Connect your entire business into
a single operational flow
Orchestrated workflows that move work continuously across your CRM, ERP, payments, and internal tools — eliminating manual handoffs, inbox approvals, and brittle integrations.
The hidden tax on every business process
Approvals stuck in inboxes, integrations held together with tape, status updates that never happen.
Approvals stuck in inboxes
Critical sign-offs sit in email threads and Slack DMs — no SLA, no audit trail, no visibility into what's blocked.
Manual handoffs between teams
Sales hands to ops, ops hands to finance, finance hands to fulfillment — each handoff a copy-paste, each one a place work goes to die.
Brittle integration spaghetti
Zapier flows, custom scripts, and one-off connectors that quietly break the moment an upstream system changes.
Production-grade automation across every system
Engineered workflows with monitoring, retries, and observability — not glued-together no-code tools.
CRM & sales workflow automation
Lead routing, lifecycle transitions, follow-up sequences, deal-stage automation, and bidirectional CRM ↔ ERP sync.
Approval & sign-off workflows
Multi-tier approval chains with role-based routing, deadlines, automatic escalations, and full audit trails.
Smart notifications & alerts
Context-aware routing across email, SMS, Slack, Teams, and in-app — only what matters, only to the right person, only once.
API & system integrations
Production integrations with the SaaS, ERP, accounting, telephony, and operational tools your business actually depends on.
Billing & payment workflows
Automated invoicing, payment collection, reconciliation, dunning, and revenue recognition across Stripe, ACH, and processors.
ERP & operational orchestration
Bidirectional sync with NetSuite, SAP, Dynamics, QuickBooks, and custom ERPs — with conflict resolution and replay built in.
Lead-to-cash, automated end-to-end
An example of how a single business process flows through an orchestrated NeoZenix workflow.
Lead qualified in CRM
Sales-rep updates stage to 'Qualified'. Workflow engine fires the orchestration.
Pricing & contract sign-off
Automatic routing through pricing review and legal — escalating if SLA breaches.
ERP, billing & accounts
Customer record created in ERP, subscription set up in Stripe, accounts seeded in your platform — atomically.
Handoff & confirmation
Customer success notified, welcome flow triggered, sales-rep dashboard updated. Zero manual steps.
Real cross-system automations we've shipped
Each one consolidated multiple manual handoffs into a single orchestrated flow.
Eliminating 4 manual handoffs in the lead-to-cash flow
B2B services company, $40M ARR
We replaced a Zapier-and-spreadsheet lead-to-cash flow with an orchestrated workflow connecting HubSpot, NetSuite, DocuSign, and Stripe. Every new customer is now provisioned end-to-end without a single manual step.
Common questions
Automate the operational gaps slowing your business
We'll map your highest-friction cross-system workflow and design the orchestration that eliminates the handoffs.