Catalytics Automation

BACKGROUND

I am the Operations Director of Chaves Perlowitz Luftig LLP

Chaves Perlowitz Luftig LLP stands out as one of the most esteemed real estate and estate planning firms in New York City. Our team comprises top-rated real estate attorneys and estate planning professionals, equipped with extensive knowledge, resources, and connections to assist you in achieving your goals and planning for the future. For decades, New Yorkers have trusted our attorneys to develop smart strategies for: Residential and Commercial Real Estate Transactions, including buying and selling residential and commercial property, banking and lending matters, commercial leasing, and landlord-tenant matters, including lease drafting, pre and post-acquisition due diligence reports, and a range of other matter types. Estate Planning, we offer a comprehensive range of estate planning vehicles including trusts, wills, powers of attorney, healthcare proxies, and other instruments that can be used to preserve assets, protect your legacy, and ensure your wishes are clear. Our firm takes a forward-thinking approach to every matter, evaluating all the options, opportunities, and potential challenges that our clients may face. As our clients expand and adjust their real estate portfolios, we ensure their assets and intentions are protected through strategic estate planning. To discuss how we can help you, contact Chaves Perlowitz Luftig LLP to speak with a seasoned attorney.

OPPORTUNITY / CHALLENGE

• Streamline documents into Airtable
• Reorganize Airtable functions
• Create an Invoice generator
• Create contact extraction

SOLUTION

Online Search

• High ratings
• Pricing fit our budget
• Great culture fit

1 Employee

We had a fantastic experience working with Camilo on our Airtable setup and AI automations. His expertise in Airtable and AI-driven automation is truly exceptional. He has an expert-level understanding of both platforms and knows how to create smart, customized solutions that streamline workflows, improve efficiency, and simplify day-to-day operations. Camilo was incredibly knowledgeable, professional, responsive, and patient throughout the entire process. He took the time to understand our business needs and was able to turn complex ideas into practical, user-friendly systems. His ability to integrate AI automation with Airtable and identify opportunities to improve our processes was especially impressive. What really stood out was his attention to detail, creative problem-solving, and ability to explain complicated technology in a way that was easy to understand. He was always available to answer questions, troubleshoot issues, and make adjustments to ensure everything worked exactly as we needed. Camilo is a true expert in his field, and his work has made a meaningful difference in how we operate. We truly appreciate his dedication, professionalism, and hard work. We would highly recommend him to anyone looking for advanced Airtable solutions, AI automation, or workflow optimization. An absolute pleasure to work with!

RESULTS & FEEDBACK

The project resulted in significant improvements in efficiency, organization, and overall workflow management. Through Camilo's expertise in Airtable and AI automation, we were able to streamline multiple processes, reduce manual data entry, minimize repetitive administrative tasks, and improve the accuracy and accessibility of information. The automations helped save valuable staff time, improve communication, and create more consistent and reliable workflows across our team. We also gained better visibility into projects, tasks, and data, allowing us to track progress more effectively and operate more efficiently. While we have not formally quantified the time savings, the reduction in manual work and improvements in productivity have been noticeable. Camilo's solutions have provided us with a scalable foundation that continues to add value to our daily operations.

yes..always on time.  If something was going to be delayed, he was always communicative.

Virtual Meeting

level if expertise and guidance

no

BACKGROUND

Please describe your company and position.

I am the CEO of Casa Blui LLC

Describe what your company does in a single sentence.

Ecommerce 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Catalytics Automation to accomplish?

• Content Management
• Social media

SOLUTION

How did you find Catalytics Automation?

Online Search

Why did you select Catalytics Automation over others?

High ratings

How many teammates from Catalytics Automation were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

catalytics has been an amazing partner for all software and automation work we do at Casa Blui. They helped us map out and implement airtable, make custom automations that save hours of time per week for our operational team using make, and also improved our actual analytics infrastructure. Camilo and team are super diligent, responsive, and very much ROI driven. Strongly recommend working with the team, feels like they are an extension of mine rather than just a 3rd party agency.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

we save hours of employee time per week on repetitive tasks that have been automated and have significantly improved our data management, quality, and reporting

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Always on time and super responsive. 

What was your primary form of communication with Catalytics Automation?

Virtual Meeting

What did you find most impressive or unique about this company?

They are super hands-on from start to finish. They tailor solutions carefully to your business requirements. Not a one size fits all type shop running playbooks. Very solid team throughout, didn't feel like I was being handed off to folks that are junior and inexperienced. 

Are there any areas for improvement or something Catalytics Automation could have done differently?

N/A

BACKGROUND

Please describe your company and position.

I am an assistant and systems administrator of advanced research institute

Describe what your company does in a single sentence.

we are a clinical research company who regularly markets Clinical research studies, and actively recruits eligable participants across multiple states

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Catalytics Automation to accomplish?

• to build out an airtable base for for tracking recruitment

SOLUTION

How did you find Catalytics Automation?

Online Search

Why did you select Catalytics Automation over others?

• Pricing fit our budget
• Great culture fit
• was very update to date on Airtable features and options

Describe the scope of work in detail. Please include a summary of key deliverables.

Camilo built and maintained the ARI Recruiting Platform a custom Airtable-based CRM for tracking clinical trial leads through the recruitment pipeline (Prescreen/Disqualified → Screened → Enrolled), including integration with marketing ad spend data. Key Deliverables Core CRM/lead-tracking system built out on Airtable, including the Administration view for marketing and lead-performance visibility Ad Spend & Cost Per Lead integration for budget/performance tracking Lead pipeline structure and status workflows (Prescreen, Disqualified, Screened, Enrolled) 13 active automations spanning Recruitment, Clinical, and Meta Insights workflows within the base Ongoing bug fixes and refinements (e.g., tag/indication dropdown population, unassigned-leads filtering) based on team feedback

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• functional leads and marketing metrics tracking
• timely bug fixes
• provided a higher visability into recruitment efforts

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Camilo was very punctual with meetings and deliverables. he put effort into understanding our needs, and pivoted when needed. he provided helpful tips and new ideas during the build process.

What was your primary form of communication with Catalytics Automation?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

this what my first time working directly with an outside devloper, Catalytics Automation made the process straightforward and asked pertinent questions when needed. his quick turnaround time was impressive!

Are there any areas for improvement or something Catalytics Automation could have done differently?

none I can think of. he was great! would absolutely recommend him to another company or consider him on other projects.

BACKGROUND

Please describe your company and position.

I am the CEO of Cirrus Capital Partners

Describe what your company does in a single sentence.

Expert capital advisors to the lower-middle market; Raise non-dilutive capital with more optionality, in less time, at the market's best rates and terms. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Catalytics Automation to accomplish?

• Automate origination and underwriting processes
• Segment two core businesses
• Build robust reporting

SOLUTION

How did you find Catalytics Automation?

Referral

Why did you select Catalytics Automation over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Catalytics Automation were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Weekly sprints to support the bifurcation of our two main businesses and build robust automation sets and reporting around each

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Cut onboarding time by 55% on average and increased retention across partners/affiliates by 117%

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They consistently met deadlines, if not delivered work earlier than anticipated. They also ensured to check in frequently so we could offer feedback in an ongoing fashion, which is important on larger more complex projects

What was your primary form of communication with Catalytics Automation?

Virtual Meeting

What did you find most impressive or unique about this company?

I was impressed with their cost, turnaround time, and work output.

Are there any areas for improvement or something Catalytics Automation could have done differently?

None that I can think of