Industries · Professional Services
Paperless client onboarding, e-signatures and automated follow-ups.
How Formartiq helps professional services organisations in The Bahamas and across the Caribbean go paperless and automate the work.
Photo: Shixart1985, CC BY 2.0
The challenge
What we hear from teams like yours
- Missed calls can mean missed clients
- Client documents and requests arrive by email and phone
- Staff work from the office, home and the road
How we help
What we put in place
- Hosted phone system on every device
- Virtual receptionist that answers and routes calls
- Client portals and online booking
- Automated reminders and follow-ups
Related solutions
Solutions for this industry
Cloud Communications
Hosted 3CX phone systems, virtual receptionists with natural AI voice, and business SMS, set up and run for you.
Learn more →Custom Software & Apps
Web and mobile applications, customer and contractor portals, booking platforms and dashboards built around your operation.
Learn more →Process Automation & Integration
Automated workflows, menu and inventory sync between systems, notifications and AI assistants that take repetitive work off your team.
Learn more →
Talk to us about professional services.
Tell us how your business runs today, from paperwork to phones to payments. We'll recommend where to start and send a clear written quote.
Or call +1 (202) 410-6806