Business Operations + AI Services
Business Operations + AI Automation for Growing Teams
Build a predictable, high-converting CRM engine with automation and AI insights that reduce manual work and accelerate revenue.
Trusted by teams in Sales, Ops & Support
Operations Command Center
Real-time visibility into CRM performance
Hot Leads Today
- Cloud Metrics+18%
- Rocket Ops+12%
- NovaCare+9%
AI Summary
Lead quality improved after new routing rules. Ops team saving ~6 hours per week by eliminating manual updates.
Built for modern teams
What we do
Business Operations designed for revenue acceleration
Automate, integrate, and optimize every step of the lead lifecycle.
Automate
Remove repetitive CRM work with SLA rules, auto-routing, and AI-driven follow-ups.
- SLA automation
- Routing rules
- Follow-up triggers
Integrate
Connect WhatsApp, email, ads, and payments into one unified CRM flow.
- WhatsApp sync
- Ad lead capture
- Payment events
Optimize
Measure, refine, and scale with dashboards and weekly optimization sprints.
- Live dashboards
- Weekly reviews
- Conversion lift
Solutions
Everything you need to run Business Operations at scale
Modular services built to lift conversion rates and reduce CRM friction.
Business Operations Design
Pipeline architecture, SLAs, and ownership models aligned directly to revenue goals.
- Lifecycle stages
- Role ownership
- SLA rules
AI Automation Layer
AI summaries, lead scoring, and intelligent actions that keep teams aligned and proactive.
- AI summaries
- Lead scoring
- Auto tasks
Integrations
WhatsApp, email, ads, and payments connected into a single workflow.
- WhatsApp sync
- Ad lead capture
- Payment events
Analytics & Reporting
Always-on dashboards that give founders, sales, and marketing teams shared visibility.
- Live KPIs
- Team scorecards
- Forecast reports
Workflow Studio
Visual lead journey orchestration
Trigger
New lead captured from ads or website.
Actions
- Assign owner by region + SLA
- Send WhatsApp intro message
- Create AI summary for SDR
Outcome
Lead reaches demo booking in under 24 hrs.
How it works
A proven path to predictable CRM performance
Four steps to launch a scalable Business Operations engine.
Audit
Review CRM setup, lead flow, and conversion blockers.
Blueprint
Design the operations system, stages, and automations.
Build
Implement integrations, AI rules, and reporting.
Optimize
Refine performance with weekly reviews and support.
Customer proof
Measured improvements in speed and conversion
See how Business Operations teams unlock measurable results.
Fintech Sales Ops
Before: Leads were routed manually with inconsistent follow-ups.
What we built: Auto-routing, SLA timers, and AI summaries for SDRs.
Snapshot
B2B Services
Before: WhatsApp and email follow-ups were fragmented across teams.
What we built: Unified CRM workflows with WhatsApp automation and dashboards.
Snapshot
Testimonials
Teams trust Zonic Tech Solutions to run Business Operations
Trusted partnerships that deliver consistent CRM performance.
"Their Business Operations plan gave our team instant clarity on follow-ups and pipeline hygiene."
Priya S.
Head of Sales · Cloudridge
"We finally have real-time dashboards and AI summaries that leadership actually uses."
Marcus L.
Founder · Northwind
"Integrations and automations removed hours of manual work each week."
Anita R.
Operations Lead · Brightlane
FAQ
Clear answers before you book the audit
Straight answers before you book the audit.
Still have questions?
Book a Free Audit
Get a tailored Business Operations plan with clear next steps.
Get a free Business operations & AI audit
Book a 30-minute audit and get a clear Business operations roadmap.