Automated Data Entry
Form answers jump straight into your database—no copy-paste required.
Advanced Filtering & Routing
Send the right info to the right teammate every time.
Real-Time Updates
See project status change the instant a form is submitted.
Multi-Channel Communication
Get alerts by email, Slack, or SMS—wherever your team lives.
Deep Integrations
Connect tasks, invoices, and dashboards automatically—no extra clicks.
Industry Case Studies: Our Impact in Action
Real results speak volumes. Below are two examples of how our custom Ottermation solutions transformed lead management for very different types of organizations.
Sunrise Lawsuit Funding
Cut response time by 70% with automated SMS & AI triage.
Full Story
Suburban Golf Club
Halved application turnaround and boosted member satisfaction.
Full StoryCase Study: Sunrise Lawsuit Funding
Challenge — Needed faster lead qualification, especially after hours.
Our Solution
- AI-Powered Qualification: Flags qualified leads in real time.
- Automated Follow-Ups: SMS/email sequences gather docs & schedule calls.
- Central Dashboard: Airtable + Notion integrated into one view.
Results
- 70% reduction in average lead response time
- Higher conversions via instant, personalized follow-ups
- Freed staff from manual data entry
"The Ottermation system doesn’t just track leads—it actively helps us close them."
— Ops Manager, Sunrise
Case Study: Suburban Golf Club
Challenge — Wanted a paperless membership process & faster approvals.
Our Solution
- Automated Intake: Forms feed into Capsule CRM & generate PDFs.
- Review Workflow: Dashboard shows each application’s stage in real time.
- Personalized Comms: Automated emails, final approval messages.
Results
- 50% faster membership processing
- Error-free data, no manual retyping
- Enhanced member experience from day one
"This system helped us accept and onboard new members with unmatched efficiency."
— Membership Director, Suburban
Our Impact in Numbers
Key Features at a Glance
Automated Intake Forms
Capture leads from Typeform, Airtable, or your site—no manual copying.
AI-Driven Qualification
Instantly sort qualified vs. unqualified leads with OpenAI insights.
CRM Sync
Automatically update Airtable, Notion, or Capsule with real-time data.
Automated Follow-Ups
Nurture leads with timely emails or texts triggered by specific actions.
Built to Plug In Seamlessly
Our automations enhance the tools you already use—no need to replace your entire tech stack.
Choose Your Workflow
From Airtable to Twilio, we build deep, seamless automations across more than 6000+ platforms, including tools you already use.
Explore how each integration connects to your workflows by clicking on the icons below.
AI Powered Workflows
Onboarding
Lead Management
Revenue Ops
Interactive Voice Response System
Website & Chatbot
Custom Dashboards
Explore More Integrations
From Airtable to Twilio, we build deep, seamless automations across more than 6000+ platforms, including tools you already use.
Explore how each integration connects to your workflows by clicking on the icons below.
Frequently Asked Questions
Do I need a specific CRM to use Ottermation?
Not at all. Our platform integrates with popular CRMs like Capsule, Airtable, and Trello. We can also build custom APIs for proprietary systems.
Can you handle after-hours leads?
Absolutely—our Twilio integration plus AI-based flows qualify leads 24/7, even if your team is offline.
How do I get started?
Simply click “Schedule a Workflow Review” above. We’ll chat about your current process, identify automation opportunities, and propose a plan.