Elite Software Automation

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IT consulting firm Elite Software Automation (100 CRM) was founded in 2018. With its headquarters in Austin, Texas, Elite Software Automation has a team of two. They specialize in CRM consulting and SI, ERP consulting, and custom software development. 

Client Insights

Industry Expertise

Business services

20%

Financial services

20%

Manufacturing

20%

Medical

20%

Other industries

10%

Real estate

10%

Client Size Distribution

Small Business (<$10M) 50%

Midmarket ($10M - $1B) 50%

Common Project Size

<$10K 2 projects

$50K-$199K 2 projects

$10K-$49K 1 project

Clients

  • Balance My Hormones
  • Buffer Insurance

Highlights from Recent Projects

Overall Rating

5.0
5 Reviews

Elite Software Automation developed an automated business growth solution for Buffer Insurance, focusing on improving their prospect tracking, client record maintenance, policy activation, and renewal processes. They implemented a custom Zoho solution, which organized sales, information gathering, enrollment, and renewal processes. This solution provided clear visibility on the status of prospects and clients, automated data validation, and facilitated seamless data sharing with insurance providers. It significantly improved client retention rates by automatically generating opportunities for policy renewals. Feedback indicates a substantial positive impact on the company's efficiency and client management, leading to better deal closures and client retention.

For Bryant Heating & Air Conditioning Inc, Elite Software Automation transitioned customer data from an outdated database to a new Zoho CRM system. They reformatted customer information and created new forms to streamline installer workflows. This project, completed within a few months, was praised for its effectiveness in addressing compatibility issues with new operating systems and improving operational efficiency. The solution provided a stable, efficient platform for managing customer information and generating necessary documentation, enhancing the company's service delivery process.

Elite Software Automation undertook a comprehensive project for Balance My Hormones, a healthcare platform and clinic specializing in hormone imbalance treatments. They implemented automation across various business operations, including customer query management, task allocation, blood test organization, and handling of test results. Phase 1 improved customer service through a ticketing system for queries and tasks. Phase 2 automated blood test setups and result management, significantly reducing manual work and potential errors. The ongoing Phase 3 aims to restructure business operations end-to-end, focusing on system solution improvement and further automations. The project has received positive feedback for its impact on operational efficiency, cost reduction, and sustainable business expansion.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0