Stop doing manually
what should run automatically.

You didn't start your business to spend half your day on admin. CrestWorks handles the repetitive stuff — scheduling, intake, follow-ups, and more — so you can focus on the work only you can do.

5–10 hrs saved per week
·
Live in weeks, not months
·
You own everything
·
SOC 2 certified tools
·
Works with your CRM

Sound familiar?

I send the same follow-up email to every new client. Manually. Every single time.
It takes four emails just to find a time that works. There has to be a better way.
I know I need a proper system. I just haven't had time to build one.
I'm pretty sure I lost a client once because I forgot to follow up in time.

How It Works

01

Complimentary consultation

We map exactly what's eating your time and identify the highest-value automations in your current workflow.

02

We build it

Everything is automated inside your existing tools — Outlook, Gmail, your CRM — in weeks, not months.

03

You run it

The system is yours to keep. No ongoing fees, no proprietary platforms, no vendor lock-in. Ever.

Transparent Pricing

Starter

$750
  • One core workflow automated
  • Built inside your existing tools
  • One round of revisions
  • 30-day post-launch support
Get Started

Built for experts like you

Financial Advisors RIAs Insurance Brokers Bookkeepers Small Service Firms

Your data stays yours.

We only use SOC 2 certified tools. No proprietary platforms means you own every workflow we build — and it all runs inside the tools you already use and trust.

SOC 2 certified tools only No proprietary platforms You own all workflows No vendor lock-in

More ways to automate. Coming soon.

We're building out new service lines for 2026. Here's a preview of what's next.

💬

AI Client Assistants

Intelligent chatbots that handle FAQs, qualify leads, and book appointments — without you lifting a finger.

Coming Soon
🗂

Done-for-You CRM Buildouts

A fully configured CRM tailored to your business — pipelines, automations, and dashboards ready to go from day one.

Coming Soon
📦

Industry Workflow Packages

Pre-built automation bundles designed for specific industries — plug in, turn on, and start saving time immediately.

Coming Soon

Ready to get your time back?

Book a Complimentary Consultation