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Business automations / custom plan

The work between moments, made deliberate.

OnixDesk connects defined follow-up, routing, scheduling, and operational steps around the way your team already works.

Operations team coordinating field work around a shared schedule
Operations, connectedFollow-up, routing, and scheduling working around the team — not the other way round.

Illustrative configured workflow

A clear trigger. A controlled next step.

  1. 01Input

    An approved business event starts the workflow

  2. 02Action

    Rules validate timing, consent, owner, and next action

  3. 03Action

    Configured systems receive the approved task

  4. 04Result

    A result state is recorded for review

Approved scope

Connected where repetition creates drag.

  1. 01Email follow-up
  2. 02SMS reminders and approved text workflows
  3. 03CRM record creation and routing when configured
  4. 04Calendar requests and reminder workflows
  5. 05Lead routing to the right owner or team
  6. 06Missed-call text-back
  7. 07Dormant-lead and customer reactivation

Commercial boundary

Custom plan

Scope, controls, integrations, testing, and pricing are defined after discovery.

Request discovery