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A business-services firm that chose Rootk as its custom-systems partner to connect service operations with client follow-up.

Business services · ERP · CRM

Typical operating challenge

Service firms often split requests, follow-up, and billing across WhatsApp and separate files.

How we work in this context

We design ERP/CRM around the real service cycle: intake, delivery, follow-up, and billing — without forcing a packaged template.

Typical scope

  • Client and opportunity follow-up
  • Service request cycle
  • Operational link to finance where in scope

We do not publish client performance numbers. Contract details are set after scope analysis.

Other partners