Business Automation for IT & Service Companies

Project management, client delivery, team collaboration, and sales CRM — everything an IT services company needs in one workspace.

Overview

IT and service companies need to manage multiple client projects simultaneously while keeping sales pipelines active and teams productive. Automate Business provides an integrated workspace where project delivery, client management, and team productivity work together.

Key Benefits

Why IT & Services Businesses Choose Us

Project-based task management with sub-tasks and checklists
Client-wise CRM pipelines for proposal tracking
AI-powered task creation from voice or text prompts
Group workspaces per project or client account
Remote team attendance with geo-fencing
Client feedback forms with CRM integration
Recurring tasks for maintenance and reporting
Performance dashboards with task scoring

Use Cases

How IT & Services Teams Use Automate Business

1

Project Delivery

Create groups per project. Assign tasks with sprints, deadlines, and priorities. Track progress with Kanban boards and timeline views.

2

Client Pipeline

Track proposals, contracts, and renewals in CRM. Auto-follow-up on WhatsApp when leads go cold.

3

Remote Team Management

Track login/logout times with attendance app. Manage leaves and work-from-home requests with approval workflows.

4

Service Feedback

Send post-delivery feedback forms to clients. Auto-route scores below threshold to account managers.

Measurable Results for IT & Services

70%

Team Productivity Increase

Teams using our apps report significant gains in output and collaboration.

40%

Time Saved in Operations

Automate repetitive tasks and focus on high-value work.

20%

Reduction in Operational Costs

Cut manual errors and streamline processes for real savings.

IT & Services FAQ

Can I manage multiple projects with different teams?

Yes. Create Groups for each project, add team members, and manage tasks, ideas, and resources in isolated workspaces.

Is there time tracking for employees?

Yes. The attendance app tracks login/logout times with location verification, providing reports for payroll and productivity analysis.

Ready to Automate Your IT & Services Business?

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