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Our Workflow Automation

We automate your most time-consuming tasks

phima designs and implements workflow automation systems, CRM setups, and reporting pipelines for companies that have outgrown manual processes. We build the system. Your team runs the business.

90%

Time saved on reporting & data processes. From a full workday to a single update-button.

2-6w

Deployment duration: from first call to live solution on average

0

New software to learn.

We work tech-agnostic. 99% of improvement can happen wothout switching your system

15+y

At the intersection of data, tech & business operations. 

Learn more...

What we build.

Three practice areas. One delivery team. No handoffs, nor translation loss.

Workflow Automation & System Integration

We connect your existing tools and automate the manual handoffs between them. Client onboarding, invoice flows, task orchestration, approval chains - processes that currently run on copy-paste and spreadsheets.

KPI Dashboards
& Reporting

We build data products that turn raw operational data into decisions. From real-time dashboards to automated weekly reports - so management has the numbers it needs without asking five people for a spreadsheet.

CRM Setup
& Automation

We implement and configure CRM systems that actually reflect how your sales process works - not how the software assumes you work. Pipelines, automations, contact routing, and reporting built around your reality.

Manual

Manual Friction

Hours lost to copy-paste, data chasing,

and broken tool silos.

Blind Decisions

Management running on gut feel because data is trapped in silos.

The Headcount Trap

Growth means hiring more expensive people just to handle the manual load.

Automated

1-Click Autopilot

Repetitive workflows run automatically. Your stack works as one single system.

Real-Time Clarity

Live dashboards deliver instant data for confident execution.

Infinite Scale

Multiply operational capacity and scale output without adding headcount.

How we work

We work simple, fast and effective.

From first conversation to live system - in weeks, not quarters.

01

We map your workflows

In a 30-min call we find the tasks eating your team's time, afterwards we map the full workflow, identifying dependencies and optimization potential, like manual updates, disconnected tools, and missing automation.

02

We build the system

Custom automation, data pipelines, or AI tools that plug into what you already use. No new software to learn. Live in 2-4 weeks.

03

Your team gets time back

Repetitive work runs itself. Your people focus on what actually grows the business. We track results and iterate.

What teams typically come to us with.

Not sure if automation is right for you? These are the most common starting points.

01

Weekly reporting that requires pulling data from 4 different places

Someone spends half a day every Monday copying numbers from tools into a spreadsheet to produce a report that leadership reads for five minutes. A reporting pipeline makes that zero minutes.

02

Tools that exist in parallel instead of working together

Notion, HubSpot, Slack, Google Sheets, and two other tools are all in use - but data lives in each separately and no one trusts any single source. System integration connects them into one operating layer.

03

CRM that doesn't reflect how the sales team actually works

HubSpot or another CRM was set up generically and never adapted to the actual sales process. Reps work around it instead of in it. Pipelines don't match reality. Reporting is useless.

04

Every Onboarding takes forever and involves 10 manual steps

Every new client/ employee/ freelancer or project triggers the same emails, folder creation, Slack messages, and task assignments - all done by hand. One automation build eliminates 80% of that permanently.

Next  steps

Ready to stop the manual work?

Every project starts with a free 30-minute call. We come prepared with specific ideas for your situation. Fixed-price proposal within 48 hours, no surprises.

Let's work together

Tell us where
you're losing time.

We'll come prepared with ideas specific to your situation. No pitch, no pressure. Just an honest conversation about what automation could do for your business.

Where are you losing the most time?

Select at least one option.

No commitment required. Response within 48 hours.

Common Questions.

What if our processes are messy or not fully documented?

That is the typical starting point. You do not need to have a clear picture before the call,  we are good at finding the patterns and mapping them during the discovery session.

How long does a project take?

A focused automation build takes 2-4 weeks from signed proposal to handover. Larger system builds take 4-8 weeks. We deliver a timeline as part of the scoping proposal.

What happens after the project is done?

Every project includes a handover with documentation, so your team can operate the system independently. We offer a support window and optional ongoing retainers for teams that want continued iteration.

Do you work with companies outside of Germany?

Yes. We are based in Valencia and work with clients across the DACH region and broader Europe.

All project communication in German or English.

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AI Solutions For independenT Teams 

PHIMA TECH SL

Calle Carlos Cervera 14

46006 Valencia, Spain

Company

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