integrates automation flows with Salesforce, SAP, HubSpot, Xero and Sage through REST API and OAuth 2.0, so automated data lands correctly in your existing platforms without duplicate handling.
Softomate automation deployments commonly cut manual operations hours by forty to sixty per cent and reduce approval turnaround from two working days to under four hours within ninety days of go-live.
Softomate quotes fixed project pricing after the discovery session, so automation scope, timeline and cost stay clear from the first workflow through to the post-launch optimisation period.
Dashboard reporting tracks workflow volume, error rate and approval turnaround weekly, so automation improvement stays tied to measurable operational targets throughout the engagement.
08. Use Cases
Business process automation deployments use Azure Logic Apps, Microsoft Power Automate and REST API integrations to replace manual handling across approvals, CRM data entry, compliance reporting and financial workflows. The architecture suits operations, finance and sales teams across London and wider UK markets. The specific use cases below show typical time and error-rate improvements by workflow type.
Azure Logic Apps workflows trigger on invoice receipt, validate supplier data against SAP purchase orders and route discrepancies to finance reviewers automatically. Approved invoices write into SAP via REST API without manual keying. Softomate clients typically reduce invoice processing time from twelve minutes per document to under ninety seconds, with error rates falling below one per cent within sixty days of deployment.
Microsoft Power Automate and HubSpot workflow automation trigger personalised email and SMS follow-up sequences based on lead source, product interest and engagement behaviour. Salesforce records update automatically as leads progress through each stage. Softomate clients commonly reduce manual follow-up administration from two hours per day to under fifteen minutes, with enquiry-to-appointment conversion improving within thirty days.
Automated workflows pull VAT data from Xero or Sage on schedule, validate figures against HMRC Making Tax Digital API requirements and submit returns without manual finance team intervention. Error alerts and confirmation webhooks complete the audit trail. Softomate clients eliminate manual MTD preparation time entirely, reducing submission risk and freeing finance teams from periodic administrative bottlenecks each quarter.
Microsoft Power Automate classifies incoming approval requests by type and value, routes to the correct approver tier with deadline tracking and escalates overdue items automatically. Dynamics 365 records update via REST API when approvals complete. Softomate clients typically reduce approval turnaround from forty-eight hours to under four hours for standard purchase orders and compliance sign-offs within sixty days of deployment.
Why Softomate
Same market-aligned fixed pricing as comparable London BPA consultancies. Better measured outcomes from real UK deployments.
London professional services case study: end-to-end onboarding automation eliminated 40 hours of manual admin per week.
London consultancy case study: AI-driven proposal and report automation freed up 22.4 hours/week of consultant billable time.
Microsoft consulting partners often quote day-rate (£800-£1,500/day) with open scope. Softomate scopes + fixed-prices after free discovery.
Tax automation, ICO compliance and audit trail designed in from discovery, not retrofitted. Specifically built for UK regulatory context.
No "we do everything" generalist hand-waving. Named tech specialisms with documented deployment patterns in UK financial, professional services and property sectors.
All outcomes from real UK case studies. Client names anonymised for confidentiality. Outcome ranges reflect typical results from comparable projects.
Clear scope, agreed costs
Start with the workflow your business needs today. We confirm the implementation scope and full running costs before you commit.
Starting prices excluding VAT
From £1,500
One-off implementation
Monthly plan from £99/month
One straightforward workflow using supported connectors, agreed inputs and test cases.
Care is optional after client-managed handover and forms part of the fee while we manage your chosen service. We agree the monitoring, maintenance and technical assistance covered by your plan. Additional features and larger changes are quoted separately.
Your proposal identifies any required software licences, hosting and usage charges. We reuse suitable existing subscriptions and charge shared platform access once for the agreed account.
09. FAQs
Business process automation replaces manual, repetitive tasks with Azure Logic Apps workflows, REST API integrations and webhook-triggered actions. London companies benefit by cutting operational costs, eliminating data-entry errors and freeing staff for higher-value work. Softomate implements BPA using Azure Logic Apps, Microsoft Power Automate, Salesforce workflows and Xero integrations, built to UK GDPR compliance requirements. Typical outcomes include faster approval cycles, consistent customer communications and real-time reporting dashboards. HMRC Making Tax Digital obligations can also be met through automated data flows between Xero, Sage and HMRC APIs. A discovery workshop maps your highest-value automation candidates before any development begins.
Processes that are repetitive, rule-based and high-volume deliver the best business process automation ROI. Strong candidates include invoice processing, CRM data entry, lead follow-up sequences, approval workflows, inventory updates and compliance reporting. Softomate audits your existing workflows to rank automation opportunities by time saved and error reduction. Microsoft Power Automate, Azure Logic Apps and Zapier connectors handle most workflow patterns without custom code. Salesforce, HubSpot, SAP and Microsoft Dynamics 365 integrations add connected data across your operation. Most London businesses identify three to five high-return automation candidates within the first discovery session.
Simple n8n / Make automation starts from £1,500 for implementation. One straightforward workflow using supported connectors, agreed inputs and test cases. Monthly care starts from £99/month. Prices exclude VAT. Required licences, hosting and usage are confirmed separately before you commit. Care is optional after client-managed handover; additional development is quoted separately.
Standard workflow automation projects using Azure Logic Apps or Microsoft Power Automate take four to eight weeks from discovery to go-live. Complex implementations integrating Salesforce, SAP or Microsoft Dynamics 365 with custom approval logic take eight to sixteen weeks. Softomate uses a structured five-stage delivery process: discover, plan, design, build and integrate, then launch and optimise. Your team receives full documentation, training and a handover session at go-live. A scoped project plan with milestones is agreed before build work starts.
Yes. Softomate integrates business process automation with Salesforce, SAP, Microsoft Dynamics 365, HubSpot, Xero, Sage and most platforms that expose a REST API or webhook. Azure Logic Apps connectors handle standard integrations. Custom Python middleware bridges legacy systems where native APIs are limited. OAuth 2.0 authentication, AES-256 encryption and role-based access controls meet UK GDPR requirements. Data processing agreements are provided with every engagement. Softomate maps all field transformations and error-handling rules during discovery before build begins.
Yes. Softomate builds business process automation workflows that connect Xero, Sage or QuickBooks with HMRC Making Tax Digital APIs to automate VAT return preparation and submission. REST API and webhook triggers pull financial data from your accounting platform, validate figures and prepare MTD-compliant submissions on schedule. UK GDPR controls govern all tax data flows. Softomate maps your MTD obligations, accounting platform and submission schedule during discovery before any build work begins. Compliance review runs before the first automated submission to confirm accuracy.
Business process automation uses rules, triggers and workflow logic to replace manual steps in defined processes. AI process automation adds ML models to handle unstructured inputs such as documents, emails and images that rule-based systems cannot classify reliably. Softomate often combines both: Azure Logic Apps or Power Automate orchestrate the workflow, while Python ML models handle document classification, anomaly detection or NLP triage at specific steps. Explore our <a href="/ai-machine-learning-solutions-london/">AI and machine learning services</a> for ML-powered workflows. A discovery session determines which combination of rule-based and ML automation delivers the best outcome for your specific process.
10. Results
A London professional services firm with 85 staff cut manual operations hours by fifty-eight per cent within ten weeks after Azure Logic Apps approval routing and Salesforce data sync workflows launched. Purchase order approvals fell from forty-eight hours to under three hours. REST API integration and OAuth 2.0 access controls eliminated duplicate record issues across the finance and operations platforms without replacing existing software.
A UK financial services firm eliminated manual VAT return preparation entirely within six weeks after automated Xero-to-HMRC Making Tax Digital API workflows launched. Finance team preparation time fell from four hours per quarter to zero. Webhook confirmation receipts and audit log records met UK GDPR and HMRC compliance requirements. The finance director redirected saved time to client advisory work in the first quarter after deployment.
A London marketing agency handling 200 weekly inbound leads reduced manual follow-up administration by seventy-three per cent within eight weeks after HubSpot sequence automation and Salesforce record sync launched. Consultant time freed from manual sending and tracking moved to client work. Enquiry-to-appointment conversion improved by eighteen per cent within thirty days of the first automated sequence going live.
A UK manufacturing distributor processing 3,500 monthly supplier invoices reduced data entry errors from four per cent to zero within twelve weeks after Azure Logic Apps and SAP REST API automation launched. Processing time fell from fourteen minutes per invoice to under two minutes. Month-end reconciliation time dropped from two days to four hours, freeing the finance team for strategic supplier negotiation work.
11. Related Services
Automation vs Manual
| Business Process | Before Automation | After Softomate BPA |
|---|---|---|
| Lead to CRM entry | 15 to 30 minutes manual data entry | Instant - webhook to CRM in under 5 seconds |
| Invoice generation | 20 to 40 minutes per invoice | Auto-generated on job completion |
| Client onboarding | 6 to 8 hours staff time per new client | Under 45 minutes - automated sequence handles documents, calendar and CRM |
| Follow-up after enquiry | Depends on sales team memory | Automated 3-touch sequence fires within 60 seconds |
| Report generation | 2 to 4 hours monthly manual pull | Auto-generated weekly, emailed to stakeholders |
| Error rate | 3 to 8% manual data entry errors | Under 0.5% - validated at API layer |
Client Results
"They supported me with planning, automation, setting up my CRM, and most importantly, helping me generate more leads for my business."
Nilesh Rathod
London Business Owner
"DD, Shilpa and their team are reliable, patient and happy to go the extra mile for you."
Sonal
Brain Abilitiez
"He set up automation that connects different systems, which has made everything run much smoother."
Kishor Pattni
Unigiftware
Sector guides for UK teams exploring business process automation by industry and workflow type.
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Best AI chatbot development company in london - I highly recommended. Thanks Softomate Solutions
Great SEO company, good explaining of the service. Highly recommended as your SEO agent.
DD has a good knowledge in SEO optimisation i learnt alot from his Webinar
Very knowledgable ASEO.
We had a great experience working with this website business from start to finish. Communication was clear, timelines were met, and the final website exceeded our expectations. The...
Softomate Solutions have been helping us create new online systems and bespoke tools for our business. DD, Shilpa and their team are reliable, patient and happy to go the extra mil...
Very decent AI trainer and I would benefit a lot from his immense experience
DD is really knowledgeable and good at his work, I learnt quite a bit from him about online presence and automation, now I am able to further my business courtesy him.
DD has helped with our google and set up, thoroughly knowledgeable and very well explained. Would highly recomend DD and his team. Easy to contact and very approachable
Very helpful information provided by DD.
The team and Deen Dayal Yadav have always been very cooperative and will always do their very best in assisting with any requirements. They have this attitude which says "Nothing i...
DD and his team at Softomate Solutions are exceptional. From understanding requirements and offering solutions, to implementing functionality accurately and very promptly, your bus...
Where we work
Workflow automation for businesses across Harrow.
Learn more →Automate business workflows across Barking and east London.
Learn more →Construction automation for UK contractors and sub-contractor management.
Learn more →Order, stock and customer automation for UK online retailers.
Learn more →Admissions, enrolment and student support automation.
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