Revenue workflows
Lead capture, account research, qualification, follow-up reminders and quotation preparation connected to your CRM.
Connect the tools you already use with intelligent workflows that capture information, prepare the next action and route decisions to the right people.
What we deliver
We define the right scope during discovery, then agree deliverables, milestones and success measures with your team.
Lead capture, account research, qualification, follow-up reminders and quotation preparation connected to your CRM.
Invoice extraction, approval routing, reconciliation support, onboarding and employee service workflows.
Assistants grounded in approved company content, ticket triage, reply drafts and escalation paths.
System connectors, role controls, exception queues, audit trails and human approval for sensitive actions.
Across your business
Give sales teams a connected view of opportunities and take repetitive administration out of the selling day.
Human review at critical decisions.
Permissions, validation and audit trails.
Complete service scope
15 of 15 specialist offerings
AI-Driven Platforms & Software Development
How Rektrs can design intelligent business workflows.
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Automating prospecting, qualification and first-contact workflows.
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Making sales teams faster, more consistent and better informed.
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Automating campaigns, journeys and conversion touchpoints.
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Improving response speed, knowledge access and support consistency.
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Reducing manual finance work across invoices, reconciliations and reporting.
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A smarter employee lifecycle from hiring to performance.
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Connecting requests, approvals, vendors and purchase records.
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Improving visibility across stock, movement and demand.
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Digitizing routine approvals, tasks and cross-team handoffs.
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Turning scattered information into searchable operating knowledge.
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Building control, evidence and accountability into systems.
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Converting operational data into management-ready insight.
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Responsible automation with security, permissions and human control.
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Automate owned IT tasks, alerts and evidence workflows with review points.
View scope & detailsPlan your engagement
AI automation combines workflow rules, integrations and AI assistance to reduce repetitive handling of business information. Rektrs maps the workflow, pilots a contained use case and defines permissions, human review and exception handling before connecting production systems.
Choose a frequent handoff with a clear owner, reliable inputs and a measurable delay or rework baseline. Define what the assistant may prepare and which actions require approval; evaluate accuracy, exceptions and total process time during the pilot.
Choose a frequent task with a clear owner, dependable inputs and measurable delay or rework. Define the pilot's permitted actions and compare accuracy, exceptions and total handling time with the existing process.
Connections depend on available APIs, credentials, data ownership and permitted actions. Map the source of truth and failure handling so an interrupted workflow does not create duplicate or conflicting business records.
Agree data access, retention, model-provider boundaries and reviewer responsibilities. Limit automatic actions to the approved scope and keep a review path for uncertain outputs or consequential decisions.