we Build Systems That Do the Work for You

Boost output by 30% with automated workflows, real-time insights, and fewer manual tasks

We Build Systems That

Do the Work for You

Boost output by 30% with automated workflows, real-time insights, and fewer manual tasks

OUR SERVICES

Here’s What You Get When We Work Together

Business Automation

Maximize operational efficiency and customer engagement with our tailored business automation solutions. Seamlessly manage workflows, optimize resources, and drive business agility through intelligent automation.

Eliminate repetitive tasks and free your team for high‑value work.

  • Increase productivity by 20–30% across teams.

  • Teams save 10–50% of their time on admin tasks like data entry or approvals.

  • Reduce operational costs up to 30–40% via automation of manual workflows.

  • Return on Investment (ROI) of 30–200% in the first year of automation deployment .

  • Accuracy gains up to 90%, dramatically reducing human error in repeatable tasks.

  • Boost employee satisfaction—over 80% of knowledge workers say work improved after automation

Software / API Integrations

Leverage the power of AI to unlock new insights, drive informed decision-making, and enhance customer experiences. Our AI integrations are designed to transform your business by harnessing the potential of advanced machine learning and predictive analytics.

Connect your apps to eliminate silos and streamline operations.

  • Centralize customer, sales, and operations data across tools like CRM, ERP, and spreadsheets.

  • Remove redundancy and improve team efficiency through unified workflows.

  • Convert leads 300% more effectively by ensuring accurate, shared data across sales and marketing channels.

  • Support relentless scalability—flexible integrations enable new tools without disrupting workflows.

Workflow Optimization

Optimize your organizational workflows and streamline processes with our advanced workflow optimization tools. From task automation to performance analytics, our solutions are tailored to elevate your operational efficiency.

Streamline operations and boost productivity with smart automation and real-time insights.

  • Automate Manual Tasks – Save up to 30% of employee time by eliminating repetitive processes.

  • Boost Team Productivity – Companies see a 20–25% increase in output with optimized workflows.

  • Improve Process Accuracy – Reduce errors by up to 90% through automation and standardized workflows.

  • Real-Time Insights – Access live performance data to make faster, smarter decisions.

  • Scalable Efficiency – Adapt processes easily as your business grows.

Custom Reporting and Data Visibility

In the fast-paced world of product distribution, timely and accurate data isn’t optional—it’s mission-critical. A New Zealand-based distributor using Cin7 faced a key challenge: their sales reps, many of whom were contractors, needed access to real-time, customer-specific data on the go. But Cin7’s native reporting tools lacked the flexibility and access controls required to meet their needs.

Get real-time, actionable business insights—built for your needs.

  • 87% of top-performing companies rely on real-time analytics to guide decision-making.

  • Eliminate blindspots: teams with access to visual dashboards act faster and more confidently.

  • Speed up reporting: automate the generation and delivery of data insights—no manual collation required.

  • Reduce decision latency—insights are available when needed, enabling agility and responsiveness.

OUR SERVICES

Here’s What You Get When We Work Together

Business Automation

Maximize operational efficiency and customer engagement with our tailored business automation solutions. Seamlessly manage workflows, optimize resources, and drive business agility through intelligent automation.

Eliminate repetitive tasks and free your team for high‑value work.

  • Increase productivity by 20–30% across teams.

  • Teams save 10–50% of their time on admin tasks like data entry or approvals.

  • Reduce operational costs up to 30–40% via automation of manual workflows.

  • Return on Investment (ROI) of 30–200% in the first year of automation deployment .

  • Accuracy gains up to 90%, dramatically reducing human error in repeatable tasks.

  • Boost employee satisfaction—over 80% of knowledge workers say work improved after automation

Software/API Integrations

Leverage the power of AI to unlock new insights, drive informed decision-making, and enhance customer experiences. Our AI integrations are designed to transform your business by harnessing the potential of advanced machine learning and predictive analytics.

Connect your apps to eliminate silos and streamline operations.

  • Centralize customer, sales, and operations data across tools like CRM, ERP, and spreadsheets.

  • Remove redundancy and improve team efficiency through unified workflows.

  • Convert leads 300% more effectively by ensuring accurate, shared data across sales and marketing channels.

  • Support relentless scalability—flexible integrations enable new tools without disrupting workflows.

Workflow Optimization

Optimize your organizational workflows and streamline processes with our advanced workflow optimization tools. From task automation to performance analytics, our solutions are tailored to elevate your operational efficiency.

Streamline operations and boost productivity with smart automation and real-time insights.

  • Automate Manual Tasks – Save up to 30% of employee time by eliminating repetitive processes.

  • Boost Team Productivity – Companies see a 20–25% increase in output with optimized workflows.

  • Improve Process Accuracy – Reduce errors by up to 90% through automation and standardized workflows.

  • Real-Time Insights – Access live performance data to make faster, smarter decisions.

  • Scalable Efficiency – Adapt processes easily as your business grows.

Custom Reporting &

Data Visibility

In the fast-paced world of product distribution, timely and accurate data isn’t optional—it’s mission-critical. A New Zealand-based distributor using Cin7 faced a key challenge: their sales reps, many of whom were contractors, needed access to real-time, customer-specific data on the go. But Cin7’s native reporting tools lacked the flexibility and access controls required to meet their needs.

Get real-time, actionable business insights—built for your needs.

  • 87% of top-performing companies rely on real-time analytics to guide decision-making.

  • Eliminate blindspots: teams with access to visual dashboards act faster and more confidently.

  • Speed up reporting: automate the generation and delivery of data insights—no manual collation required.

  • Reduce decision latency—insights are available when needed, enabling agility and responsiveness.

Automate Attendance-Focus on What Matters

Never Miss Another Meeting — Let Smart Reminders Do the Work

Automated SMS Reminders:

Reducing No-Shows

with Seamless, Direct Communication

In the financial services industry, missed appointments can lead to missed opportunities. One of our New Zealand-based clients—a financial advisory firm—was facing a common but costly issue: a high rate of no-shows for scheduled client meetings. Advisors were spending time manually confirming appointments, yet many clients still forgot or failed to attend.

The Challenge

The firm used Pipedrive to manage client relationships and track meeting schedules. However, there was no built-in way to automate reminders or follow-ups. They needed a solution that would reduce no-shows without requiring advisors to change their workflow—and one that would reliably reach clients.

Our Solution

  • Zapier-Powered Automation: We used Zapier to monitor upcoming meetings in Pipedrive and automatically queue SMS reminders to clients the day before their appointment.

  • Why SMS? SMS was chosen as the primary channel because it’s immediate, direct, and highly reliable—far more effective than email or app notifications for time-sensitive communication.

  • AI-Powered Response Handling: Clients often replied with full sentences or questions. We integrated a Python-based AI layer to interpret these responses, identifying confirmations, cancellations, or rescheduling requests.

  • Smart Follow-Ups: If a client couldn’t make the meeting, the system automatically sent a rebooking link, making it easy to reschedule.

  • Transparent Logging: Every interaction—reminders, replies, and follow-ups—was logged back into Pipedrive, giving advisors full visibility without lifting a finger.

We built a fully automated SMS reminder system that works directly off the data already in Pipedrive—no extra steps, no new tools for advisors to learn.

The Impact

This hands-off solution delivered powerful results:

  • Significant reduction in no-shows

  • Improved client engagement and responsiveness

  • No change to advisor workflow—everything runs automatically

  • Complete visibility and accountability through centralized logging in Pipedrive

  • Higher message delivery and response rates thanks to SMS’s immediacy

By driving automation directly from Pipedrive and using SMS as the communication channel, we ensured that advisors could stay focused on their clients—not on managing reminders. The system now works quietly in the background, improving attendance and enhancing the overall client experience.

Automate Attendance

Focus on What Matters

Never Miss Another Meeting — Let Smart Reminders Do the Work

Automated SMS Reminders:

Reducing No-Shows

with Seamless, Direct Communication

In the financial services industry, missed appointments can lead to missed opportunities. One of our New Zealand-based clients—a financial advisory firm—was facing a common but costly issue: a high rate of no-shows for scheduled client meetings. Advisors were spending time manually confirming appointments, yet many clients still forgot or failed to attend.

The Challenge

The firm used Pipedrive to manage client relationships and track meeting schedules. However, there was no built-in way to automate reminders or follow-ups. They needed a solution that would reduce no-shows without requiring advisors to change their workflow—and one that would reliably reach clients.

Our Solution

  • Zapier-Powered Automation: We used Zapier to monitor upcoming meetings in Pipedrive and automatically queue SMS reminders to clients the day before their appointment.

  • Why SMS? SMS was chosen as the primary channel because it’s immediate, direct, and highly reliable—far more effective than email or app notifications for time-sensitive communication.

  • AI-Powered Response Handling: Clients often replied with full sentences or questions. We integrated a Python-based AI layer to interpret these responses, identifying confirmations, cancellations, or rescheduling requests.

  • Smart Follow-Ups: If a client couldn’t make the meeting, the system automatically sent a rebooking link, making it easy to reschedule.

  • Transparent Logging: Every interaction—reminders, replies, and follow-ups—was logged back into Pipedrive, giving advisors full visibility without lifting a finger.

We built a fully automated SMS reminder system that works directly off the data already in Pipedrive—no extra steps, no new tools for advisors to learn.

The Impact

This hands-off solution delivered powerful results:

  • Significant reduction in no-shows

  • Improved client engagement and responsiveness

  • No change to advisor workflow—everything runs automatically

  • Complete visibility and accountability through centralized logging in Pipedrive

  • Higher message delivery and response rates thanks to SMS’s immediacy

By driving automation directly from Pipedrive and using SMS as the communication channel, we ensured that advisors could stay focused on their clients—not on managing reminders. The system now works quietly in the background, improving attendance and enhancing the overall client experience.

Smarter CRM Syncing. Zero Disruption. Maximum Efficiency

Sync CRMs, Save Time — Eliminate Manual Data Entry Without Changing Your Setup

CRM Integration: Eliminating Double Entry, Preserving Flexibility

In the financial services sector, efficiency and accuracy are critical—but so is cost control. One of our clients found themselves walking a fine line between the two. To save on licensing costs, they had split their operations across two CRM platforms: Friday CRM for one department, and Pipedrive for the rest of the business.

The Challenge

While the dual-CRM setup helped reduce software costs, it introduced a new problem: manual data duplication. Staff were spending hours each week copying client records, updating contact details, and ensuring both systems stayed in sync. This not only drained productivity but also increased the risk of errors and inconsistencies.

Despite the inefficiencies, the business wasn’t ready to consolidate onto a single platform due to:

  • The cost of migrating all users

  • The volume of historical data in both systems

  • The disruption and retraining required for staff

They needed a solution that would bridge the gap between the two CRMs—without disrupting their current setup.

Our Solution

We built a seamless integration layer that keeps both systems in sync automatically, using the tools they already had.

  • Webhook-Driven Syncing: Both Friday CRM and Pipedrive support webhooks. We used these to detect when records were created or updated in either system.

  • Automation with N8N: Using N8N, we built a series of workflows that captured webhook events and synchronized data between the two CRMs via their APIs.

  • Smart Record Matching: We implemented a system of foreign keys to map records between platforms. If a match couldn’t be found, the system flagged the issue and alerted a staff member to resolve it—ensuring future syncs would succeed.

  • Data Integrity & Logging: All sync operations were logged, and we used PostgreSQL to manage mappings and ensure data consistency across platforms.

The Impact

The integration delivered immediate value:

  • Hours of manual work saved each week

  • Improved data accuracy across both systems

  • No disruption to staff workflows—everything runs in the background

  • Preserved flexibility to continue using both CRMs without compromise

By automating the data flow between Friday CRM and Pipedrive, we helped the client maintain their cost-saving setup while eliminating the inefficiencies that came with it. The result: a smarter, leaner operation with more time for high-value work.

Smarter CRM Syncing. Zero Disruption. Maximum Efficiency

Sync CRMs, Save Time — Eliminate Manual Data Entry Without Changing Your Setup

CRM Integration: Eliminating Double Entry, Preserving Flexibility

In the financial services sector, efficiency and accuracy are critical—but so is cost control. One of our clients found themselves walking a fine line between the two. To save on licensing costs, they had split their operations across two CRM platforms: Friday CRM for one department, and Pipedrive for the rest of the business.

The Challenge

While the dual-CRM setup helped reduce software costs, it introduced a new problem: manual data duplication. Staff were spending hours each week copying client records, updating contact details, and ensuring both systems stayed in sync. This not only drained productivity but also increased the risk of errors and inconsistencies.

Despite the inefficiencies, the business wasn’t ready to consolidate onto a single platform due to:

  • The cost of migrating all users

  • The volume of historical data in both systems

  • The disruption and retraining required for staff

They needed a solution that would bridge the gap between the two CRMs—without disrupting their current setup.

Our Solution

We built a seamless integration layer that keeps both systems in sync automatically, using the tools they already had.

  • Webhook-Driven Syncing: Both Friday CRM and Pipedrive support webhooks. We used these to detect when records were created or updated in either system.

  • Automation with N8N: Using N8N, we built a series of workflows that captured webhook events and synchronized data between the two CRMs via their APIs.

  • Smart Record Matching: We implemented a system of foreign keys to map records between platforms. If a match couldn’t be found, the system flagged the issue and alerted a staff member to resolve it—ensuring future syncs would succeed.

  • Data Integrity & Logging: All sync operations were logged, and we used PostgreSQL to manage mappings and ensure data consistency across platforms.

The Impact

The integration delivered immediate value:

  • Hours of manual work saved each week

  • Improved data accuracy across both systems

  • No disruption to staff workflows—everything runs in the background

  • Preserved flexibility to continue using both CRMs without compromise

By automating the data flow between Friday CRM and Pipedrive, we helped the client maintain their cost-saving setup while eliminating the inefficiencies that came with it. The result: a smarter, leaner operation with more time for high-value work.

Real-time data visibility that drives better field decisions

and stronger client relationships

From Static Reports to Smart Access —

Equip Reps to Sell Smarter, Faster

Improved Reporting and Data Visibility: Empowering Sales Reps with Smarter Access Preserving Flexibility

In the world of product distribution, timely and accurate data is essential—not just for internal operations, but for empowering sales teams in the field. One of our clients, a New Zealand-based distributor, relied on Cin7 to manage inventory, sales, and fulfillment. While Cin7 offered robust core functionality, it fell short in one critical area: flexible, targeted reporting.

The Challenge

Sales reps—many of whom were contractors—needed access to customer-specific data while on the road. But Cin7’s built-in reporting tools couldn’t easily restrict visibility to just a rep’s own accounts. Nor could it automate certain operational tasks, like processing backorders when stock arrived, based on business rules.

The client needed a solution that would:

  • Deliver custom reports tailored to each rep

  • Restrict access to only relevant customer data

  • Allow for web-based access from anywhere

  • Enable automated data operations beyond Cin7’s native capabilities

Our Solution

We built a flexible, scalable reporting system that extended Cin7’s capabilities—without disrupting existing workflows.

  • Data Extraction via API: We exported operational data from Cin7 using its API and stored it in a PostgreSQL database, giving us full control over how the data was structured and processed.

  • Custom Data Processing: With Python, we created new tables and logic to handle tasks Cin7 couldn’t, such as automating backorder fulfillment based on stock arrival and predefined rules.

  • Zoho Analytics Integration: We layered Zoho Analytics over the database, giving the client a powerful, user-friendly reporting interface. They can now build and modify reports independently, without needing technical support.

  • Secure, Web-Based Access: Sales reps can access their reports from anywhere—whether they’re in the office or visiting customers—while only seeing data relevant to their accounts.

The Impact

The results have been transformative:

  • Sales reps now have real-time access to the data they need, wherever they are

  • Reporting is faster, more flexible, and more accurate

  • Operational efficiency has improved, with automated handling of backorders

  • The client has begun expanding their reporting capabilities, confident in the system’s flexibility and scalability

This project turned a rigid reporting environment into a dynamic, user-driven platform—empowering the client’s team to make smarter decisions and deliver better service.

Real-time data visibility that drives better field decisions and

stronger client relationships

From Static Reports to Smart Access — Equip Reps to Sell Smarter, Faster

Improved Reporting and Data Visibility: Empowering Sales Reps with Smarter

Access Preserving Flexibility

In the world of product distribution, timely and accurate data is essential—not just for internal operations, but for empowering sales teams in the field. One of our clients, a New Zealand-based distributor, relied on Cin7 to manage inventory, sales, and fulfillment. While Cin7 offered robust core functionality, it fell short in one critical area: flexible, targeted reporting.

The Challenge

Sales reps—many of whom were contractors—needed access to customer-specific data while on the road. But Cin7’s built-in reporting tools couldn’t easily restrict visibility to just a rep’s own accounts. Nor could it automate certain operational tasks, like processing backorders when stock arrived, based on business rules.

The client needed a solution that would:

  • Deliver custom reports tailored to each rep

  • Restrict access to only relevant customer data

  • Allow for web-based access from anywhere

  • Enable automated data operations beyond Cin7’s native capabilities

Our Solution

We built a flexible, scalable reporting system that extended Cin7’s capabilities—without disrupting existing workflows.

  • Data Extraction via API: We exported operational data from Cin7 using its API and stored it in a PostgreSQL database, giving us full control over how the data was structured and processed.

  • Custom Data Processing: With Python, we created new tables and logic to handle tasks Cin7 couldn’t, such as automating backorder fulfillment based on stock arrival and predefined rules.

  • Zoho Analytics Integration: We layered Zoho Analytics over the database, giving the client a powerful, user-friendly reporting interface. They can now build and modify reports independently, without needing technical support.

  • Secure, Web-Based Access: Sales reps can access their reports from anywhere—whether they’re in the office or visiting customers—while only seeing data relevant to their accounts.

The Impact

The results have been transformative:

  • Sales reps now have real-time access to the data they need, wherever they are

  • Reporting is faster, more flexible, and more accurate

  • Operational efficiency has improved, with automated handling of backorders

  • The client has begun expanding their reporting capabilities, confident in the system’s flexibility and scalability

This project turned a rigid reporting environment into a dynamic, user-driven platform—empowering the client’s team to make smarter decisions and deliver better service.

Ready to build systems that work for you—and drive real results?

Our team is here to provide the support and guidance you need to harness the full potential of ByteStream's software solutions.

Ready to build systems that work for

you—and drive real results?

Our team is here to provide the support and guidance you need to harness the full potential of ByteStream's software solutions.

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