Less Human Thinking More Human Delivery

Use AI-driven workflow automation to manage your professional and shared services team's tasks and customer activities in one flexible tool—set up in under 10 minutes.

Client Engagement
SIMPLIFIED.
Streamline Client Engagement for service-based companies and teams.

"80% Of Employees Waste Half an Hour a Day Retrieving Information"

Source: Fortune 100 Mobility for Businesses With 1,000 or 100,000,000 Assets

USE AN ALL-IN-ONE SOLUTION TO MANAGE YOUR END TO END OPERATIONS

is a streamlined workflow automation solution tailored for professional services and shared services companies and teams. Use workflow and AI to use a simple CRM, customer onboarding templates, project management templates, helpdesk ticketing, resource scheduling, file storage, and communication—all in one platform. With easy deployment and no task requiring more than five clicks, it is designed with business leaders and teams in mind being the ultimate solution for efficiency.

Workflow automation

Use automated rules with templates to quickly streamline actions, tasks, and notifications within your team and customers

Helpdesk and CSAT

Track and respond to customer questions and requests to measure customer satisfaction

Task Management

Assign your team and your customers tasks to complete objectives in a collaborative way

AI Proposal Builder

Create proposals for prospects or current customers utilizing AI to drive revenue

CRM and Invoicing

Use a simple CRM to manage your leads, pipeline, invoice, and see a full lifecycle of your customers

Resource Scheduling

Assign work to team members who have available hours based on current or upcoming work

File Storage

Securely allow customers to upload, retain, and file documents to be shared between your customer and your team

Management Visibility

Allow your executive team and management to know the health of all customers at any time

our Customers

Our clients performance after StartingPoint

+60%
Increase in productivity
+27%
Project success rate
+25%
Monthly ticket response

our Customers

WHAT CLIENTS SAY

“We required a software that would help us create efficiency between our 400+ offices and a few of our core departments to simplify communication, workflow,and track all requests. StartingPoint solved these challenges and more. Our team is exponentially more productive, and we are able to see all of our team activity in an easy way”

Chris Trujillo
Director of Workforce Development, Employbridge

“As a team of distributed agents and team members, we struggled with management of the team and their activities for clients and our firm. StartingPoint helped us streamline the communication, manage the assignment of duties, and increased our performance to improve our productivity for our firm. StartingPoint has made life easier.”

Sean Velasquez
Managing Owner, American Income Life, a division of Globe Life

“As a consultant and coach of several clients it was difficult for me to manage everything occurring across multiple software apps. StartingPoint fixed that for us. It enabled us to have one central location of all communication, projects, goals, task lists, and client files to share with our clients and with other team members. Simple to use. Easy to implement. It has created efficiency and higher client satisfaction for our firm.”

Dr.Erin Oksol
Managing Director, The Psychology of Mission

Our software is designed for professional and shared services teams to operate through simple, lean, streamlined workflows allowing team members to focus on revenue, delivery, and efficiency and not complicated processes with difficult enterprise software.

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industries

Shared Services Teams
Support & Operations Teams
Non-Profit Organizations
Schools and Universities
Professional Services Firms
Consulting Firms

CHOOSE YOUR PLAN

Basic

$

49

99

per Month
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MOST POPULAR

Pro

$

99

99

per Month
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Enterprise

$

149

99

per Month
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pricing

STARTER PLAN

$

49

99

per Month
GET STARTED
REQUEST A DEMO

STARTER PLAN

$

49

99

per Month
GET STARTED
REQUEST A DEMO

STARTER PLAN

$

49

99

per Month
GET STARTED
REQUEST A DEMO

STARTER PLAN

$

49

99

per Month
GET STARTED
REQUEST A DEMO

client engagement

White-Labeled Interface

Usage Reporting

Premium Support

Management Visibility

Team Management

TESTIMONIALS

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