Work with experts to evaluate, develop, and scale your operations
Companies often do not review how they currently perform work to check for areas for improvement. Improvement of current processes can result in an increase of more than 30% in daily productivity. Our experts can work with your team to find areas of improvement that can result in better performance.
After an evaluation of your current workflow, solutions are developed to improve productivity and performance. We work with your team to determine the best practices with StartingPoint to implement to make work easier for your team and improve customer satisfaction.
The goal of improving efficiency and workflow is to be more productive, increase performance, and gain more revenue through growth. We aim for continuous improvement by working with you and your team to scale for growth and revenue increases to allow your team to perform its best.
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.
Use automated rules with templates to quickly streamline actions, tasks, and notifications within your team and customers
Manage your customers engagements using tasks, time tracking, approvals, conditional logic, escalations, and share with your customer
Track and respond to customer questions and requests to measure customer satisfaction
Assign your team and your customers tasks to complete objectives in a collaborative way
Create proposals for prospects or current customers utilizing AI to drive revenue
Use a simple CRM to manage your leads, pipeline, invoice, and see a full lifecycle of your customers
Assign work to team members who have available hours based on current or upcoming work
Securely allow customers to upload, retain, and file documents to be shared between your customer and your team
Allow your executive team and management to know the health of all customers at any time
