Marketing agency

  1. Sales Outreach
  2. Lead nurturing
  3. Proposal creation
  4. Contracts creation
  5. Client OnBoarding
  6. Project Management
  7. CRM
  8. Ad creation
  9. Ad publishing
  10. Content creation
  11. Reporting/Dashboard
  12. Payments and Invoicing

Real Estate

  1. Sales Outreach
  2. Lead nurturing
  3. Proposal creation
  4. Contracts creation
  5. Client OnBoarding
  6. Tenant onboarding
  7. Payment reminders
  8. Portfolio Management
  9. Accounting

Accounting

  1. Sales Outreach
  2. Lead nurturing
  3. Proposal creation
  4. Contracts creation
  5. Client OnBoarding
  6. Payroll
  7. QuickBooks, Gusto, Xero integration
  8. Payments and Invoicing
  9. Bank & Account Reconciliation

Law Firms

  1. Client OnBoarding
  2. Billing/invoicing
  3. Time tracking
  4. Document creation and analysis
  5. Client communication
  6. Due diligence
  7. Legal research
  8. Contract review and management

SaaS

  1. Sales Outreach
  2. Lead nurturing
  3. Contracts creation
  4. Marketing automation
  5. Accounting and bookkeeping
  6. Human resources automation

eCommerce

  1. Reporting/Dashboard
  2. Ads, Shopify data scraping
  3. P&L creation
  4. Competitors moniroting

B2C

  1. Supply chain management
  2. Inventory management
  3. Supply and demand planning
  4. Order management
  5. Returns processing

Health Care

  1. Patient scheduling
  2. Claims processing
  3. Reporting and data entry
  4. Records management
  5. Customer service and remote car

Insurance

  1. Sales Outreach
  2. Lead nurturing
  3. Proposal creation
  4. Contracts creation
  5. Client OnBoarding
  6. Risk assessment and analysis

Financial Services

  1. Sales Outreach
  2. Lead nurturing
  3. Proposal creation
  4. Contracts creation
  5. Client OnBoarding
  6. Compliance and risk analysis
  7. Banking operations
  8. P&L creation

Recruiting

  1. Sales Outreach
  2. Lead nurturing
  3. Proposal creation
  4. Contracts creation
  5. Client OnBoarding
  6. Candidates outreach
  7. Job openings scraping