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INVOICES & BILLING
Before:
Admins manually create invoices after each job, email them to clients, and follow up if unpaid — often days or weeks later. It's tedious, easy to forget, and slows down the payment cycle.
Solution:
Automatically generate and send invoices the moment a job is marked complete. Trigger polite, timed reminders at intervals if payment isn’t received — without lifting a finger.
Impact:
Speeds up cash flow, eliminates manual busywork, and ensures no invoice falls through the cracks.
CALL FOLLOW-UP & CRM
Before:
After sales calls, reps often forget to log notes or update statuses. Important details and follow-ups get lost. Managers have no visibility. The CRM is always out of date. Deals stall or disappear altogether.
Solution:
Automatically transcribe sales calls, summarize key insights, and log everything to the CRM. Instantly create next-step reminders and notify reps in Slack, email, or task tools — without requiring any manual input.
Impact:
Keep your CRM clean, your pipeline moving, and your team focused. No missed follow-ups. No lost notes. Just faster, more consistent deal progress. Sales managers gain full visibility, reps stay accountable, and opportunities close faster — with less friction.
LEAD FOLLOW-UP
Before:
New leads sit untouched in inboxes for hours – or worse, days. By the time someone replies, the customer has moved on. Reps forget, respond inconsistently, or lose deals due to slow follow-up.
Solution:
Auto-send a personalized email and text to every new lead within seconds, 24/7 – including nights and weekends.
Impact:
Respond first, win more deals, and create a world-class first impression without lifting a finger. Capture interest while it's hot, outpace competitors, and turn more leads into paying customers — automatically.
SCHEDULING
Before:
Endless back-and-forth emails to book meetings. Double-bookings, missed appointments, and frustrated clients. Staff wastes hours each week playing calendar Tetris instead of focusing on high-value work.
Solution:
Give clients a live booking link synced to your calendar. Automatically send confirmations, reminders, and follow-ups to ensure meetings happen on time — with zero back-and-forth.
Impact:
Eliminate no-shows, save hours of admin time every week, and make scheduling smooth and professional for everyone involved. Free up your team’s time for strategic work, improve client experience, and ensure every meeting starts on the right foot — without the logistical hassle.
EMAIL TRIAGE
Before:
Employees drown in cluttered inboxes, spending 2–3 hours daily sifting through irrelevant emails, repetitive requests, and forwarding to the right person — often too late. Important messages get lost, and response times suffer.
Solution:
Automatically route incoming emails based on topic, sender, or keywords — and trigger instant AI-generated responses to common questions, ensuring nothing gets missed.
Impact:
Reduce inbox overload, respond faster, and reclaim valuable time across your team. Improve internal efficiency, boost client satisfaction, and ensure important communications are handled promptly — all while reducing response delays and employee burnout.
AI MEETING SUMMARIZATION
Before:
After meetings, someone stays late rewriting notes, organizing tasks, and trying to remember what was agreed. Key action items get lost. Follow-ups fall through the cracks.
Solution:
Use AI to transcribe meetings in real-time, extract action items and decisions, and auto-create task lists directly in your project management tools.
Impact:
Every meeting ends with clarity. No missed action items. 80% less admin time. Teams stay aligned, execution speeds up, and nothing falls through the cracks — even when everyone's back-to-back all day.
REPORTING
Before:
Every Monday morning turns into controlled chaos. Managers dig through spreadsheets, chase team members for updates, and manually stitch together reports. Metrics are inconsistent. Deadlines slip. Valuable insights are missed. Everyone dreads it.
Solution:
Automatically pull data from your tools and systems to create polished, accurate weekly reports. Deliver them via email at the exact time your team needs them.
Impact:
Eliminate Monday stress, keep everyone aligned, and save hours every week — without lifting a finger. Increase team confidence in the data, shorten decision cycles, and give leadership instant visibility without the manual scramble.
INVENTORY ALERTS
Before:
Staff has to manually check inventory levels — usually too late. Stockouts disrupt fulfillment, frustrate customers, and cost you sales. Reordering is reactive and chaotic.
Solution:
Set smart alerts that trigger when stock dips below thresholds and auto-send restock notices.
Impact:
Stay ahead of demand, avoid emergency reorders, and keep operations flowing. Improve customer satisfaction, reduce lost revenue, and give your team confidence that inventory is under control — even during busy seasons.
REVIEW REQUEST
FOLLOW-UP
Before:
After delivering great service, no one remembers to ask for a review. Or worse, they ask inconsistently by text or email. Great feedback is lost, and your online presence stagnates.
Solution:
Automatically send review requests a set time after service, linking to Google, Yelp, or other review sites.
Impact:
Build credibility, boost SEO, and get more 5-star reviews — without remembering to ask. Turn happy customers into powerful marketing assets, improve local search rankings, and stand out from the competition with a steady stream of fresh, authentic testimonials.
HR PROCESS AUTOMATION
Before:
New hires wait days for access, emails, or instructions. HR forgets critical onboarding steps. First impressions feel disorganized. At the same time, employees submit PTO via email or Slack. Managers forget to approve. Calendars remain out of sync. Colleagues show up to empty meetings and missed handoffs.
Solution:
Automatically send welcome emails, provision new accounts, assign onboarding tasks, and schedule orientation. For PTO, use smart forms to trigger approvals, sync calendars, and ensure visibility across the team.
Impact:
Onboard faster, reduce HR coordination headaches, and eliminate scheduling misfires — all while presenting a polished, professional employee experience from day one. Improve team confidence, eliminate manual admin errors, and ensure seamless transitions whether you're hiring or planning time off.
CUSTOMER SERVICE AUTOMATION
Before:
Your support inbox is a mess. Emails pile up overnight. The team spends their mornings triaging, forwarding, or answering the same 10 questions — “Where’s my order?” “How do I reset my password?” Tickets get dropped. Customers wait too long. Stress runs high. NPS drops.
Solution:
Instantly route incoming support emails and form submissions based on keywords, product tags, or customer type. Automatically reply to common questions using pre-vetted responses or AI-generated answers. Escalate the right issues to the right humans — instantly.
Impact:
Your team focuses on high-value problems, not answering the same thing 50 times a day. Response times shrink. Customer satisfaction grows. Support runs smoother — even when volume spikes. Morale improves, burnout decreases, and your support org becomes a true asset to the business.
At NextOps, we leverage powerful tools like Zapier, Make, ChatGPT, Airtable, and other leading platforms to deliver fast, reliable automation without the complexity of custom software. These tools allow us to connect your existing systems, streamline workflows, and layer in AI-powered capabilities — from intelligent email responses to real-time data syncing — so your team spends less time on manual tasks and more time driving results.
"NextOps transformed how we run our business. Tasks that used to take hours now happen automatically — from lead follow-ups to invoice reminders. We've never been more efficient."
— Matt Mitchell, COO at BrightEdge Solutions