About Smoothly Automation

We Build Systems That
Keep Working After We Leave.

Smoothly Automation is a business process automation consultancy based in Pampanga, Philippines, working with businesses worldwide. We set up your CRM, automate the workflows, produce your content, connect your tools, and build your website — then hand over each CRM, workflow and website build with a walkthrough or training, so the system belongs to you, not to us.

Why Smoothly Exists

Most businesses don't have a technology problem. They have a process that grew faster than the systems holding it together — and the gap gets filled by people remembering things.

That works until it doesn't. Leads arrive faster than anyone can chase them, the same data gets typed into three places, and the person who knows how everything works becomes a single point of failure. We started Smoothly to close that gap properly: not by adding another tool, but by connecting what's already there and documenting how it runs.

What We Care About

Process first
we map how you actually work before building anything
Documented
a walkthrough or training with every CRM, workflow and website build, so the system outlives the project
Honest advice
including when the answer is "you don't need us for this"

Who You'll Work With

A small team, which is deliberate. You deal with the people doing the work, not an account manager relaying messages.

Jerald Mark-Templin

Automation Specialist

Jerald builds the automation side of Smoothly: CRM systems in HubSpot, and the cross-tool workflows that connect them to everything else, on Zapier, Make, or n8n depending on what the job needs. He got here by being the person the manual work fell to — running a computer trading company, then property management, where a broken process isn't a diagram on a whiteboard. It's an order that never got placed and a call that never got returned.

He moved into CRM work in 2023, handling lead generation, data management, and pipeline building, and into automation itself in 2025. That order is the useful part: he spent two years watching where sales processes actually leak before he learned the tools that plug them. It is why an engagement starts with mapping how your business really runs rather than with a platform recommendation — the tool is the last decision, not the first.

Inside a CRM he designs workflows, sequences, and funnel architecture. Outside it, most of the skill is choosing correctly between platforms and then building so the choice holds up: Zapier when a workflow runs in a straight line and a non-technical team has to maintain it, Make when it branches or needs data reshaped mid-flight, n8n when it calls an AI step, needs custom code, or has to run self-hosted on your own server. Sometimes the answer is none of them — if the whole process already lives inside HubSpot, its own automation does the job and no middleware gets added.

Every workflow he ships has error handling on it, because an automation that fails quietly is worse than no automation at all — you carry on trusting a process that stopped working weeks ago. He builds the way he'd have wanted someone to build for him back when he was the one copying data between tabs late on a Sunday night: nothing hidden, nothing that only one person on the team understands, and everything written down before he hands it over. A system that only runs while he's watching it isn't finished — the point is that you stop thinking about it entirely.

HubSpot Academy Certifications

Avegail Tongol

Marketing Specialist

Avegail came to marketing through operations — administrative support, client outreach, and logistics coordination, where you see first-hand how a business actually attracts people and whether it keeps them. That order shaped how she works: marketing isn't a layer applied on top of a business, it's the part of the business a client experiences first.

She is HubSpot CRM trained in contact management, list organization, and pipeline follow-up, which means the campaign and the system underneath it get designed together rather than handed between people. Client communications, campaign support, and the internal process that keeps both organized are one job as far as she's concerned — because to the person on the other end, they are.

Her view is that good marketing isn't about making the loudest impression, it's about making the right one. The best systems are built around people, and the best marketing builds confidence long before anyone signs a contract.

Leenard Lacay

Webmaster

Lee didn't get into development because he wanted to write code. He was drawn to building things people actually use, and worked out early that software succeeds or fails on how naturally it fits someone's workflow — not on how many features it ships with.

He works across the whole stack in React, Next.js, TypeScript, and Node.js: interfaces, API integrations, business logic, performance, and the small details that decide whether something feels finished rather than merely working. Understanding the problem matters to him as much as implementing the solution, which is the same order the rest of our engagements run in.

What he cares about most is what happens after launch. Clean architecture and readable code are part of the product, not an afterthought — the real test is whether a system still makes sense months later to someone seeing it for the first time. Good engineering, in his view, is invisible: you shouldn't have to think about the technology, and nobody inheriting the work should have to fight it.

How We Work

Four things we do on every engagement, whatever the platform.

Understand Before Building

We map your existing data and current working process first — what happens today, who does it, and where it breaks. Solutions that ignore how you actually work get abandoned.

Recommend the Honest Tool

We build on HubSpot, GoHighLevel, Make, Zapier, and n8n — which means we have no stake in which automation tool you end up on. Sometimes the right answer is the automation already built into your CRM, and we'll say so.

Build It to Fail Loudly

The most common automation problem isn't complexity, it's silent failure. Every workflow we ship has error handling, so a break gets flagged and logged instead of quietly costing you leads.

Hand It Over Properly

CRM, workflow and website builds come with a walkthrough or training. Most automation work is handed over as a black box; ours is handed over as something your team can run, extend, and troubleshoot.

Who We Work With

Businesses that have outgrown manual process.

We work with service businesses, agencies, consultancies, e-commerce companies, and growing startups — based in the Philippines and internationally. The common thread isn't industry, it's stage: the point where the spreadsheet stops coping and nobody is quite sure which leads got followed up.

Our clients typically come to us for one thing — a CRM that's a mess, or follow-up that keeps getting missed — and stay because the systems hold. You can read how that played out for Pup Social, or see what clients say on our reviews page.

Let's Talk About Your Process

Book a free discovery call. We'll map where your process is leaking time and tell you honestly what's worth automating — and what isn't.

Book a Free Discovery Call