Waldman Systems builds automation and integration for small and mid-size businesses — using the tools you already have, without adding new platforms or complexity.
Every engagement starts with the tools you already pay for. No new platforms, no vendor lock-in.
Case aging reminders, follow-up tasks, field-work notifications, keyword email triggers, and daily briefings — built natively in Microsoft 365.
Bridge HubSpot CRM with Teams, SharePoint, and Outlook via Zapier. Tasks sync. Records update. Nothing falls through the cracks.
Replace Excel chaos with structured Microsoft Lists for time tracking, invoice management, and shared task boards inside Teams.
Draft replies, email summaries, case recaps, and SOP generation — with a human review step before anything client-facing goes out.
Every build includes a permissions audit, connector scope review, and full documentation of what has access to what.
Every engagement ends with clear documentation your team can maintain. No black-box automations, no dependency on us to keep the lights on.
No long commitments upfront. We start small, prove value, then scale into the builds that make sense.
Full audit of your tools, prioritized automation plan, permissions review, and cost estimates for every phase.
Start with highest-impact automations: case reminders, follow-ups, time tracking, and the task board. Tested and documented.
Layer in keyword email handling, invoice tracking, daily briefings, and AI-assisted drafting. Each phase scoped separately.
Monthly retainers available for maintenance, new builds, and on-call support after Phase 1 is complete.
A complete written automation plan, tool audit, permissions review, recommended build order, and scoped estimates for each phase.
Get Started →You see real value before committing to the full build. We can course-correct based on what your team actually needs — not just what looked good on paper.