invextech
Selected work
Systems put to work, organised by the capability behind them.
Pick a category to see the work in it. Each engagement started the same way: following real work through a business until the place it stalled became obvious.
Browse by capability
Every project sits under the capability that did the heavy lifting. Choose one to jump straight to its work.
The work
Grouped by the capability behind each one. Some projects span more than one, so they appear under each.
Agents, workflows and systems that take over repetitive work.
Customer ServicesRoutine customer enquiries took up the team's day. An AI voice agent now answers them consistently and hands the rest to a person.
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Financial AdvisoryCross-border financial advice had too many moving parts. A connected CRM now carries each client from first enquiry to ongoing advice.
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Commercial Real EstateCommercial property enquiries, buyer requirements and follow-ups lived in different places. A CRM workflow brings them into one process.
Read the case studyLead capture, qualification and follow-up that stops leads going cold.
Commercial BrokerageBuyer and seller enquiries, qualification and deal follow-ups ran on memory and reminders. A CRM pipeline gives every deal a clear next step.
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Financial AdvisoryEnquiries, consultations and onboarding were spread across email, calendars and spreadsheets. One CRM connects the full client journey.
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Commercial ConstructionEnquiries, site visits, estimates and proposals moved through separate conversations. One CRM process connects them from enquiry to delivery.
Read the case studyWeb, mobile and internal platforms built around how a business runs.
Productivity SoftwareDictation left people fixing raw transcripts. Glaido turns natural speech into clean, formatted text inside the apps they already use.
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AI EventsAn AI founders' gathering needed more than a landing page. One platform now carries guests from discovery and registration to the recordings afterwards.
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Property ManagementTenants, rent, leases and maintenance lived in separate tools. One AI-powered platform now connects them and takes over the data entry.
Read the case studyCampaigns connected through to the CRM and a real conversation.
Financial AdvisoryMarketing created interest, but enquiries slipped away before a conversation. A connected journey now moves prospects from first click to consultation.
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Commercial Real EstateGood listings were reaching too broad an audience. A targeted marketing journey connects each property with the right tenants, buyers and investors.
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Wealth ManagementPeople facing sudden wealth look for answers, not adverts. An education-led journey connects them with specialist advice when they are ready.
Read the case studyFinding the constraint before anything gets built or bought.
Financial AdvisoryClient growth meant more work behind every relationship. A consulting review maps where time goes and what to change before adding tools or people.
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Roofing & ConstructionInspections, estimates, insurance paperwork and crews ran through separate hands. A consulting review maps one clear process from first call to finished roof.
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Commercial Real EstateRetail expansion across markets meant more sites, partners and decisions to track. A consulting review sets one repeatable process for evaluating and progressing them.
Read the case studyRetention journeys and reporting that explains what actually changed.
Residential RemodelingEach new remodel added more selections, approvals and schedules to track. A consulting review shapes one clear process from consultation to final walkthrough.
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Commercial Real EstateTenants, landlords and investors went quiet between deals. Lifecycle journeys keep each relationship engaged until the next opportunity is ready.
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Wealth ManagementCheck-ins and review reminders depended on someone remembering. Lifecycle journeys keep every client relationship in touch while advice stays personal.
Read the case studyHow every engagement starts
None of these projects began with a tool. Each one began by following the work until the place it stalled was obvious.
We trace actual cases through the business with the people who run them, not the version in the process document.
Every wait, re-entry and handoff gets marked, then ranked by what it costs you rather than how easy it is to fix.
The first build targets the one constraint that unblocks the most, so value shows up before the budget is spent.
Accounts, documentation and admin access stay in your name, so the system keeps running whether or not we do.
Working on something similar?
Tell us where the work stalls. We will say honestly whether it is the kind of problem we solve.