Industry
Professional Services
Service businesses lose time on lead management, proposals and client communication that should be automated.
Typical problems
- Leads fall through cracks between channels
- Manual proposal and document creation
- No client portal for project visibility
- Time tracking and reporting done in spreadsheets
Digital opportunities
- Automated lead capture and qualification
- Client portals and project dashboards
- Document and contract automation
- AI knowledge base for client support
What we build
CRM and pipeline automation
Client portals
Document workflows
AI assistants for internal knowledge
Example
Lead → qualification → CRM → proposal → client portal — fully connected workflow.