Custom Software Solutionswith Built-In Automation

Save Time, Boost Revenue

We don't just connect apps. We build custom dashboards, client portals, and management systems that automate your entire workflow from end to end. Ongoing management and updates included.

Maximum Efficiency For Small Business Owners
What We Can Do For You

We Don't Just Consult.
We Build Your Solution.

CDM is a workflow automation consultancy that goes beyond strategy. We audit your operations, design the system, build it custom for your business, and manage it — so you can focus on growth, not admin.

Landscaping & Home Services

Common pain points: Scheduling, quoting, follow-up, crew management

  • Automated job scheduling & dispatch
  • Instant quote-to-invoice workflows
  • Customer follow-up sequences
  • Crew time tracking dashboards

Professional Services

Legal, Accounting, Consulting

Common pain points: Client onboarding, document workflows, billing

  • Digital intake & e-signature automation
  • Document generation pipelines
  • Automated billing & payment reminders
  • Client portal dashboards

Healthcare & Wellness

Dental, Chiropractic, Therapy

Common pain points: Appointment management, patient communications, intake forms

  • Appointment reminders & rebooking flows
  • Digital intake form automation
  • Insurance follow-up workflows
  • Patient communication sequences

Retail & E-commerce

Common pain points: Inventory tracking, order management, customer follow-up

  • Real-time inventory alert systems
  • Order fulfillment automation
  • Abandoned cart & win-back campaigns
  • Multi-channel sync dashboards

Real Estate

Common pain points: Lead nurturing, listing management, contract workflows

  • Lead capture & CRM auto-population
  • Listing update automation
  • Contract & document workflows
  • Client follow-up sequences

Construction & Trades

Common pain points: Project tracking, subcontractor coordination, invoicing

  • Project milestone tracking dashboards
  • Subcontractor scheduling automation
  • Progress photo & report workflows
  • Automated invoicing & lien waivers

Nonprofits & Associations

Common pain points: Member management, event coordination, communications

  • Member database & CRM integration
  • Event registration & reminder flows
  • Grant tracking dashboards
  • Automated donor communications

Don't see your industry? We work with businesses across all sectors.

Why Choose CDM?

We deliver measurable results with custom-built software, transparent pricing, and ongoing management.

Save Time

Reclaim 20-100 hours per month by automating repetitive tasks and workflows.

Boost Revenue

Improve cash flow and collection rates with automated follow-ups and reminders.

Scale Efficiently

Grow your business without proportionally increasing administrative overhead.

Guaranteed ROI

If we don't save you 2x your monthly fee in 90 days, we'll refund your setup cost.

ROI Calculator
See how much you'll save with automation
2employees
$

Albuquerque avg: $18.81/hr

Full-time: 40 hrs/week

Current Annual Costs

Staff Wages:$74,880
Benefits (25%):$18,720
Overhead:$16,000
Total:$109,600

With CDM Professional Tier

Setup Fee (Year 1):$10,000
Monthly ($2,497 × 12):$29,964
Year 1 Total:$39,964

Annual Savings

$69,636

ROI

174%

Payback Period

1.7 months

*Calculations include wages, benefits (25%), and overhead ($8K/employee). Year 2+ savings increase as setup fee is one-time.

Managed Operational Infrastructure

We offer flexible engagement models to fit your needs, from strategic blueprints to fully managed systems.

Advisory
The Blueprint Strategy

Includes

Process Audit & Roadmap

Model

You Build It

Most Popular
Professional
The Custom Build

Includes

Bespoke Software Solutions

Model

We Build & Host It

Enterprise
The Dedicated System

Includes

Dedicated Infrastructure

Model

Fully Managed

Ready to Automate Your Small Business?

Schedule a free consultation with our business automation experts. We'll identify time-consuming tasks and show you exactly how much time and money automation can save your business.

First 10 clients get 20% off setup fees!