Service
Document and process automation
We design automations on documents, approvals, mail, CRM, ERP and internal tasks to reduce operational friction.
Tell us about your projectDocument and process automation to remove manual work from the system
Most companies waste many hours on tasks that do not add value: moving data between tools, validating emails, renaming documents, generating repetitive reports or chasing scattered approvals. Automating well means designing stable, traceable processes that are compatible with how the team works.
At ForgeNEX we connect automation with real operations. That may involve forms, email, SharePoint, Teams, CRM, ERP, document flows, tickets, or specific integrations. The focus is not on “doing magic”, but on reducing administrative burden and increasing speed without breaking control or security.
Common areas
- Internal approvals and documentary circuits.
- Capture and classification of information from forms or mail.
- Data synchronization between CRM, ERP and work tools.
- Summaries, alerts, tasks and automatic tracking.
This service fits especially well with Microsoft 365 ecosystem, with AI agents for companies, with AI integrations and with verticals like NexGestion or Customized CRM when the process requires more specific logic.
What we do most
Our products
CRM, tasks, invoicing, time tracking, Pix and more, with one account.
Custom software and websites
If no standard tool fits, we build around the way you work and connect it to the tools you already use.
Microsoft 365 for business
Email, Teams, SharePoint and OneDrive, properly set up, migrated and secured. We are a Microsoft Partner.
Remote IT support
Remote IT support across Spain, with a report for every intervention.