A Fitness Solutions Company Automates Major Processes Using RPA in CRM

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Client

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.

Challenge
  • 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.