
Custom software · Internal product
Data Function CRM
A role-based sales portal with browser calling, texting and payments
View case studyTriage, routing, drafted replies for review, confirmations, reminders and scheduling. We automate the predictable parts of admin work and keep anything customer-facing under human approval.
Sound familiar?
Small businesses, professional practices and operations teams.
How we approach it
01
Incoming email sorted by intent and routed to the right person or queue, with the ones that need a human flagged.
02
AI-drafted replies from your templates and knowledge, reviewed by a person before sending for anything that matters.
03
Bookings, confirmations and reminders by email or SMS with consent, logged against the customer.
04
Volumes handled, response times and what still needs a person.
We are not resellers. We recommend the option that fits your needs and data constraints.
Proof
Real systems in production, with the business problem, what we built and how the client uses it.
Guides
AI & data
Fifteen repetitive processes small and mid-sized businesses automate most often, with what each looks like today, what to hand to software, when an…
Questions
Only if you choose that. Our default is AI drafts reviewed by a person, and fully automatic messages only for confirmations and reminders you have approved as templates.
Automated messages follow the consent and unsubscribe requirements of CASL as part of the design; we document the consent records the system keeps.
Related
Solutions
Leads arrive by web form, phone, email and walk-in and end up in three places.
Learn moreSolutions
Most customer questions are about status, hours, policies and how-to.
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Most teams already have access to ChatGPT, Claude or Copilot.
Learn moreFree consultation
A free 30-minute call is enough for us to tell you whether automation or custom software will pay off, what we would do first and roughly what it would cost. No preparation needed.
Or reach us directly:info@datafunction.ca+1 416-319-3884