CodeNook
CodeNook helps small businesses save time and grow with AI tools that streamline customer communication and workflow.
Forms/chat capture enriched with lookups, routed to your CRM with dedupe & alerts via a platform of your choosing.
Auto confirmations, reminders, and post-call tasks (docs, quotes, tickets) triggered by events.
Sync data between apps (Sheets, EHR/CRM, email, Slack), generate summaries, and keep records tidy.
30β45 min call to map goals, workflows, and systems.
We propose flows, integrations, and KPIs with a fixed quote.
Implement, test, and iterate quickly with weekly check-ins.
Deploy and measure impact.
Sample workflow library coming soon.
Smart lead capture and routing with automatic follow-ups. +41% lead-to-opportunity rate.
Automated patient triage and appointment scheduling. β55% admin time/week.
Intelligent customer support with instant order updates. +28% CSAT, β47% human tickets.
Pick a time that works for you. We'll discuss goals and the quickest wins.
β’ 30 minutes on Zoom or phone
β’ We map your current workflow and tools
β’ Clear next steps and planning integration