Solutions
Agents, workflow automation and custom software are listed by the work they take on and by the industries they serve.
By capability
Solutions are grouped by the work they take on.
From the first call to the final invoice, each solution takes routine work off the team.
- 01
Agents & Assistants
Agents that handle one defined workflow with the company's data and tools, and a person approving anything that sends, signs or pays.
- 02
Voice & Communications
Voice agents and texting that answer calls, book appointments, follow up with callers and pass urgent calls to staff.
- 03
Sales & CRM
Lead response, quotes, proposals and CRM upkeep, so every inquiry is recorded and followed up by someone.
- 04
Finance & Revenue Operations
Invoicing, payables, collections and job costing, connected to the accounting system so nothing is entered twice.
- 05
Document & Records Automation
Incoming email attachments and scanned paper read, named, filed and indexed, with a person reviewing anything unclear.
- 06
Operations & Workflow Automation
Scheduling, dispatch, field updates, approvals and status tracking connected into workflows the team can see and control.
- 07
Custom Software & Operating Systems
Custom software built around the company's process, from internal tools and portals to one platform joining CRM, billing and documents.
- 08
Integration & Systems Architecture
Connections between software already in use, so data moves between phone, CRM, accounting and field tools without re-entry.
- 09
Websites & Digital Experience
Website design, redesign and care, plus booking and request forms that feed the schedule and CRM.
- 10
Marketing, Content & Social
Social posting, email campaigns, local listings and review requests, planned and scheduled with approval before anything is published.
- 11
Managed Services & Support
Monitoring, tuning, activity records and a monthly report for each system, with the client's team holding the off switch.
By industry
Each industry gets systems matched to how it works.
A dental practice, a contractor and a machine shop lose time in different places, so each gets a different system.
Medical Practices
Phone intake, scheduling, patient forms and billing follow-up, with staff in charge of anything clinical.
Dental Practices
Booking, recall, insurance verification and patient forms for dental offices, with the front desk in charge.
Veterinary Practices
Appointment booking, vaccine reminders and client communication for animal clinics.
Chiropractic & Physical Therapy
New-patient intake, scheduling and care-plan follow-up for chiropractic and therapy clinics.
Home Services & Trades
Calls, estimates, dispatch, paperwork and invoicing for roofing, HVAC, plumbing, electrical and field service companies.
Construction & Contracting
Contract checks, progress billing, job costing and document control for general contractors and specialty subcontractors.
Manufacturing & Machine Shops
Quoting, order entry, purchasing, job costing and quality records for job shops and small manufacturers.
Law Firms
Intake calls, case-system entry, inquiry replies, engagement letters for signature, invoicing and unpaid-invoice follow-up for law firms and solo practitioners.
Property Management
Maintenance requests, rent collection and tenant communication for property managers.