What’s Inside Our Systems

Each Cotiam System comes preloaded with powerful automation modules that save time, improve accuracy, and scale your business effortlessly.

✅ Business-first approach — we speak operations, not tech jargon
✅ AI-powered, no-code automations — fast to deploy, easy to maintain
✅ Measurable ROI — hours saved, delays reduced, clients retained
✅ Scalable with your growth — start with one workflow, expand over time

Growth System Modules

Turn leads into paying clients automatically

Lead-to-Invoice Workflow

The Problem:
Too much manual data entry between forms, CRMs, and invoicing. Leads are lost, invoices delayed, and cash flow visibility suffers.

The Solution:
Cotiam connects your entire sales and billing flow into one seamless automation:

Captures new leads automatically
Uses AI to qualify and score them
Creates client records and deals in your CRM
Generates and sends invoices instantly when a deal closes
Tracks payment status and reminders in real time

Value & Savings:

Saves 8–12 hours per month of admin time
Prevents lost leads and delayed invoices
Improves billing accuracy and cash flow tracking
Delivers faster client onboarding and smoother sales handover

Smart Invoice & Follow Up

The Problem:
Chasing overdue invoices manually takes time, energy, and often damages relationships.

The Solution:
Cotiam’s AI-powered follow-up system monitors unpaid invoices, drafts polite reminder emails, schedules follow-ups, and logs all communication automatically.

Value & Savings:

Cuts 90% of manual payment-chasing effort
Reduces late payments by up to 50%
Improves cash flow predictability
Keeps your team focused on service, not collections

Cotiam Scale System Automations

Simplify client management and boost team productivity

Updates & Reporting Assistance

The Problem:
Client communication is inconsistent. Updates are delayed or forgotten, creating frustration and churn risk.

The Solution:
Cotiam automates all client reporting:

Gathers updates from Trello, Notion, or your CRM
Uses AI to write clear, friendly summaries
Sends weekly or monthly updates automatically
Stores every report for easy reference

Value & Savings:

Saves 2–4 hours per client, per week
Improves transparency and client trust
Increases client retention by up to 30%
Frees managers from repetitive reporting work

Task & KPI Tracker

The Problem:Managers waste time checking progress and chasing updates manually.

The Solution:

The Scale System connects your project tools to generate automated progress summaries:

Aggregates open and completed tasks

Identifies overdue items automatically

Sends a daily or weekly digest to team leads

Value & Savings:

Reduces internal meetings by up to 30 %
Keeps everyone aligned with zero effort
Saves 4–6 hours of management time each week
Improves accountability and delivery predictability

Cotiam Command System Automations

Run your business on autopilot with AI-driven insight and control

Inventory & Order Automation

The Problem:
Manual inventory tracking leads to stockouts, over-ordering, and wasted hours checking levels.

The Solution:
Cotiam builds smart automations that:

Monitor stock quantities in your sheets or tools
Send alerts when levels drop below target
Auto-draft reorder emails for suppliers
Generate weekly inventory summaries

Value & Savings:

Prevents stockouts and costly downtime
Reduces excess inventory by 15–30%
Saves 5+ hours per week of manual stock checks
Improves supplier communication consistency

Weekly Digest & Recap

The Problem:
Owners lose hours reviewing emails, chats, and meetings just to stay up-to-date on operations.

The Solution:
Cotiam’s AI assistant summarizes the week automatically:

Reviews inbox, calendar, and client interactions
Extracts key wins, issues, and next actions
Sends a Friday “Business Recap” email in clear English

Value & Savings:
Saves 2–3 hours weekly of review time
Improves decision-making with clear insights
Provides peace of mind — know what’s happening without digging through data