Automation for sales, marketing and client success teams | Inpute


Elevate sales and client success

with intelligent automation 

Intelligent automation tried & tested
by industry leaders

“Immediately, Inpute stood out as a capable solution provider, experts in their field, with a solution that delivered what we were looking for.”
Pat Kane
IT Manager, Alliance Medical Group
“The Inpute team were diligent with the discovery process and really understood our needs to deliver an intelligent digital mailroom solution. The solution has enabled us to achieve organisation efficiencies and improve our customer experience.”
IT Manager
Leading Financial Services Company
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See our customer experience case studies

Customer experience solutions to grow revenue

Today’s customers expect personalised experiences and responsive communications from the organisations they work with. But this places an increased workload on sales and customer service, especially as you begin to scale.

We deliver tailored solutions that enhance customer satisfaction and ensure long-term engagement. Let intelligent automation take care of the hard work behind the scenes so that you can spend more time engaging your customers.

Anti-money laundering

Capture and securely store required documentation to validate transactions and stay in compliance with anti-money laundering regulations. 

When financial institutions require documentation and ID verification for business transactions, we quickly provide these assets through secure storage and retrieval of this sensitive information.

Key benefits
  • Protection against money laundering and other forms of fraud
  • Improved compliance
  • Avoidance of transaction and shipping delays for customers

Case management

A modern case management solution allows a company to seamlessly collect and organise customer service interactions that happen on any channel. Our case management systems make it easy for your people to track each case to resolution with a complete view of all the information they need to complete their work.

Using our technology, you can process claims and other customer-facing activities in a single platform, helping your people to manage cases more effectively and make better business decisions.

Key benefits
  • Increased user productivity, freeing up your people
  • Automated case routing and personalised self-service leading to quicker resolutions
  • End-to-end monitoring and transparency in a single dashboard

Claims management

From complex insurance cases to financial disputes, our claims processing solutions empower your team to focus on what matters. By automating your claims handling process, we can help you to more easily process and validate claims, ensure rapid case resolutions and minimize errors.

Our solutions use the latest data capture and workflow technologies to automate the extraction of information from documents, images and other physical assets with speed and precision and then route this information to claim handlers for processing

Key Benefits:
  • Automated claims routing improves overall operational efficiency by ensuring rapid resolutions and minimizing errors
  • Enhances customer satisfaction and strengthens your overall business performance
  • Real time data creates better auditing systems and ensures regulatory compliance
  • Drastically reduces manual intervention, leading to faster turnaround times and frees up your people

Client onboarding

Start new client relationships off on the right foot. Our client onboarding solution combines our workflow capabilities with intelligent document management so both you and the client can get to work faster.

From eSignature gathering to centralised document storage, our accelerated client onboarding process will remind clients why they made the right choice with your business.

Key benefits
  • Automated onboarding to accelerate time-to-value
  • Secure collection and storage of sensitive client assets
  • A better overall customer experience

Customer communications management

When your organisation is able to automate and integrate communications tasks, your marketing and sales people can spend more of their time understanding and addressing the needs of your customers.

As an integrated systems provider, we reduce the time and effort it takes to create individually customised content, making it easy to ‘personalise’ at scale.


Key benefits
  • Visibility of all communications in one platform
  • Highly personalised automated messaging
  • Multi-channel communication to suit customer preferences
  • Quickly generate and share frequently created documents

Contract management

Manage the full contract lifecycle for your vendors, clients or employees using our contract management solution. By integrating eSignatures, we can help to further accelerate the signing process for all your critical documentation.

Our automated tools help you manage contracts from initial request to expiration and renewal, making it easy to manage these relationships at a lower administrative cost. Turn this administrative task into a value-added capability. 

Key benefits
  • Automated contract routing with ability to sign via secure e-signature
  • End-to-end monitoring and transparency of contract status to remove bottlenecks
  • Automated notifications and actions when contracts are due to expire

Digital mailroom

Centralise postal mail, email, fax and other communications into a single digital location regardless of physical location.

Our digital mailroom solution uses intelligent automation to route communications to the appropriate individuals and departments. No more emails getting lost in individuals’ mailboxes.

Key benefits
  • Digital records of physical mail assets
  • Consolidated communication histories for clients and vendors
  • Faster routing of internal communications

Sales order automation

Accelerate the process of capturing and processing sales orders, ensuring a seamless experience for your team and customers alike. This allows your team to focus on what they do best—closing deals and driving revenue.

By automating sales orders, you not only reduce the administrative burden on your sales team but also expedite the entire sales cycle. Contracts are swiftly generated and signed, and necessary documentation is effortlessly tracked and completed. This enables your sales representatives to spend more time engaging with clients and prospects, while our solution handles the time-consuming aspects of order management.

Key benefits
  • Speed up the sales ordering process through automated workflows
  • Provide a more seamless experience for your customers
  • Reduce costs for your sales team by automating repetitive tasks

Marek Hoc, Automation Expert

“When customer service workloads surpass the bandwidth of your team, your customer experience suffers. Our automation solutions take care of the small stuff so your people can focus on achieving excellent customer engagement, even as your business grows.”

Marek Hoc


Automation Expert, Inpute

Customertrack record Best-in-class partner technology Humanexpertise Specialists in automating business processes Skilled incomplex integration

Customer experience automation
that helps you perform at your best 

Over the past 25 years of business we have implemented hundreds of automation solution. We can help to transform processes in your client facing functions, maximising productivity and improving customer service outcomes. Our goal is to help your organisation perform at its best by making processes more efficient, accurate and cost effective.

More about the Inpute difference

Stable, scalable medical report system improves customer experience

for Alliance Medical Group

“Immediately, Inpute stood out as a capable solution provider, experts in their field, with a solution that delivered what we were looking for.”

Pat Kane | IT Manager, Alliance Medical
Read our client success story

Technology partners we work with to automate customer experiences

Innovate your existing IT systems with sales and marketing solutions that make sense for your business. Our experts source cutting-edge solutions from trusted technology partners and tailor these solutions to serve your organisation’s current needs and its long-term performance goals.

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More on customer experience automation technologies we use: