First automation freeWorking output in 14 daysWe build + run it

Your best people are doing their worst work.

Reconciliations. CRM updates. Campaign reports. Follow-up emails. We build AI automations that take the grunt work off your team, and we run them for you. First one's free. Working in 14 days.

See it work in 3 minutes

Trusted by teams at HDFC · upGrad · Fractal · CEVA · IMCD · Kale Logistics · Powered by phinite.ai

Agent control

phinite.ai automation mesh

Live

Manual noise

47-tab spreadsheet01
CRM not updated02
Monday report03
Missed follow-ups04

AI

phinite

Audit trailRBACPII safeLive monitoringHuman review

Human-ready output

Reconciled exceptions01
CRM updated02
MIS report ready03
Follow-ups sent04

The 14-Day Dare

Give us your ugliest process. The 47-tab spreadsheet. The CRM nobody updates. The report that eats every Monday. The follow-ups that slip through every single week.

In 14 days, we'll hand back a working automation. Free. No deck, no discovery phase that lasts a quarter, no phase 1 scoping document.

If it works, we run it for you. If it doesn't, you've lost nothing and gained a very honest conversation about your processes.

0

days to working automation

$0

for your first POC

0

slide decks harmed

Day 0: show usDay 7: prototype liveDay 14: working output

Start where it hurts most.

Pick your department.

These aren't hypotheticals. They're patterns we build every week.

CRM Janitor

Logs calls, updates stages, fills the fields reps forgot. Your pipeline reviews finally reflect reality.

Deal Nurturer

Context-aware follow-ups that go out on time, every time. No deal goes cold because someone was busy.

Proposal Builder

Turns call notes into a tailored proposal draft before the prospect's coffee goes cold.

Lead Enrichment Agent

Every inbound lead arrives pre-researched: firmographics, tech stack, buying signals, talking points.

You don't buy software. You get a running automation.

Most automation projects die between the demo and the go-live. Ours don't, because we never hand you a toolkit and wish you luck.

Day 0

Show us

One call. You walk us through the process, we tell you what's automatable and what the ROI looks like. No 40-page assessment.

Days 1-14

We build

Our team designs, builds, and tests on phinite.ai with proper access controls, audit trails, and your data staying yours.

Day 15 ->

We run it

Monitoring, fixes, improvements, support. One monthly subscription. Your team gets the output; we keep the machinery humming.

Service-as-a-software. Automation-as-a-Service. Like having an automation team on staff, minus the hiring, the tooling, and the "who maintains this when Roshni leaves" problem.

From messy workflow to monitored AI automation.

LiveMonitoredHuman-in-the-loopAudit-readyPII protected

Input systems

ERP
CRM
Inbox
Spreadsheet
Chat
Classify
Extract
Validate
Route
Draft
Reconcile
Alert

Human-ready output

Exceptions only
Clean reports
CRM updated
Follow-ups sent
Audit log generated

We cut our teeth in the hardest room in the building.

Forged in finance.

We spent 10+ years automating for CFOs, where mostly accurate gets you fired and auditors check everything. 100+ clients, 250+ transformations. If our automations survive finance, your sales ops will be fine.

Enterprise-grade under the hood.

Powered by phinite.ai: bank-level encryption, full audit logs, role-based access, PII protection. Your IT and your auditors will actually like us.

14 days, not 14 weeks.

Pre-built automation patterns plus a platform designed for speed. You see working output before most vendors finish their proposal.

No lock-in theatre.

Month-to-month running. If we stop earning our keep, you stop paying. That's the whole contract philosophy.

Plays nice with everything you already use.

Your CRM, ERP, inbox, chat, spreadsheets. Automations sit on top of your existing stack. 600+ integrations, no rip-and-replace.

SalesforceHubSpotSAPDynamicsERPNextOdooTallyWhatsAppSlackTeamsGmailOutlookQuickBooksXeroShopifyStripeSalesforceHubSpotSAPDynamicsERPNextOdooTallyWhatsAppSlackTeamsGmailOutlookQuickBooksXeroShopifyStripe

0+

hours saved per month per client

0%

faster follow-ups

0+

companies served

0

days average POC-to-working-automation

FAQs

The practical questions your CFO, IT team, and ops lead will ask.

Yes. One automation, one process, free, 14 days. Once you see it run, the rest of the conversation is easy.

If it's repetitive, rule-based, or involves moving information between systems, it's a candidate. If it's truly not automatable, we'll tell you on the first call itself, pakka.

It stays in your environment. Phinite.ai provides enterprise-grade security: encryption, audit logs, access controls, PII redaction. We'll happily sit through your IT security review.

Perfect. Automations sit on top of your existing stack: 600+ integrations. No rip-and-replace.

We do. That's the service. Monitoring, fixes, improvements, one subscription.

A monthly subscription based on what's running, typically a fraction of a team's salary for automations doing the work of several. Exact number after we see your process.

That process won't fix itself.

One call. One process. Fourteen days. Zero USD/INR/SGD/AED. The only thing you risk is finding out how much time your team's been losing.

Or just email us the messiest process you own: automations@contetra.com