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Built for Service Businesses That Run on Client Relationships.

PROX builds operational infrastructure for service firms where intake, follow-up, and client coordination are business-critical — and where manual processes are the thing holding growth back.

Industries We Serve

Operational infrastructure for service businesses with complex client coordination

For firms with 4–30 staff where client intake, onboarding, and follow-up are creating operational drag.

Structured client intake and onboarding
CRM configured for accounting workflows
Automated follow-up sequences
Communication routing across all channels
Explore Solutions

For advisory firms where new client onboarding and communication workflows are inconsistent or manual.

Structured client intake and onboarding
CRM configured for accounting workflows
Automated follow-up sequences
Communication routing across all channels
Explore Solutions

For immigration practices where client intake, document collection, case tracking, and multi-channel communication create operational bottlenecks.

Structured client intake and document collection
Case tracking and status communication
Multi-channel routing (WhatsApp, forms, email)
Automated follow-up and deadline reminders
Explore Solutions

For practices where intake, document collection, and client communication need a structured system.

Structured client intake and onboarding
CRM configured for accounting workflows
Automated follow-up sequences
Communication routing across all channels
Explore Solutions

For high-volume inquiry businesses where lead response and enrollment workflows are person-dependent.

Structured client intake and onboarding
CRM configured for accounting workflows
Automated follow-up sequences
Communication routing across all channels
Explore Solutions

Our Industry Approach

A proven, structured methodology that ensures successful outcomes from planning to optimization

01

Industry Analysis

In-depth research to understand industry-specific challenges and opportunities.

01

Customized Solutions

Developing tailored strategies that align with industry trends and business goals.

01

Implementation Excellence

Seamless execution of solutions with minimal disruption to business operations.

01

Continuous Improvement

Ongoing support and optimization to ensure sustained success and growth.

Outcomes & Success Metrics

Aggregated results from our technology engagements across organizations in this industry

95%

Client Satisfaction Rate

30%

Reduction in Time-to-Market

40%

Cost Savings Achieved

50%

Increase in User Engagement