Can you automate follow-ups?

Yes. We build automated routing and follow-up sequences with the level of human oversight you want.

Industries

Software for professional services firms

Systems that streamline client delivery — from first inquiry to invoicing.

Common challenges

Inquiries scatter across inboxes, follow-ups depend on memory, and the pipeline is hard to see clearly.

Client-facing tools often look less polished than the advisory work they support.

Systems Straxis can build

Lead intake and follow-up automation, client portals with secure document exchange, and CRM extensions tuned to how partners sell.

Time tracking, proposal workflows, and reporting that reflect how the firm actually operates.

Frequently asked questions

Yes — Salesforce, HubSpot, and custom backends via API integrations, or a standalone workflow that syncs with them.

Related industries

Legal Services

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Matter management, client intake, and document automation.

Financial Services

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Fintech apps, client portals, reporting, and secure transaction systems.

Local Service Businesses

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Websites, booking, lead intake, and operations tools.

Related technologies

n8n

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Self-hosted workflow automation and integration orchestration.

Supabase

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Open-source backend platform built on PostgreSQL.

Next.js

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React framework for server rendering, static sites, and full-stack apps.

Related case studies

AutoPilot CRM

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Lead intake, follow-up automation, and sales operations workflow — so no opportunity slips through the cracks.

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