Solutions

The Complete Customer Lifecycle,
Automated.

eAutomate manages every stage of your customer's journey — not just your internal operations. Your customers become active participants in the automation, experiencing faster responses, smarter service, and seamless delivery at every step.

Customer Acquisition & Sales

Your customer's journey begins the moment they show interest. eAutomate captures that signal instantly — scoring intent, personalising the first response, and guiding them through an intelligent acquisition journey that feels human but runs entirely on automation.

Instant Customer RecognitionAI identifies and scores inbound interest from any channel in real time
Personalised Customer JourneysEvery prospect receives tailored outreach based on their unique behaviour and needs
Frictionless ConversionAutomated proposals, quotes, and approvals that close deals without delays
Seamless Customer OnboardingThe moment a deal is won, the customer onboarding journey begins automatically
Explore CRM Solution
CRM Pipeline
Leads
142
Qualified
89
Proposal
54
Negotiation
31
Won
22

Customer Service & Case Resolution

When your customer needs help, eAutomate makes sure they feel it immediately. Cases are captured from every channel, intelligently understood, and resolved — often before the customer even realises there was a problem. Your customer is kept informed and in control throughout.

Customer-First Case CaptureCustomers raise issues via any channel — email, portal, chat, phone — all handled uniformly
Intelligent Resolution RoutingAI reads the customer's situation and routes to the right resource instantly
Proactive Customer UpdatesCustomers are automatically kept informed at every stage — no chasing required
Customer Document HandlingDocuments submitted by customers are read, validated, and actioned automatically
Explore Case Management
Case Queue
UrgentCase #5821 – Compliance Review AI handling
HighCase #5820 – Customer Dispute Resolved
MedCase #5819 – Data Request Routing
LowCase #5818 – General Query Replied

Customer Billing & Financial Automation

Every financial interaction with your customer — quotes, invoices, payments, refunds — is automated, accurate, and delivered on time. Customers experience a professional, frictionless financial journey while your team focuses on growth rather than admin.

Customer-Triggered BillingInvoices generated and delivered automatically at each service milestone
Transparent Payment TrackingCustomers and your team share a real-time view of all financial activity
Compliance-Ready TransactionsEvery customer transaction is audit-ready and regulatory compliant automatically
Revenue IntelligenceAI predicts customer payment behaviour and flags at-risk accounts proactively
Explore Finance Solution
Finance Automation
£2.4MInvoices processed today
99.8%Reconciliation accuracy
0Manual interventions

Service Delivery & Operations

The promise you make to your customer during acquisition must be delivered flawlessly. eAutomate orchestrates every operational step that sits behind your customer commitments — ensuring delivery is on time, on spec, and continuously improving based on customer feedback and outcomes.

Customer Commitment FulfilmentEvery service promise is tracked and delivered through automated workflows
Connected Delivery SystemsAll internal systems aligned around the customer record in real time
Continuous Process ImprovementAI analyses customer outcomes and automatically refines delivery processes
Customer SLA MonitoringReal-time visibility of every customer commitment, with proactive alerts before any breach
Explore Operations Solution
Process Automation
Legacy DB
eAutomate
Cloud ERP
14,200 records/hr Zero errors

Customer Retention & Continuous Management

Winning a customer is just the beginning. eAutomate keeps them engaged, satisfied, and growing with you through continuous process management — monitoring health scores, triggering retention workflows, and identifying expansion opportunities before your competitors do.

Customer Health MonitoringAI continuously scores customer satisfaction and flags at-risk relationships early
Automated Renewal & RetentionRenewal journeys triggered automatically at the right moment with the right message
Growth & Upsell IntelligenceAI identifies expansion opportunities within your existing customer base
Closed-Loop FeedbackCustomer feedback automatically feeds back into process improvement cycles
Explore Retention Solution
Customer Health & Retention
Acme Corp92 — Healthy
Globex Ltd61 — At Risk
Initech PLC34 — Critical
Umbrella Co88 — Healthy
The Customer at the Centre

One Continuous Journey. Zero Gaps.

Most platforms automate your internal processes. eAutomate goes further — it places your customer at the heart of every workflow, making them an active participant in the automation from the very first interaction.

Your Customer
The starting point of every process
Trigger
01
Acquisition
Customer discovered, scored, and nurtured automatically across every channel
02
Onboarding
Every document, setup step and welcome communication handled instantly on conversion
03
Service Delivery
Commitments tracked and fulfilled automatically, with customers kept informed throughout
04
Support & Cases
Issues resolved before customers escalate, with AI-driven triage and proactive updates
05
Retention & Growth
Health scores monitored, renewals triggered, and growth opportunities surfaced continuously
Loyal Customer
The outcome of every process
AI handles routine steps; your people handle what matters
Every customer interaction is informed by AI, delivered with human care
Your team manages exceptions, not routine tasks
Outcomes continuously feed back into process improvement

See how it works for your industry.

Talk to an eAutomate expert for a personalised walkthrough of your customer journey.