Not Just Consultants.
We Build What We Design.
CDM Automated Systems is a workflow automation consultancy that goes end-to-end. We don't hand you a strategy deck and walk away — we audit your operations, architect the solution, build it custom for your business, and manage it long-term.
Our Process
From first conversation to live system — here's exactly how we work.
Discovery & Audit
We start by understanding your business deeply. Our consultants map every manual process, identify bottlenecks, and calculate the true cost of your current operations.
Automation Strategy & Design
Using deep process analysis and our automation expertise, we design a custom solution architecture — no generic templates. Every system is built around how your business actually works.
Custom Build & Integration
Our developers build your solution from the ground up: custom dashboards, automated workflows, and API integrations with the tools you already use.
Ongoing Management
We don't hand you a manual and disappear. We host, monitor, and continuously improve your system so it scales with your business.
Engagement Models
Choose the level of involvement that fits your team and budget. Every tier starts with a discovery audit.
Advisory
The Blueprint Strategy
We design the architecture, you build the system. Ideal for businesses with internal IT teams or budget constraints who need expert direction.
What's Included
- Comprehensive Process Audit
- Custom Automation Roadmap (PDF)
- Software Stack Recommendations
- System Architecture Diagram
- ROI Projection Analysis
Best for: Businesses with internal IT teams or budget constraints.
Professional
The Custom Build
Custom software solutions built specifically for your business workflows. We handle everything from design to deployment.
What's Included
- Custom React/Node.js Applications
- Dedicated Database Environment
- Priority Support (24h SLA)
- 3+ Custom API Integrations
- Quarterly Strategy Reviews
Best for: Companies with unique workflows ($1M–$5M Revenue).
Enterprise
The Dedicated System
Enterprise-grade custom software with advanced security, dedicated infrastructure, and white-glove support.
What's Included
- Dedicated Server Environment
- Custom Security Compliance
- White-Glove Onboarding
- Unlimited Workflow Executions
- Escrow Code Protection
Best for: Franchises, Government, and Large Orgs.
We Know Your Industry's Pain Points
Every industry has its own operational headaches. We've mapped the most common ones — and built solutions for them. If you don't see your vertical, we've likely solved a version of your problem before.
Landscaping & Home Services
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
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
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
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
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
Pain points: Project tracking, subcontractor coordination, invoicing
- Project milestone tracking dashboards
- Subcontractor scheduling automation
- Progress photo & report workflows
- Automated invoicing & lien waivers