Platinum Invest is a company from the investment sector. Every day, they process dozens of client inquiries and present personalized investment share purchase proposals.
The team spent hours each day preparing documents. Client data was scattered across spreadsheets and emails, and each offer required multiple copy-paste steps and verification.
To optimize the sales process, increase team productivity by reducing the time required to handle each lead.
The solution was implemented within 10 business days using Airtable, Make, Google Docs, and Gmail. No coding was required.
"Autivo helped us to drastically increase efficiency of our sales department. With automation lead handling is much faster, and that lets us to sell more with the exact same costs level and team size."
We’ll show you how much time you could save and where automation can bring the biggest impact.
We’ll help identify processes worth automating in your company.
A set of simple, high-impact automations you can implement right away
Examples of solutions in companies similar to yours.
Less busywork, more business.
