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CRM Solutions & Automation
Automated systems that connect your tools, streamline client management, and save time.
CRM & Automation
Sales CRM & Pipeline
Automated CRM for tracking leads, opportunities, and customer interactions.
- Automated lead management with real-time updates and reminders.
- Integrated data from email, calendars, and CRM tools for a complete view.
- Customizable dashboards that adapt to your sales process.
- Automated reporting and insights for sales performance.
CRMAutomationSales
Sales CRM Dashboard
Finance Dashboard
Finance CRM & Insights
Unified financial dashboard for tracking accounts, expenses, budgets, and currency exchange.
Finance CRM Dashboard
- Automated financial tracking with integrated data from accounting tools.
- Real-time financial insights and automated reporting.
- Customizable dashboards for financial performance analysis.
FinanceCRMAutomation
Analytics Dashboard
Analytics CRM & Insights
Data-driven CRM with interactive charts, KPIs, and configurable tables for actionable insights.
- Automated data integration from multiple sources for comprehensive insights.
- Customizable analytics dashboards for tracking key performance indicators.
- Automated alerts and notifications for important metrics.
AnalyticsCRMAutomation
Analytics CRM Dashboard
Custom Web App
WozPrep Practice Platform
Highlighting, timing, analytics, and a content pipeline for MCAT.
Exam flow & breakdown
- Automated data integration for student performance tracking.
- Customizable analytics for educational outcomes.
- Automated notifications and alerts for student progress.
EducationAutomationAnalytics
Let’s Build Together
Ready to Streamline Your Workflow?
Tell us what’s slowing you down. Whether you need help with intake, client management, or automation; we’ll refine what you have, replace what you shouldn’t keep, and bring everything together into one smooth, reliable system.