Increase your operational efficiency through workflow


Ditch multiple complicated solutions that slow you down. Embrace our automation and AI driven software to manage your firm and customers in one software from beginning to end.

Client Engagement
SIMPLIFIED.
Streamline Client Engagement for service-based companies and teams.

"80% Of Employees Waste Half an Hour a Day Retrieving Information"

Source: Fortune 100 Mobility for Businesses With 1,000 or 100,000,000 Assets

simplify your customer experience and operations

offers a streamlined workflow automation solution tailored for consultants and service-based companies and teams. Use a simple CRM, customer onboarding templates, project management templates, helpdesk ticketing, resource scheduling, file storage, and communication—all in one platform. With easy deployment and customization within an hour, no task requires more than five clicks. Designed with non-technical business leaders and teams in mind, it's the ultimate solution for efficiency

Workflow automation

Use automated rules with templates to quickly streamline actions, tasks, and notifications within your team and customers

Helpdesk and CSAT

Track and respond to customer questions and requests to measure customer satisfaction

Task Management

Assign your team and your customers tasks to complete objectives in a collaborative way

AI Proposal Builder

Create proposals for prospects or current customers utilizing AI to drive revenue

CRM and Invoicing

Use a simple CRM to manage your leads, pipeline, invoice, and see a full lifecycle of your customers

Resource Scheduling

Assign work to team members who have available hours based on current or upcoming work

File Storage

Securely allow customers to upload, retain, and file documents to be shared between your customer and your team

Management Visibility

Allow your executive team and management to know the health of all customers at any time

simplify your customer experience and operations

offers a streamlined workflow automation solution tailored for consultants and service-based companies and teams. Use a simple CRM, customer onboarding templates, project management templates, helpdesk ticketing, resource scheduling, file storage, and communication—all in one platform. With easy deployment and customization within an hour, no task requires more than five clicks. Designed with non-technical business leaders and teams in mind, it's the ultimate solution for efficiency

StartingPoint was created by consultants and service professionals for consultants and service professionals.

Companies and teams are using multiple disparate applications to run their businesses and firms each day. The average number of applications increases by 25% year over year within businesses leading to more workflow inefficiencies, limited automation, siloed information and data, lack of transparency, and decreased customer satisfaction. was created for companies to do more with less by simplifying business operations and service delivery for firms, companies, and enterprises and to allow for work with as little clicks as possible pleasing customers and increasing customer satisfaction.

Customers and clients are central to all companies. Businesses and companies require solutions to grow, scale, and retain customers. Efficient technology is needed, but most companies do not know where to start. Companies struggle to manage their customers and their business at the same time. is the simple, efficient, and customer-focused solution to these challenges. StartingPoint solves this challenge for consultants and service professionals across several industries.

our Customers

Our clients performance after StartingPoint

+60%
Increase in productivity
+27%
Project success rate
+25%
Monthly ticket response

our Customers

WHAT CLIENTS SAY

“We required a software that would help us create efficiency between our 400+ offices and a few of our core departments to simplify communication, workflow,and track all requests. StartingPoint solved these challenges and more. Our team is exponentially more productive, and we are able to see all of our team activity in an easy way”

Chris Trujillo
Director of Workforce Development, Employbridge

“As a team of distributed agents and team members, we struggled with management of the team and their activities for clients and our firm. StartingPoint helped us streamline the communication, manage the assignment of duties, and increased our performance to improve our productivity for our firm. StartingPoint has made life easier.”

Sean Velasquez
Managing Owner, American Income Life, a division of Globe Life

“As a consultant and coach of several clients it was difficult for me to manage everything occurring across multiple software apps. StartingPoint fixed that for us. It enabled us to have one central location of all communication, projects, goals, task lists, and client files to share with our clients and with other team members. Simple to use. Easy to implement. It has created efficiency and higher client satisfaction for our firm.”

Dr.Erin Oksol
Managing Director, The Psychology of Mission

Our software is designed for consultants and companies to grow through simple, streamlined workflow allowing team members to focus on revenue and delivery while maintaining high customer satisfaction and engagement.

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industries

Consulting Firms
Marketing and Design
Non-Profit Organizations
Schools and Universities
Financial Services
Professional Services

CHOOSE YOUR PLAN

Basic

$

49

99

per Month
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MOST POPULAR

Pro

$

99

99

per Month
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Enterprise

$

149

99

per Month
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pricing

STARTER PLAN

$

49

99

per Month
GET STARTED
REQUEST A DEMO

STARTER PLAN

$

49

99

per Month
GET STARTED
REQUEST A DEMO

STARTER PLAN

$

49

99

per Month
GET STARTED
REQUEST A DEMO

STARTER PLAN

$

49

99

per Month
GET STARTED
REQUEST A DEMO

client engagement

White-Labeled Interface

Usage Reporting

Premium Support

Management Visibility

Team Management

TESTIMONIALS

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our partners