Software for agencies, consultancies and professional services firms
In a services business, time is the product. AppZex builds client portals, CRMs and automation that remove admin from onboarding, document collection, project tracking and billing, so your experts spend more hours on billable work.
The challenge
What slows professional services businesses down
Document chasing
Collecting files and information from clients by email takes days.
Scattered client communication
Updates spread across email, WhatsApp and calls.
Untracked time and billing
Work that is never billed and invoices that go out late.
Repetitive reporting
Hours spent compiling the same reports for every client.
The solution
How AppZex helps
Client portals
Secure document upload, status updates, approvals and invoices in one place.
CRM & pipeline
Leads, proposals, onboarding and client relationships tracked end to end.
Project & billing systems
Tasks, time tracking, retainers and automated invoicing.
AI automation
Document data extraction, report drafting and email triage.
Custom solutions we build
Can clients upload documents securely?
Yes. Client portals include secure logins, encrypted uploads, access controls and activity logs.
Can AI reduce admin work for my firm?
Yes. Common wins include extracting data from documents, drafting routine emails and reports, and triaging incoming requests, always with human review for important decisions.
Helpful guides
How to Automate Invoice Data Entry with AI (Step-by-Step)
How AI invoice processing works: capturing invoices from email and uploads, extracting fields and line items, validation, approvals and syncing to accounting software, plus accuracy tips, costs and ROI.
How to Start a Car Rental Business: Costs, Licences and Operations Guide
A step-by-step guide to starting a car rental business: market research, business models, fleet planning, costs, licences and insurance, pricing, booking operations, technology and marketing.
How to Connect Facebook Lead Ads to Your CRM (and Respond in Minutes)
Step-by-step ways to send Facebook and Instagram lead ads to your CRM automatically: native integrations, automation tools, webhooks via the Meta API, instant alerts, auto-replies and tracking lead quality.
Let’s build the right software for your professional services business
Tell us what you need. We reply within 24 hours with a clear plan, timeline and a fixed quote. No obligation.