STRATEGIX
AI

Custom Systems, Platforms & Apps — built around your workflows

From scheduling engines and client portals to full web/mobile apps — integrated with AI agents, voice automation, and CRM orchestration.

Veteran‑Owned · U.S.-Based · Security‑First
For general inquiries, contact us.

What We Build

Foundational components we ship repeatedly with quality and speed.

Custom web/mobile apps & multi-tenant SaaS portals

Scheduling engines with travel/prep/service time logic

Client portals with billing, messaging, and document workflows

E‑commerce & POS integrations (Stripe, Square, Shopify)

Data pipelines & analytics dashboards (KPIs, cohort, LTV)

AI voice agents & text assistants connected to your CRM

Third‑party integrations (CRMs, QuickBooks, Twilio, etc.)

Security-first architecture, audit trails, roles & permissions

Services & Capabilities

End‑to‑end delivery — from design to launch and ongoing optimization.

Custom Platforms & Apps

Full‑stack apps, scheduling/membership/subscriptions, white‑label portals

CRM & Workflow Orchestration

Pipelines, routing, SLAs, two‑way sync

AI Agents & Voice

Inbound/outbound, qualification, reminders, tools

Commerce, Billing & Finance

Stripe/Square/QuickBooks, quotes→invoices→subscriptions

Data & Analytics

Event tracking, ETL, dashboards, attribution

Security & Compliance

RBAC, audit logs, encryption, uptime/monitoring

Creative & Growth

Marketing automation, content systems, ads

Industries We Serve

Selected verticals and examples where our systems perform every day.

Animal Care industry
Animal Care

Daycare, grooming, boarding, training—unified bookings, portals, payments.

Insurance industry
Insurance

Lead triage, policy pipelines, producer hierarchy, compliance checkpoints.

Mortgage Referrals industry
Mortgage Referrals

Lead routing, status visibility, document intake, partner reporting.

Cleaning Services industry
Cleaning Services

Recurring schedules, reminders, technician dispatch, feedback loops.

Furniture Retail industry
Furniture Retail

POS/e‑commerce sync, inventory visibility, CRM follow‑up.

Finance & Consulting industry
Finance & Consulting

Onboarding workflows, document automation, meeting pipelines.

Golf & Country Clubs industry
Golf & Country Clubs

Tee time logic, events, memberships, dues automation.

Emerald Owl ProductionsRiver Bend Country Club (New Bern, NC)

How We Work

  1. Discover
    Free consult → goals, constraints, systems review
  2. Design
    Roadmap, wireframes, technical plan with milestones
  3. Build
    Agile sprints; staging previews and user testing
  4. Launch
    Go‑live, training, and documentation
  5. Optimize
    Ongoing support, analytics, and iterations

Results

Before
  • Manual scheduling across tools
  • Missed calls & lost leads
  • No visibility into KPIs
After
  • Unified portal with auto‑scheduling
  • AI handling + SLA follow‑ups
  • Dashboard with weekly report
↑ Bookings increase↓ Fewer no‑shows↑ Faster lead response↓ Less manual ops
“Strategix AI helped us consolidate systems and unlock automation across our operations. The impact was immediate.”
Operations Director
Regional service business

Let’s Build Your System

Tell us your goals and we’ll map the fastest path to ROI.

Veteran‑Owned · U.S.-Based · Security‑First