Elfatrany Design

CRM · Payments · Data sync

Small Business Automation & Workflow Integrations

Still retyping orders from one app into another? We map how your business runs, then build the integrations and automations that do that work for you.

Free, 30 minutes, no obligation. Prefer to write? Talk to us.

  • 5.0 on Google
  • Founded 2011
  • No-code or custom, whichever fits
Sammy Elfatrany, founder of Elfatrany Design, Asheville NC
Sammy ElfatranyFounder · Designer · DeveloperYou work with me directly, from the first call to launch.

Most small businesses don’t have a software problem. They have a connection problem. There’s a CRM, a booking tool, a payment processor, a spreadsheet, and an inbox, and none of them share information. So you end up doing it. You copy a name from one tab to another, chase a payment by hand, and type the same order in three times.

That work is small and constant, and it costs more than it looks. It eats hours, it causes mistakes, and deals slip when a follow-up never goes out. We fix this by connecting and automating the tools you already pay for. You don’t need another subscription, just the ones you have talking to each other.

Small business owner on the phone while working on a laptop in her studio, juggling orders across separate tools

What we automate

These five areas are where small businesses lose the most time, and where automation pays for itself fastest. For the step-by-step version, start with our guide to automating your business workflows.

CRM integration.

Leads, contacts, and deals live in one place and sync with your forms, inbox, and calendar on their own. Nobody types a lead into three systems again. Planning one? Our CRM integration checklist walks through what to prepare first.

Payment & booking flows.

Stripe checkout, invoices, deposits, and scheduling linked up. A client books, and the payment, the confirmation email, and the calendar hold all happen without you.

Data sync between tools.

We connect your CRM, CMS, spreadsheets, and other platforms so a change in one shows up everywhere else. You stop being the go-between.

Scheduled & triggered tasks.

Weekly reports that build themselves, reminders that go out on time, records that update overnight. The recurring jobs that slip when the week gets busy.

Custom internal tools.

Sometimes off-the-shelf software almost fits. For the gap, we build a small dashboard, form, or admin tool around the way your team already works.

Spending hours a week moving data between tools? A free 30-minute audit shows where automation pays off.

Zapier and Make consulting: when no-code is enough, and when it isn’t

Agencies rarely say this out loud: a lot of the time you don’t need anything custom. A no-code tool like Zapier or Make will do the job for a fraction of the cost. If that’s your situation, we’ll set it up and step aside.

We won’t sell you a custom build you don’t need, and we’ll push back on requests that don’t make sense. Before we quote anything, we’ll tell you which side of the line you’re on and why. The full decision framework is written up in custom software vs. off-the-shelf.

A no-code tool (Zapier / Make) is usually enough when:

  • You’re linking two or three popular apps in a simple, step-by-step sequence.
  • Volume is modest and the logic is simple (“when X happens, do Y”).
  • What those platforms support out of the box covers everything you need.

You’ll get more from a custom build when:

  • The logic has lots of conditions or is specific to how your business works.
  • You’re running enough volume that per-task pricing on no-code tools gets expensive.
  • You need something the standard connectors can’t do: a custom internal tool, a deep two-way data sync, or a flow that touches your own database.
  • A flow quietly breaking somewhere between two vendors would cost you real money.

Most clients end up in the middle: a few no-code automations plus one or two custom pieces that justify their cost. We’ll point your budget at custom work only where it makes a measurable difference. For actual numbers on both sides, see what automation costs for a small business.

How we work

The same team plans it, builds it, and supports it afterwards. Nothing gets passed to someone else halfway through.

1

Discovery.

We look at how the business runs today: the tools, the open tabs, the manual steps, the things that keep breaking. Then we work out where the hours go.

2

Map the workflow.

We map the process before automating any of it. You see the current workflow next to the one we’re proposing, so every change is clear before anything gets built.

3

Build & integrate.

We connect the tools, set up the automations, and build any custom pieces. Each flow is tested against real cases, including the odd ones that never come up in a demo.

4

Support & refine.

Automations need looking after. We monitor what we built, fix it when something upstream changes, and adjust the workflows as your business grows.

Not sure if you need custom work or just Zapier? We will tell you on the call.

Built by people who actually ship the technology

Automation is only as reliable as the engineering behind it. We’re a design and technology agency. We build custom websites on modern stacks, integrate CMS platforms (Sanity, WordPress, headless setups), set up Stripe payments, and connect third-party APIs routinely. Plenty of agencies outsource that plumbing. We do it ourselves.

We also know what it looks like when the technology fails, and how to fix it. When a client’s WordPress site got hacked, we walked through how to tell, what to do, and how to lock it down. Every integration we build gets the same hands-on attention, with nothing glossed over.

That’s one part of what we do. For the rest, see our technology & integration services.

Client Reviews

What our clients say.

5.0From 17 verified Google reviews

Working with Sammy gives you the dual advantages of having someone who always keeps the big picture of your mission in focus…

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Lester GoodmanALM

Sammy was fantastic to work with for purposes of website design. Not only was he organized and timely on delivery of all…

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Justin ParkJustin Park Racing

I’ve worked with Sammy Elfatrany for the past 7 years at Northwell’s Mather Hospital. He manages our website, has built…

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Christine SantiniNorthwell Health · Mather Hospital

I can’t recommend Sammy enough. Not only is he a talented artist, but he is ethical, kind, and has an amazing…

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Deborah FaroneFarone Advisors

Sammy has built two websites for my businesses over the past six years and has been an exceptional…

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Pria Alpern, PhDManhattan Center for Trauma Studies

Elfatrany Design was a real life saver when we needed a logo, website and brochures for our baking business. Sammy always…

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Miriam GarciaMinah Sweet's

Working with Sammy is fantastic. He is so knowledgeable and helpful and covers so many aspects.

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Sabine A. MertesSelect Caribbean Properties

Sammy has been helping with my website for several years, troubleshooting and checking security, and…

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Laura WhitfieldAuthor, Untethered

Working with Sammy at Elfatrany has been an absolute pleasure from the start. He is incredibly…

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Mara DeFilippisFounder, Tata Tattoos

Sammy is the best designer I’ve ever worked with! He’s done two of my websites, my logo, and several…

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Jacqueline E. Boone6 Months to Live

Elfatrany Design has been an invaluable partner to Oliva Therapeutics for many years, helping us…

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Michael TurnamianOliva Therapeutics

I’ve worked with Elfatrany for years on clients with In The Lights and the past year with Dance Loft…

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Amber HenrieDance Loft 14 · In The Lights

Always so fast to help and super knowledgeable. He has been able to help when others couldn’t figure…

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Tanya FletcherSterling Transitions

Working with Sammy at Elfatrany Design has been nothing short of exceptional. He is a true master of…

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John T. Mather Memorial HospitalPort Jefferson, NY

Workflow automation FAQ

Do I need to replace my current tools?

Almost never. The goal is to get the tools you already pay for working together: your CRM, booking system, payment processor, and spreadsheets. We start with what you have and connect it. We'll only suggest replacing something if it truly can't do the job and is holding everything else back. Even then, we'll explain why plainly instead of pushing an upgrade.

Can you work with Zapier, Make, and other no-code tools?

Yes, and we often recommend them. If Zapier or Make handles your problem reliably and cheaply, that's the right call, and we'll set it up for you. We only build custom when the logic, the volume, or the reliability really requires it. You get the recommendation that fits your situation, even when it's the cheaper one.

How much does workflow automation cost?

It depends on how many systems we're connecting and how custom the logic has to be. A handful of no-code automations is often a low-four-figure project. Deeper custom integrations and internal tools cost more, depending on scope. Ongoing monitoring and refinement come through our care plans, which start at $255/mo. Once you have an active project or retainer with us, extra work is available in hour blocks at $100/hr. Every automation project is scoped and quoted up front, so the price doesn't change on you later.

Do you offer ongoing support?

Yes. Automations need someone looking after them, because tools change, APIs get updated, and odd cases turn up. Our care plans (from $255/mo for maintenance, $425/mo with foundational SEO) cover monitoring, fixes, and adjustments, so the workflows we build keep running as your business grows. You won't be left with a system nobody on your side can maintain.

Tell us what’s eating your time.

Book a free 30-minute workflow audit. We’ll map where automation pays off, what it’d take to build, and what it would cost. No obligation, and we’ll tell you if you don’t need us.

We’re Listening.

Tell us about your project and we will come back with a real number. Or book a call and talk it through.

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A 30-minute call with me, then a free audit

First, a 30-minute call so I understand your business and goals. Then I put together a free audit for you, at no cost and with no obligation. It covers: