Representative scenario
Lead follow-up workflow with too many manual handoffs
A representative operations scenario showing how Fortis would map a lead flow that relies on copying, checking, and delayed reminders.
Workflow examples
Understand the handoff before changing it.
These representative scenarios explain how Fortis approaches repeated work. They are examples, not customer results or performance claims.
Real estate
From first enquiry to the next milestone.
Give leads, viewings, and transaction handoffs a clear owner. Start with a bounded setup that fits the way your team works.
Explore workflows →Commercial cleaning
Keep the office and the next visit connected.
Organize site-assessment requests, approved quote follow-up, and visit issues. Your team keeps control of prices, appointments, and service decisions.
Explore workflows →Shopify retail
Bring the exceptions into a clear review path.
Surface orders, returns, and stock items that need attention. Use Shopify's native tools where suitable, with explicit rules and human decisions.
Explore workflows →A closer look at the process.
Representative scenario
Weekly reporting rebuilt by hand
A representative reporting scenario showing how Fortis would turn a repeated spreadsheet routine into a clearer scheduled workflow.