Brexa for Professional Services

Streamline Your Professional Services Business

The execution OS built specifically for professional service providers to automate client management, service delivery, and business operations.

Client Management
Service Automation
AI-Powered Efficiency

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.

WORK SMARTER, NOT HARDER

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.

Example:When a potential client fills out your free assessment form, they instantly receive a personalized WhatsApp message with your calendar link.
Benefit:70% higher conversion rate compared to following up manually hours or days later.

Appointment scheduling and reminders

Eliminate back-and-forth emails with automated booking systems and timely reminders.

Example:Clients book sessions directly through your WhatsApp bot, with automatic reminders 24 hours and 1 hour before appointments.
Benefit:Reduces no-shows by 80% and saves 5+ hours per week in scheduling work.

Nurture relationships automatically

Keep clients engaged with personalized check-ins and content that helps them succeed.

Example:After a nutrition consultation, clients receive timed recipe ideas, progress check-ins, and motivation messages over 30 days.
Benefit:85% retention improvement and significantly higher lifetime client value.

New client onboarding

Guide new clients through your process with automated welcome sequences and information gathering.

Example:New clients receive intake forms, preparation instructions, FAQ videos, and payment links in perfect sequence.
Benefit:Creates consistent client experiences while reducing your administrative time by 90%.

Post-fulfillment follow-up

Automatically collect feedback, testimonials, and referrals after service delivery.

Example:7 days after a program ends, clients get a satisfaction survey and referral request with an incentive for new referrals.
Benefit:Generates 47% more reviews and 3x more referrals than businesses without automated follow-up.
BUILD YOUR COMPLETE PROFESSIONAL SERVICES BUSINESS

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.

No technical skills required
Set up your first automation in minutes
Pre-built templates for professional services
Dedicated onboarding support

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

INTEGRATED PROFESSIONAL SERVICES SOLUTION

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.

SALES ENABLEMENT

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.

Custom fields
Smart segmentation
Activity tracking
Automated follow-ups
Task management
Performance analytics

Sales Pipeline Dashboard

Open Deals

24

Conversion

34%

Pipeline Value

$86,400

ContactStatusValueActions

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
Last updated: Today at 10:45 AM
LEAD MANAGEMENT

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

Unified Lead Hub
6 lead sources connected
100% synchronized
AUTOMATION USE CASES

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.

B
Brexa Bot
Online

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

SMART CHATBOTS

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?

Type your message...

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 BUSINESS

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

AI Agent Dashboard

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.