Solutions • Automation systems we build

Practical automations, built like real systems

These are production-ready solutions we implement across ClickUp, HubSpot, GoHighLevel, Zapier, Make, and AI agents. Each example shows the workflow, tool stack, and safeguards.

Browse solutions Talk to us
Focus: speed-to-lead, ops clarity, support automation, AI agents
Principle: clean data spine so humans + LLMs can actually trust it

These are systems, not one-off automations

Our clients repeatedly ask for the same core systems: capture, route, notify, and keep records updated so teams always know what happens next. Because these requests are so common, we’ve packaged them into productized solution systems.

Fast + fixed-price

Most of these can go live quickly after we collect your requirements via a simple onboarding form or a short onboarding meeting (stack, routing rules, access, and edge cases).
The pages below are example implementations. Each system is adapted to your process and tools, but the structure stays consistent: workflow steps, safeguards, and outputs.
Get GoHighLevel
Get GoHighLevel:Get GoHighLevel set up and maintained for your team by ConsultEvo. Unlimited users, done for you pipelines, calendars, phone, SMS and WhatsApp.
Website Live Chat Agent
Website Live Chat Agent:Website live chat agent implementation for WordPress, Shopify, Webflow and more. 24/7 chat support, lead capture, routing, logging, and go-live in days.

How it works

We deliver these productized solution systems with a consistent process: confirm requirements, build, test, then launch. Simple, reliable, and documented.

1
Onboarding
Requirements via a short onboarding form or an onboarding meeting. We confirm your stack, access, routing rules, and what success looks like.
2
Build + configure
We implement the workflow, integrations, and safeguards such as handoff rules, logging, validation, and fallbacks.
3
Test with real scenarios
We test real cases and edge cases, verify data writes, and confirm alerts and routing behave as intended.
4
Launch + refine
Go live, monitor, then improve based on actual usage. We tune logic, prompts, and routing for stability.

Frequently asked questions about our solutions

Quick answers to the questions teams ask before they let an automation touch their CRM and operations.

What are ConsultEvo solution systems?

They are packaged automation systems based on the most common client requests. Each includes a clear workflow, safeguards, and the outputs created in your tools (CRM, ClickUp, Slack/email).

Are these fixed-price?

Many are. After onboarding confirms scope, tools, and routing rules, we can deliver the most common systems as a fixed-price package.

How fast can a solution go live?

It depends on the stack and complexity, but productized systems are designed to move fast once access and requirements are confirmed.

What tools do you support?

Common stacks include WordPress, HubSpot, GoHighLevel, ClickUp, Zapier, Make, Slack, Gmail/Outlook, Google Sheets, and API-based tools. We adapt to what you already use.

What do you need from us to start?

A short onboarding form or onboarding meeting, access to the relevant accounts, and one decision maker who can confirm rules and edge cases.

How do you prevent bad data or risky AI replies?

We use guardrails: controlled inputs, clear rules, validation before writes, logging, and human handoff when confidence is low or intent is high.

Can these be adapted to our process?

Yes. These are repeatable patterns, not rigid templates. We adapt fields, routing, permissions, and handoff logic to match your workflow.

Do you offer ongoing support?

Yes. You can keep us as an ongoing partner to monitor, extend, and improve systems as your tools and processes evolve.