Lead & CRM Automation
Capture, qualify, route, and follow up with leads without relying on manual handoffs.
Forms · CRM pipelines · Email follow-upDiscuss this service ↗ Practical systems for real operations
Automation and reporting systems for growing service businesses.
ReyAnalytics helps businesses automate repetitive workflows, connect scattered data, improve lead follow-up, and build decision-ready reporting.
Built around your current toolsAutomationAnalyticsWeb
CONNECTED WORKFLOW●
◎
NEW INQUIRYLead captured automatically
Now◇
CRMQualified, routed & tracked
2 sec✓
FOLLOW-UPPersonalized response sent
Done Workflow healthy24/7
ILLUSTRATIVE WORKFLOW · ALWAYS CONNECTED
LESS MANUAL. MORE MOMENTUM.Don’t just imagine it.
Don’t just imagine it.
Put it in motion.
One inquiry. Four connected steps. Try a sample workflow and see how your tools could work together.
AUTOMATION PLAYGROUNDINTERACTIVE DEMO
- Capture the inquiryWebsite form → new leadWaiting
- Organize the opportunityLead → CRM pipelineWaiting
- Follow up automaticallyCRM → personalized emailWaiting
- See the bigger pictureActivity → reporting dashboardWaiting
Ready when you are. Add a sample lead to start.
Simulated workflow with sample data. No contacts are created or emails sent.
ROperations overview
SAMPLE DATAYOUR BUSINESS, CONNECTEDThis week ↓
Captured leads12This week
Follow-ups8Completed
Workflow activityLast 7 days
M
T
W
T
F
S
S
Waiting for your sample leadClick “Add a sample lead” to connect the dots.
A little less busywork.A lot more visibility.
Your workflow. Your tools. Connected around your business.
Let’s build yoursWHAT WE SOLVE
Start with the business problem, not the software.
Choose one costly bottleneck. We’ll design a dependable system that removes it and fits the way your team already works.
Reporting & Data Systems
Turn scattered spreadsheets, CRM exports, and operational data into dependable reporting.
Dashboards · Data pipelines · KPI reportingDiscuss this service ↗Payroll & Document Automation
Automate calculations, personalized documents, delivery, and recurring administrative work.
Commissions · PDFs · Email deliveryDiscuss this service ↗Websites & Internal Tools
Build focused websites and practical web tools around a real business objective.
Lead funnels · Portals · Operations toolsDiscuss this service ↗SELECTED WORK
Systems built around measurable operations.
Examples from real reporting, payroll, CRM, and workflow projects—focused on what changed for the business.
01
ROOFING OPERATIONS
Sales, marketing, and production reporting in one system
Challenge: Management data was spread across JobNimbus, lead sources, and spreadsheets, making performance difficult to track consistently.
Solution: Built an automated data flow and a seven-page dashboard covering the sales funnel, marketing efficiency, production, and profitability KPIs.
JobNimbus · Python · Google Sheets · Looker Studio4,230+CRM contacts processed
02
PAYROLL AUTOMATION
Repeatable payroll statements without repetitive preparation
Challenge: Commission calculations, individual statement creation, and employee delivery required substantial recurring manual work.
Solution: Automated data preparation, calculations, PDF generation, matching, delivery, and processing logs with built-in safety checks.
Python · Excel · PDF generation · Outlook250–300statements per payroll run
03
LEAD AUTOMATION
A connected lead journey from inquiry to follow-up
Challenge: New inquiries needed consistent capture, qualification, CRM routing, notifications, and timely follow-up.
Solution: Designed lead forms, pipeline stages, automated opportunity creation, email sequences, reply handling, and status updates.
GoHighLevel · APIs · Email automation · CRM workflows24/7workflow availability
ABOUT REY
A technical partner who understands the business behind the data.
I’m Rey Lorenzo, a Computer Engineering graduate and data analyst who builds practical automation, reporting, and web systems around real business operations.
My work spans sales and marketing analytics, CRM data, payroll processing, Python automation, dashboards, APIs, and workflow design. The goal is always the same: less repetitive work, more reliable information, and a system your team can actually use.
PythonSQLPower BILooker StudioGoHighLevelAPIs
HOW IT WORKS
Clear from first conversation to working system.
No oversized rebuild by default. We start with the smallest coherent solution that can create measurable value.
Discover
We map the current process, identify the costly bottleneck, and define what a better result should look like.
Build & test
ReyAnalytics creates the simplest dependable solution that fits your existing tools and team.
Launch & improve
You receive a tested system, clear handoff, and practical support for measuring and improving the result.
COMMON QUESTIONS
Before we get started.
What kinds of businesses do you work with?+
ReyAnalytics is designed for growing service businesses, especially teams with manual lead, reporting, payroll, or operations work. We can also solve focused workflow gaps inside larger organizations.
Do we need to replace our current software?+
Usually not. The first goal is to make better use of the tools you already have, then connect or extend them only where it creates clear value.
Can we start with one small workflow?+
Yes. Starting with one expensive or repetitive bottleneck is often the fastest way to prove value before expanding into a larger system.
How much does a project cost?+
Scope depends on the process, systems, data quality, and level of support required. The initial workflow assessment is free, and you receive a clear recommendation before committing.
Can you work with an international team?+
Yes. ReyAnalytics is based in Davao City, Philippines and works remotely with businesses worldwide.
FREE WORKFLOW ASSESSMENT
Tell us what’s slowing you down.
Share the process, report, website, or workflow you want to improve. Rey will review it and respond with practical next steps—no pressure.
- ✓ Free initial assessment
- ✓ Clear scope and recommendation
- ✓ Usually responds within one business day