Business Systems, Automation & AI Makes Your Business Easier to Run, So you can...
Do What Matters
Do What Matters
We organize and automate the repetitive work behind your business, so your team saves time, follows up faster, stays organized, and has more capacity to grow.
THE PROBLEM
Your Business shouldn't depend on You for Everything
As businesses grow, so does the noise.
Leads need follow-up.
Customers need updates.
Employees need direction.
Reports need to be created.
Information needs to move between systems.
Tasks need to be assigned.
We Fix That:
Shefa builds the systems and automations that keep your business moving — even when you’re not personally pushing every button.
WHAT WE DO
We Make Businesses Easier to Run
Build Better Systems
We organize your CRM, sales pipelines, customer information, reporting, processes, and technology so your business has a strong foundation.
Automate Repetitive Work
We automate the tasks your team shouldn’t have to do manually — from lead follow-up and onboarding to reporting and internal workflows.
Put AI to Work
We integrate practical AI tools and agents into your business where they can save time, improve response times, and support your team.
Imagine if your business automatically...
Responded to every new lead.
Followed up when someone didn’t answer.
Reminded customers about appointments.
Updated your CRM.
Sent reports to management.
Reactivated old opportunities.
Onboarded new clients.
Alerted you when something needed attention.
Followed up on quotes and proposals.
Assigned tasks to the right employees.
That's what we do...
KEEP THE TOOLS YOU ALREADY USE
Shefa OS + Existing Systems
Are you using Zoho?
Great
Keep using Zoho and let Shefa connect with it to make your processes even more powerful.
Are you using Salesforce?
Great
Keep using Salesforce and let Shefa bring everything together for a smoother, more efficient workflow.
Are you using HighLevel?
Great
Keep using HighLevel and let Shefa enhance it with more automation, better organization and powerful integrations
We can organize, improve, and automate the systems you already have
Don’t have the right system?
We’ll deploy ShefaOS
Our managed business system built for small and growing companies.
Unlimited users. No additional ShefaOS platform fee.
What You Can Manage with ShefaOS
Leads
Customers
Sales pipelines
Follow-up
Appointments
Communication
Reporting
Automations
Workflows
Usage-based costs such as phone, SMS, email, WhatsApp, AI usage, premium integrations, and other third-party services are billed separately when applicable.
What You Can Manage with ShefaOS
Leads
Customers
Sales pipelines
Follow-up
Appointments
Communication
Reporting
Automations
Workflows
Usage-based costs such as phone, SMS, email, WhatsApp, AI usage, premium integrations, and other third-party services are billed separately when applicable.
HOW IT WORKS
Simple Process. Continuous Improvement.
STEP 1
Assess
We understand how your business currently works and identify bottlenecks, repetitive work, missed opportunities, and areas that depend too heavily on people.
STEP 2
Prioritize
We determine which systems and automations can create the most impact first.
STEP 3
Build & Automate
We build, configure, and deploy the workflows, systems, reports, integrations, and automations.
STEP 4
Improve
Every month, we continue making your business easier to run.
PRICING
Your Automation Team
Without Hiring One.
STARTER
$970/month
For businesses that want to improve a few important processes at a time.
ShefaOS
Unlimited users
Up to 2 new projects per month
CRM and pipeline support
Workflow improvements
Reporting support
System maintenance
Standard integrations
Ongoing support
Best for:
Small businesses beginning to organize and automate their operations.
GROWTH
$1,970/month
For growing businesses that want Shefa continuously improving multiple parts of the business.
Includes everything in Starter, plus:
Up to 5 new projects per month
More advanced workflows
Integrations
Dashboards and reporting
Lead and customer automations
Operational workflows
AI-enabled workflows where useful
Priority support
Best for:
Businesses ready to actively reduce manual work every month.
AUTOMATION DEPARTMENT
$2,970/month
For companies that want Shefa to function as their outsourced automation department.
Everything in Growth, plus:
Up to 10 new projects per month
Advanced automation
CRM optimization
Advanced integrations
AI workflows and agents
Operational systems
Advanced reporting
Priority development
Automation roadmap
Priority support
Best for:
Businesses that want ongoing automation across multiple areas of the company.
WHAT IS A PROJECT
What can We Build for you?
Lead follow-up workflow
Customer onboarding workflow
Appointment reminder system
CRM improvement
Sales pipeline workflow
Automated report
Standard integration
AI-enabled workflow
+ Many More
One defined business problem → one defined system or improvement.
Large custom software projects, advanced APIs, enterprise integrations, or major Salesforce/Zoho rebuilds may require separate scoping.
THE OUTCOME
A Business That's Easier to Run.
Most businesses already have the tools they need. The problem is that those tools, people, and processes don’t always work together — creating unnecessary manual work, missed follow-ups, and a lack of visibility.
Shefa connects the pieces so your business runs as one system.
Less repetitive work.
Automate the tasks that
slow you down.
Better organization.
Keep your data, people, and
processes in sync.
Faster follow-up.
Respond quicker and never
miss an opportunity.
Better visibility.
See what's happening
across your business.
More accountability.
Track your progress and make it
easy to stay on top of things.
More capacity to grow.
Free up time to focus on
what really matters.
Less dependence on the owner.
Build a business that runs smoothly,
with or without you.
Who we Help
Built for Growing Businesses
Shefa works particularly well with businesses where leads, customers, employees, and processes need to stay organized as the company grows.
Home Services
Professional Services
Real estate and construction
Commercial services
Healthcare businesses
B2B companies
Manufacturers and distributors
Franchises
Local service businesses
What Could Your Business Stop Doing Manually?
We’ll review how your business currently operates and identify:
You may be surprised how much of your daily work can be organized, simplified, or automated.
What can be automated
What should be better organized
Where leads or tasks are falling through the cracks
What is wasting your team’s time
What should be connected
Where AI could actually help
