A Fitness Solutions Company Automates Major Processes Using RPA in CRM


With deep industry knowledge, partnerships with health clubs and fitness professionals, the Client offers the most proven club management solution in the fitness marketplace - an innovative SaaS platform and a top-notch Revenue-cycle Management.

  • The huge Client’s CRM required automation to save users’ time on routine operations.

Benefits and Results
  • Agents will always know the quantity and the reason why items were processed or unprocessed.

  • Administrators will be automatically promptly informed if any jobs fail.

  • All processes are created with special project templates based on the state machine.

  • First automation processes were implemented and executed in a few months after project kick-off.