This usually starts with custom software, commonly referred to as a web application, and can include approval-controlled AI agents and workflow automation across your stack.
Our Story
Everything You Need to Know About Us
Operational Systems That Deliver Lasting Value
Years delivering operational systems
Recurring clients
On-time project completion
What We Build
Our Key Services
We build the software and automation that sits between your people, your process, and the tools you already rely on. That can mean a custom application, an AI agent with human approval, a Salesforce rebuild, or the workflow that finally connects them.
01 · Service
Custom Software
Purpose-built apps and internal tools designed around the work your team actually does — not a generic platform you spend months bending to fit. We turn spreadsheets, documents, and disparate systems into one automated, efficient platform your operation can run on. Full-stack, shipped to production, with the boring infrastructure (auth, billing, observability, deploy) already handled.
- Discovery + Architecture
- Design System + UI Design
- Backend + Integrations
- Deploy + Handoff
Support Agent
Running
Analyzing ticket #4821
✓Searched knowledge_base · 3 hits
✓Drafted response
✓Human approved — sent
✓02 · Service
AI Agents
Support Agent
Running
Analyzing ticket #4821
✓Searched knowledge_base · 3 hits
✓Drafted response
✓Human approved — sent
✓AI agents that keep customer and operational work moving — inside the systems you already use. We design approval-controlled agents that respond to requests, collect information, prepare follow-ups, route work, and surface exceptions for your team. Agents are workers in your operation, not a product you rent and hope behaves.
- Agent design and guardrails
- Evals and acceptance criteria
- Tool and data integration
- Monitoring, audit trail, and iteration
Webhook
Filter
Transform
Deliver
03 · Service
Workflow Automation
Webhook
Filter
Transform
Deliver
Stop making your team copy information between email, forms, spreadsheets, internal apps, CRMs, and vendor systems. We map the workflow, remove unnecessary handoffs, and ship automation in the systems you already own — so the custom software layer and the day-to-day process stay in sync.
- Integration Architecture
- Workflow Design
- Testing + Rollout
- Runbook + Monitoring
04 · Service
Consulting
Start with a focused operational assessment. In about two weeks, you get a process map, priority opportunities, an ROI framing, an implementation recommendation, and a phased delivery plan — so you know what to build before you build it.
- Process Audit
- ROI Modeling
- Architecture Recommendation
- Phased Roadmap
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42mstestBulkLeadInsert
187mstestDuplicateHandling
63mstestTriggerConfig
28mstestEdgeCases
running...05 · Service
Salesforce Development
testSingleLeadInsert
42mstestBulkLeadInsert
187mstestDuplicateHandling
63mstestTriggerConfig
28mstestEdgeCases
running...When Salesforce is already where your team works, we build and improve the pieces that need to fit the real operation: Apex, Flows, Lightning Web Components, integrations, migrations, and operational reporting. We stabilize an existing org, modernize a heavily customized one, or ship a focused solution — as a supporting module, not the whole story.
- Custom Objects + Apex
- Lightning Web Components
- Integration + Migration
- Admin Operations
Our stack
The tools we ship with.
A pragmatic, modern toolchain. We pick what fits the problem — not what’s trending this quarter.
Our Process
We scope it, build it, and own the outcome. Clear milestones. Measurable impact from week one.
Case Studies
How leading companies modernized operations, reduced manual overhead, and scaled efficiently with AutomateDXP.