Streamline Your Professional Services Business
The execution OS built specifically for professional service providers to automate client management, service delivery, and business operations.
Professional Service Challenges
Service providers face unique challenges in managing clients and delivering consistent quality
Client Management Complexity
Juggling multiple clients with different needs and expectations leading to miscommunication and inefficiencies.
Service Delivery Consistency
Maintaining consistent quality and timely delivery across all client projects with limited resources.
Administrative Overload
Spending excessive time on administrative tasks rather than billable work and business development.
Automation Helps Teams Do More Without Working More
Let Brexa handle repetitive tasks while you focus on what matters most – helping your clients transform their health.
Follow up immediately with a new lead
Automatic responses to new inquiry forms, with personalized messages based on the lead's interests.
Appointment scheduling and reminders
Eliminate back-and-forth emails with automated booking systems and timely reminders.
Nurture relationships automatically
Keep clients engaged with personalized check-ins and content that helps them succeed.
New client onboarding
Guide new clients through your process with automated welcome sequences and information gathering.
Post-fulfillment follow-up
Automatically collect feedback, testimonials, and referrals after service delivery.
Scale Your Professional Services With Smart Automation
Build a more efficient and profitable practice with automated workflows that handle everything from client acquisition to service delivery
For Independent Professionals
Consultants, advisors, and solo practitioners
Client Management
Automate client onboarding, communication, and follow-ups
Document Automation
Generate proposals, contracts, and reports automatically
Time & Billing
Streamline time tracking, invoicing, and payment collection
Business Analytics
Track KPIs, utilization rates, and profitability metrics
For Professional Firms
Multi-practitioner firms and agencies
Team Collaboration
Coordinate projects, tasks, and resources across your firm
Service Delivery
Standardize and automate repeatable service workflows
Performance Analytics
Monitor team productivity and service profitability
Practice Growth
Scale operations and expand service offerings efficiently
Ready to transform your practice?
Get started today and see how Brexa can streamline your operations, enhance client service, and drive growth.
Start Your Free Trial
No credit card required. 14-day free trial with full access to all automation features.
Join 5,000+ professional service providers using Brexa
Everything You Need to Build a Thriving Professional Services Practice
Powerful tools and automation built specifically for professional service providers to streamline operations and deliver exceptional client experiences
Client Relationship Management
Build stronger client relationships with centralized communication and automated touchpoints
Engagement Management
Streamline proposals, contracts, and deliverables with professional templates and automated workflows
Resource Planning
Optimize resource allocation, track utilization, and manage project timelines effectively
Client Communication
Keep stakeholders informed with automated updates and professional communication channels
Practice Analytics
Make data-driven decisions with insights into engagement profitability and team performance
Service Delivery
Ensure consistent quality across all client engagements with standardized service frameworks
Complete Professional Services Solution Suite
Transform your professional services practice with integrated tools for client management, service delivery, and practice growth
Practice Management
Streamline operations, track billable hours, and manage resources efficiently across your practice.
AI Client Engagement Hub
Centralize client communications, automate follow-ups, and deliver exceptional service experiences.
Document Automation
Generate professional proposals, engagement letters, and reports with smart templates and automation.
Project & Resource Planning
Optimize staff utilization, track project progress, and ensure timely delivery of client engagements.
Service Delivery Framework
Standardize your service delivery process with customizable workflows and quality controls.
Practice Analytics
Monitor key performance metrics, track profitability, and identify growth opportunities in real-time.
CRM & Sales Pipelines
Dynamic, outcome-driven contact management and sales workflows.
Complete Contact Management
Organize your contacts with custom fields, tags, and smart segmentation to quickly identify your most valuable prospects and customers.
Sales Pipeline Dashboard
Open Deals
24
Conversion
34%
Pipeline Value
$86,400
Contact | Status | Value | Actions |
---|---|---|---|
Sarah Johnson Acme Inc | Qualified | $12,500 | |
Michael Chen TechGrowth | New Lead | $8,750 | |
Elena Rodriguez Bright Solutions | Proposal | $21,000 | |
David Kim Nexus Systems | Negotiation | $15,400 |
Centralize Leads Across Sources
Centralize, manage, and distribute your incoming inquiries across channels on one unified platform.
Eliminate Lead Duplication & Enhance Attribution
Our platform unifies leads from all channels while maintaining accurate source attribution at primary, secondary, and tertiary levels – giving you the complete picture of your lead generation efforts.
Single Source of Truth
All lead data centralized in one platform with no duplication
Multi-level Attribution
Track primary, secondary, and tertiary touch points for each lead
Channel Performance
Monitor which channels deliver the highest value leads
End-to-End Client Journey Automation
From first touch to loyal client, automate the entire wellness journey
Lead Capture & Qualification
Automatically capture, qualify, and nurture leads from all channels
Instant Lead Response
When a potential client fills out a form or sends a message, trigger an instant response with your rates, availability, and offer to book a consultation.
Lead Qualification
Automatically assess lead fit by sending a brief questionnaire about goals, history, and budget, then route high-quality leads to your calendar.
Hi there! Thanks for your interest in our wellness program. I'd love to learn more about your goals.
10:01 AM
Hello! I'm looking to improve my flexibility and reduce stress.
10:02 AM
Great goals! Have you practiced yoga or meditation before?
10:03 AM
Some beginner yoga, but I'm not consistent with it.
10:04 AM
I recommend our "Gentle Flow" program. Would you like to book a free assessment with Sarah, our yoga instructor?
10:05 AM
Multichannel Lead Capture
Consolidate leads from Instagram, Facebook, your website, and WhatsApp into one system
Instant Scheduling
Allow leads to book their initial consultation directly from ads or messages
Follow-up Sequences
Never lose a lead with automated reminder sequences for those who don't book
Get More Qualified Leads with Smart Chatbots
Use AI-powered chatbots to automatically qualify and route leads to the right team members
Qualify Leads Automatically
Our smart chatbots filter your leads by key qualification criteria, ensuring your sales team focuses on the most promising opportunities.
Needs
Identify what products or services your prospects need
Budget
Determine if prospects have the budget to afford your solutions
Urgency
Understand how quickly a prospect needs a solution
Priority
Automatically tag high-priority leads
Brexa Sales Assistant
Hi there! I'm your Brexa assistant. I'd love to help you find the right solution for your business. What challenges are you looking to solve?
We need a better way to track our sales pipeline and automate follow-ups.
Great! Our CRM and automation tools would be perfect for that. What's your current team size and budget range?
24/7 Lead Capture
Never miss a qualified lead with round-the-clock chatbot availability, even when your team is offline.
Smart Routing
Automatically assign leads to the right team member based on qualification criteria and expertise.
Seamless Handoff
Transition from chatbot to human conversation with full context, providing a smooth experience for prospects.
WhatsApp for Business
Increase your leads and interactions on WhatsApp with our powerful business tools
Powerful Business Communication
Automate Commerce
Turn conversations into transactions with automated product recommendations and ordering.
Capture & Qualify Leads
Automatically qualify leads based on budget, intent, or location. Route hot prospects to your team
Handle Support & FAQs
Provide instant answers to common questions and share resources automatically
Smart Scheduling
Let your bot handle all your appointment booking and follow-ups automatically

Ready to Transform Your Professional Services Business?
Join professional service providers who've streamlined operations and improved client experiences with Brexa.
No credit card required. 14-day free trial.