New form template training courses available!

image11
  • Home
  • About Sphynx
    • Team
    • Process
    • FAQ
  • Services and Products
    • Templates and Courses
    • Coaching and Consulting
    • White Glove Automation
    • Ongoing Maintenance
  • Free Resources
  • Schedule Time
  • Client Portal
  • More
    • Home
    • About Sphynx
      • Team
      • Process
      • FAQ
    • Services and Products
      • Templates and Courses
      • Coaching and Consulting
      • White Glove Automation
      • Ongoing Maintenance
    • Free Resources
    • Schedule Time
    • Client Portal
image12
  • Home
  • About Sphynx
  • Services and Products
  • Free Resources
  • Schedule Time
  • Client Portal

Sign Up for Our Automation Mini-Course

Discount Links

business process automation software Sphynx Automation

JotForm - No discount but we love JotForm!

https://www.jotform.com/?referral=5aFt1U0DJW

Dubsado - 20% off first month or year of service

https://www.dubsado.com/?c=sphynx

Moo.com - 25% off first order

https://refer.moo.com/s/arielle95

Gusto - $100 Amazon gift card

https://gusto.com/r/arielle441

Otter.ai - One month premium pass

https://otter.ai/referrals/A9CJXXV9

Hubly - 30% off for first year of service

https://www.myhubly.com/  and mention we sent you

Downloadable PDFs

Essential Automation Tips

Download PDF

Financial Advisor CRM Comparison

Financial Advisor CRM Comparison

Side by side comparison of Salesforce Financial Services Cloud, Wealthbox and Redtail CRM

Download PDF

Financial Advisor Workflow Software Comparison

Financial Advisor Workflow Software Comparison

Side by side comparison of Wealthbox Workflows, Process Street Workflows and Hubly

Download PDF

Copyright © 2019 Sphynx Automation  - All Rights Reserved.

  • Terms & Privacy