Workflow Automation for Consultancy Firms
Keep your firm organized, automate the flow of information, data, and work across your internal and remote teams, and make more educated decisions with AI-powered workflow automation.
Common workflows for Consultancy Firms:
Supercharged CRM
Instantly increase leads, customer retention, conversions, and sales revenue with an end-to-end automated custom CRM. Fully understand the customer journey through a structured pipeline to manage relationships more effectively and efficiently.
- Always Up-To-Date: Automatically enrich your customer's data, so you understand the lead's history, pain points, budget, and more.
- Valuable Insights: Increase profitability by understanding all aspects of your sales funnel, including relevant KPIs, drop-off points, and more.
- Improved Client Satisfaction: Create a seamless sales system by offering a simple end-to-end process,
Unify Your SaaS Stack
Join all your systems together so that all your business's departments operate as one unit. No longer email spreadsheets or files from one team to another - all data is available to all relevant teams at all times.
- Increased Collaboration: Keep all teams up-to-date and improve cross-department communication.
- Remove Redundancies: Get rid of old, outdated processes that cost you time, and money.
- Reduce Human Error: No longer worry about data loss or manual entry mistakes; our system automatically moves data across your platforms.
Portals & Digital Interfaces
Offer a digital portal where clients can quickly and conveniently input information and data to provide a better service and reduce the workload of your staff. Reduce tedious back and forth, and ensure all information is valid and present at each stage of the process.
- Enhanced Client Satisfaction: Clients will love the easy, step-by-step process of onboarding, especially in today's busy world.
- Reduce Effort & Save Time: Eliminate the hours of communication, allowing your employees to work on more important tasks.
- Accurate Data: Nobody will put in more accurate information than your client - avoid human error and mistakes that come with manual communication.
The Ultimate Solution for Unifying Your Company operations
Connect all of your teams together to operate as one streamlined, functional unit. Gain a birds-eye-view of your organization so you understand your entire business.
Revolutionize Your Business
Connect all of your company's departments, from marketing to sales, operations to production, finance, and more. Ensure all teams are using relevant, up-to-date information without tedious and time-wasting back and forth.
Stay Coordinated and Aligned
Keep your teams in perfect sync as clients move through your funnel. Automatically pass data, such as tasks and assets, to the appropriate department as clients advance along your workflow.
All Your Data in One Place
Provide unique, real-time dashboards to each team, along with one central, unified dashboard where you can view the true status of your entire business. Reduce reporting overheads and provide real-time data to clients and talent.
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What Our Clients Are Saying,
and why they love working with us!
Glenn Tucker
Left Lane Capital
Bobak Emamian
Debut Capital
Blake Oswalt
Toba Capital
Chris Walton
Eton Venture Services
Not sure how workflow automation can help?
Are you interested in discovering how automation can transform your business overnight? Then look no further, this eBook is packed with ideas, best practices, case studies and tips and tricks to spark your imagination and optimize your workflows.
Learn the A-Zs of automation, and how you can leverage it in your business!
Work with certified experts in over 100+ no-code tools
By using these tools we move 10x faster than development teams, and once we hand the project off to you, you can easily make changes as your company grows without needing to hire expensive engineering talent.
