bpa.

The time is now. No more spreadsheet CRMs! We will analyze. your operations, modernize and enhance. your workflows and business processes to streamline operations and succeed.

book a call.

Do you like puzzles? We do. We are experts at leveraging modern automation and ai tools to fit the pieces together and improve your business processes

ai chatbots.

Engage your website visitors, collect & validate information to pass only the most qualified leads to your sales team
Answer the most commonly asked questions immediately, freeing up your team to focus on more productive tasks
Allow your customers to interact with your catalog of products and services via chatbot in realtime. Provide product information, order & shipping updates, and more without tying up your valuable human assets

crm automation.

Automatically create new leads and contacts in your CRM from a variety of data sources
Automatically sync customer data between your CRM and other business applications
Send automated follow-up emails, tasks, and notifications based on customer activity

marketing automation.

Automatically segment your email list and send targeted campaigns
Create personalized content recommendations on your website using customer data
Automate content creation and trigger social media posts based on new content, events or product launches

sales process automation.

Automatically route new leads to the right sales rep based on territory, product interest or other criteria
Automate sales quoting, contracting and invoicing processes with e-signature integration
Automatically respond to social media comment or direct messages. Collect emails and sent lead magnets, promotional materials or other content

hr & employee onboarding.

Automatically provision new employee accounts, devices, and access based on their role
Send automated welcome emails, training assignments, and check-in tasks for new hires
Collect and route employee information like timesheets, expenses, and time off requests

finance & accounting

Automatically pull financial data from your accounting software into reports and dashboards
Trigger bill payments, late payment reminders, and other accounting workflows
Sync financial data between your accounting system, bank, and other business apps

it & helpdesk automation.

Automatically route IT support tickets to the right team based on the issue type
Provision and deprovision user accounts and access based on employee status changes
Automatically generate reports on help desk performance, response times, and ticket volumes

business process automation.

bpa.