Save time on the work your team keeps doing manually.

Tolly helps handle follow-ups, approvals, reports, customer records, and other repetitive tasks that slow the business down.

Start with a free report. No card. No sales call unless you ask.

Works with the tools you already use

Slack
Gmail
HubSpot
Stripe
Sheets
Notion
Airtable
Calendly

Salesforce
Shopify
Zapier
Linear
Asana
Zendesk
Mailchimp
Google Calendar

Explore integrations →

Before and after

What changes when the busywork is handled.

Five places your team stops doing things by hand once Tolly is in place.

FromManual intake

Clear next step

Forms, emails, and PDFs come in and end up where they should — without anyone copy-pasting.

FromScattered tools

Connected work

The customer tools, inbox, documents, and spreadsheets your team already uses, working together instead of in separate tabs.

FromUntracked approvals

Clear decisions

Approvals leave the side conversations. Each yes or no is recorded with who, when, and why.

FromOne-off reports

Reports that are ready

The reports your team rebuilds every week show up on a schedule, with numbers you can trust.

FromMissed follow-ups

Nothing gets forgotten

Every lead, deal, and customer has a clear next step — so nothing slips because no one remembered to check.

What Tolly helps with

Work your team can stop doing by hand.

Tolly helps with sales follow-up, customer records, approvals, documents, reports, and internal tools — using the apps your team already has.

Where your team is losing time

The everyday bottlenecks we hear about most. If any sound familiar, we can probably help.

Sales & marketing

Your team closes deals, not data-entry tickets. We stop the copy-pasting, the forgotten follow-ups, and the hours lost moving info between tools.

Fit score 98 avatar

Approvals & sign-offs

Important decisions shouldn't get stuck in someone's inbox. The right people review, approve with one click, and nothing slips through.

Invoice Received

Finance Approved

Sarah

Customer support

Route requests to the right person and draft answers your team can send in one click — no more re-typing the same reply.

Where is order #4821?

Drafted reply ready

Paperwork & connecting tools

Invoices, contracts, intake forms — when info needs to move between systems, we wire the pipes so nobody has to retype it.

Brief it once

Tell Tolly what slows your team down. We handle the rest.

"When a lead comes in, find the useful details, draft the follow-up, and ask me to approve it." You describe what should happen — Tolly handles the work using the tools your team already has.

Live activity

One place. Works with the tools your team already pays for.

Gmail

HubSpot

Sheets

Notion

Slack

Salesforce

Activity

What ran in the last few minutes.

Invoice from Acme matched to PO #1042.now
Finance approval queued in #ap-approvals.12s
Renewal follow-up drafted for J. Patel.1m
Q3 cohort cells refreshed in Pipeline.2m
Refund under $500 routed automatically.4m
Lead score updated on 18 accounts.5m
Onboarding ticket created from intake.6m
Ticket #5538 escalated to a human.7m
Reply drafted for billing question.9m

Tasks

Setup

From briefing to first run.

Tell Tolly what should happen~4 min
Connect your tools~6 min
Watch it run in the apps you already use~4 min

~14 minto first run

What you get back

Less manual follow-up.

Clear next steps replace inbox triage. Tracked work replaces sticky notes. Recorded decisions replace side chats. You see the work moving instead of chasing it.

What it covers

Handles repetitive work
Routes invoices, refunds, and hand-offs so nobody copy-pastes.
Uses the tools you have
Plugs into the apps your team already pays for — no replacements.
A person says yes
Anything risky pauses for a quick yes-or-no from a real human.

Tolly only sees the parts of each tool a piece of work needs — not full-account access.

Less manual customer work

Sort approvals, leads, reports, and follow-ups.

Eight things your team stops doing by hand once Tolly is in place — using the customer tools, inbox, and messaging apps your team already has.

Knows your prospects before you call

Tolly researches the company, the team, and the recent news — so every rep walks into a call already up to speed.

Drafts that sound like you wrote them

Outbound emails personalized to the actual account, in your team's voice. You read it, tweak if needed, send.

Your CRM stays clean on its own

Notes, contact details, deal history, and call summaries get filled in automatically. No reminders to update the system.

The right lead to the right person

Tolly checks territory, account fit, and who's been working the relationship — then hands every new lead to the rep who should own it.

Calls turn into records, not chores

Every call is recorded, summarized, and the to-dos are pulled out and saved — no scrambling to type notes afterward.

Catches buying signals early

Watches who's on your site, what they're reading, and who's opening your emails — so reps reach out at the exact right moment.

A person approves anything risky

Discounts, refunds, executive outreach, and anything customer-facing pause for one tap from a real human before they go out.

Lives inside the tools you already use

HubSpot, Salesforce, Gmail, Outlook, Slack — Tolly works inside the apps your team already opens every morning. Nothing new to learn.

How the work gets done

How the work gets done.

A request comes in, Tolly organizes it, prepares the next step, asks for approval when needed, and keeps a record of what happened.

1. Intake

A lead, form, email, or document arrives. Tolly captures it, structures it, and starts a tracked workflow.

What happens:

Forms, inbox, CSVs, and webhooks all routed in
Every record gets a tracked workflow run
No more manual copy-paste between systems

2. Audit

Tolly looks at the company, the person, and the context — researching the account so the next step is informed.

What happens:

Company research from web and connected sources
Evidence saved with every step
Context handed to the next stage

3. Qualify

Tolly scores fit against your rules — territory, account size, signal — and routes the record to the right person.

What happens:

Structured qualification with reasons
Owner assigned based on your rules
Nothing sits in an unsorted queue

4. Draft

Tolly drafts the email, the follow-up, or the document — written in your team's voice, ready for review.

What happens:

Personalized to the actual account
Edit in place, no separate tool
Drafts pinned to the workflow run

5. Approve

Anything risky pauses for a yes or no in Slack. Routine work runs in the background. Every decision is logged.

What happens:

Approve or reject in one tap
Auditable record with who and when
Stale drafts fail closed

6. Send

Tolly sends the email, updates the CRM, posts the Slack message, or writes the record — inside the tools you already use.

What happens:

Sends through your existing inbox and CRM
At-most-once delivery, no duplicates
Failures surface, never silently retried

7. Report

Every run rolls up into reports your team can trust — pipeline, throughput, approvals, and time saved.

What happens:

Scheduled reports with consistent numbers
Open any run and see what happened
Operational control your team can verify

Automation insights

Practical workflow ideas, in your inbox.

Every two weeks: short guides on automating manual CRM work, connecting your tools, and replacing fragile no-code automations with durable software.

Frequently asked questions

What kinds of work do you typically automate?

Repetitive, manual operations: copy-pasting between systems, sorting leads, compiling compliance reports, routing internal approvals, and linking scattered apps. If your team executes a workflow the same way every time, we can automate it.

How long does it take to build something?

Most projects go from discovery to a fully working production system in 2–6 weeks. We scope every workflow up front so you see clear timelines before we write any code.

What does it cost?

We quote a flat fee based on what we build and how much manual labor it replaces. There are no ongoing seat licenses, platform fees, or long-term lock-ins. You own the code.

Do I need to be technical to work with you?

No. We handle everything technical. Your team explains how the business process works in plain English, and we translate that into production-ready software.

Turn your workflows into software.

Tell us about the manual task that wastes the most hours every week. Tolly will look at it and send back a practical report with what to automate first.