Sphynx Automation
Accepting new clients
Gold
United States, Florida, Naples
Solution Partner Company Size
- 2-4 employees
Project Budget
- $251 - $500
- $501 - $1,000
- $1,001 to $5,000
- $5,001 - $10,000
Minimum Spend
- Minimum spend of $100
Free Discovery Call
- Yes
Services
- Fixing a few Zaps (1-10 Zaps)
- Learning more about Zapier before signing up
Service Regions
- United States (only)
Language
- English
Tools Most Commonly Worked With
- ActiveCampaign
- Acuity Scheduling
- Calendly
- Constant Contact
- DocuSign
Industries Primarily Served
- Banking & Financial Services
Employee Size Primarily Served
- 1-10
Sphynx Automation is a certified Zapier partner
Sphynx Automation helps RIAs, Financial Planners / Advisors and other service-based financial professionals like accountants, bookkeepers and CPAs save time and make more money by implementing custom automations into their unique, existing processes.
Service / Products:
- DIY Courses and templates $25-$2,500
- Hourly coaching sessions $300/hour
- Custom Automation Services / Projects $500-$15,000 (complexity-based)
Requirements:
- Clear goal / solution you are pursuing
- Documented workflows and processes
- A single point of authority
Common Applications: Wealthbox, Redtail, Quickbooks, Calendly, Acuity, Mailchimp, MailerLite, Dubsado, Kajabi, Process Street, Jotform, Trello, Hubly, Asana and more
Media
Reviews
5
24 reviews
Arielle is the consummate professional and technical genius.
Jan 30, 2021
Sphynx Automation did an end-to-end commercial brokerage loan application for us. The project followed a best-in-class project approach and was completed ahead of schedule and under budget. I would never hesitate to refer Sphynx Automation to anyone with any type of automation project and would happily engage them on any and all future projects.
Thanks for a job well done, I wish you tremendous continued success.
Problem Solvers
Dec 23, 2020
Sphynx Automation is absolutely brilliant when it comes to problem solving and making your business run more efficiently. I had one meeting with them and within minutes, they found a solution through the power of Zapier and of course, their seasoned expertise in turning on the business autopilot.
Best Automation Team EVER!
Dec 21, 2020
Arielle and her team at Sphynx Automation are the best! They completely automated my business using Zapier which has single-handedly grown my business 5x! I will be a Zapier member forever because of the work that Sphynx automation did for my business.
Very responsive and did a great job!
Dec 17, 2020
We used sphynx several months ago to integrate our emailing system with a lead generation system and well as jot forms and our CRM. Pretty tricky stuff if you ask me!
They did a great job and also helped us test and fix issues as they arose until it worked perfectly.
Sphynx did a terrific job leading our automation project!
Oct 02, 2020
We hired Sphynx to automate several parts of our firm (Values Added Financial) discovery process for potential clients. They integrated our CRM, a process management tool, Calendly, MailChimp, and more via Zapier and everything works well and harmoniously. Whenever there is a hiccup (usually caused by one of the software providers tweaking how it works) they are available with expertise, kindness, and expeditious help. We'd happily hire them again--actually we just did hire them again to help align our systems with new workflows as we've grown.