The Team

Meet the Innovators Behind Your Success

Our team is the heart of everything we do. Comprising passionate experts, visionary leaders, and problem-solvers, we are dedicated to delivering the best SAAS solutions that help your business grow. Each member brings unique skills and insights, working together to create products that are reliable, scalable, and intuitive. Get to know the people who are committed to your success and innovation.

Growth.

Efficiency. Innovation. Empowerment.

Meet our team

Meet the Visionaries Behind Our Success

Lei Lani

Chief Operations Lead / Project Manager

Issa De Vera

Sales & Partnerships Lead

Risa Thomaz

Copywriter / Content Strategist

Betty Lopez

CRM Automation Specialist

Hadji Loreta

Web Designer / Funnel Builder

Mike Simon

Finance & Admin Coordinator

Career

Join Our Growing Team and Shape the Future of Innovation

Virtual Assistants (Remote)

Main Role: Handle admin tasks for your clients or your agency.
Key Responsibilities:

Respond to client inquiries

Manage appointment scheduling

Upload files and update CRM data

Monitor automation triggers and notify if issues arise

Full-Time | Remote | Flexible Hours

Integration & API Tech

Main Role: Connects all the moving pieces (CRM, email, Google, Stripe, etc.).
Key Responsibilities:

Handle Zapier, webhooks, and API setups

Troubleshoot tech errors or sync issues

Ensure cross-platform data accuracy

Build reusable integration templates

Full-Time | Hybrid | 9 AM - 6 PM

GHL Support Specialist

Main Role: Handle admin tasks for your clients or your agency.
Key Responsibilities:

Respond to client inquiries

Manage appointment scheduling

Upload files and update CRM data

Monitor automation triggers and notify if issues arise

Full-Time | On-Site | Monday to Friday, 10 AM - 7 PM

What exactly is PASTEL 8, and how is it different from a standard CRM?

PASTEL 8 is an Automation Consultancy and Implementation Service. We don't just sell software; we deliver a complete, customized solution.

While you could buy a CRM license yourself, we eliminate the headache of setup. We custom-build your responsive website, configure the entire CRM workflow, digitize your specific contracts and forms with e-signature capabilities, and program all the necessary automated sequences (booking, payment, follow-ups). We deliver a fully functional, profitable system ready for launch.

Which type of businesses do you specialize in serving?

We specialize in high-touch, service-based small businesses where administrative chaos and manual processes directly impact revenue and client trust.

Our core clients include:

Coaches and Consultants

Online Teachers and Tutors

Supervised Visitation Agencies

Small Service-Based Agencies

If your business relies on booking appointments, signing contracts, and managing client data, we can automate it.

How long does the setup process take, and when will I see results?

Our process is fast, efficient, and transparent:

Discovery & Strategy (1-3 Days): We map your ideal customer journey and define your core automation goals.

Configuration & Build (7-14 Days): We build the website, integrate payments, digitize forms, and program all automation workflows.

Testing & Training (3-5 Days): We conduct a full quality assurance test and provide two dedicated training sessions for your team.

You typically launch the core system in 2-3 weeks. You’ll see immediate results by eliminating manual scheduling and payment-chasing the day you go live.

Will automation make my business feel less 'human' or empathetic?

Absolutely not. This is one of the biggest misconceptions about automation.

Automation handles the friction, so you can focus on the relationship. Your clients crave speed for simple tasks (booking, paying, signing). By automating those low-value interactions, you free up your time to deliver the high-touch, empathetic service they actually need and are willing to pay a premium for when the conversation is complex or sensitive.

If needed, our Inbound VA Support can handle the "human-in-the-loop" tasks, ensuring every inquiry is treated with context and care.

What are the costs involved, and is the pricing flexible?

Our investment is structured to be predictable and scalable:

One-Time Setup Fee: This covers the intensive work of custom building and launching your system based on your chosen tier (e.g.,

Automation Starter or Professional Growth).

Recurring Monthly Fee: This covers all ongoing costs, including CRM user licenses, website hosting, platform maintenance, security updates, and dedicated technical support.

We offer tiered packages so you can start small and scale up your automation features as your business grows.

How is client data and document security handled?

Your system is built on a secure, industry-leading CRM platform. Secure Forms: All forms and contracts utilize secure sockets and e-signature technology to protect sensitive data.

Integrated Storage: Documents uploaded by clients are automatically filed within their secure contact profile and can be integrated directly to your private Google Drive folder for secondary backup and easy access.

Privacy: We configure your system to meet modern data security standards, ensuring client confidentiality and peace of mind.

What if I need technical support or changes after the system is launched?

Ongoing support is a core component of our partnership and is covered by your recurring monthly fee (Phase 4).

This includes:

Technical Assistance: Troubleshooting and resolving any platform-related issues.

System Maintenance: Ensuring all integrations, security protocols, and hosting remain functional.

Optimization Consultations: For higher tiers, we include quarterly check-ins to review system performance and adjust automation rules based on real-world client data.

Automation ensures you're not losing money every time you get busy.

Want extra help? We offer trained VAs to manage client communications, follow-up, admin, and more — fully integrated into your CRM.

We are committed to helping businesses thrive through innovative automation solutions. We empower businesses to streamline operations, make data-driven decisions, and unlock growth potential.

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