Four connected solution areas

Solutions built for the way you work.

Start with a focused service or plan for a connected business technology platform.

Solution 01

AI Services & Consulting

Hands-on implementation of AI tools and business automations.

  • AI receptionists and voice assistants
  • Chatbots and knowledge bases
  • Website design and CRM integration
  • Lead capture, SMS/email workflows, and employee training

Scope and third-party usage costs are quoted per project.

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What this can improve

Faster responses, better lead capture, and reduced administrative workload.

Consultation available
Solution 02

BizPromate AR

Keep invoices visible and streamline receivables workflows.

  • Invoice aging and status visibility
  • Approved customer reminder sequences
  • Owner alerts and reporting
  • Future accounting integrations

Does not include debt collection, legal services, or custody of customer funds.

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What this can improve

More consistent follow-up and clearer cash-flow visibility.

Pilot / coming soon
Solution 03

BizPromate Business OS

A central place to manage the customer journey and repeatable processes.

  • Contacts and lead pipelines
  • Scheduling and appointment follow-up
  • Team workflows and reporting
  • Integration-ready CRM operations

Features will be enabled in phases after testing.

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What this can improve

Fewer missed opportunities and more predictable operations.

Pilot / coming soon
Solution 04

BizPromate Compliance

Track business records, expirations, and administrative obligations.

  • License and insurance expiration reminders
  • Document organization and audit trails
  • Staff credential tracking
  • Industry-specific checklist templates

Tracking support only; not legal advice or a guarantee of regulatory compliance.

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What this can improve

Better visibility into renewals and documentation.

Pilot / coming soon