Designed for Corporate Service Excellence
Our platform combines Salesforce's powerful infrastructure with specialized tools for corporate service providers.
Tailored CRM for Corporate Services
Built specifically for trust companies and global service providers with industry-specific workflows and templates.
Fast Deployment
Launch your tailored solution in 30 days with our guided onboarding process and pre-built industry components.
Guaranteed ROI
Proven track record across 18 countries and 1450+ clients with measurable efficiency improvements and cost savings.
Seamless, Customizable Onboarding
Build out your customer journey for each service and enhance your customer experience with a few clicks—no technical expertise required.
Visual Process Builder
Drag-and-drop interface to design custom onboarding workflows for different service types without writing a single line of code.
Document Collection
Automated document requests, secure uploads, and intelligent verification to streamline compliance and reduce manual review.
Client Self-Service
Empower clients with a branded portal to track progress, submit information, and communicate with your team in real-time.
Milestone Tracking
Visual progress indicators and automated notifications keep both your team and clients informed at every step of the process.
Close Deals 89% Faster with Smart Proposals
Build comprehensive proposals with multiple services and products in minutes. Seamlessly integrate with WhatsApp for Business to send proposals securely and get them signed faster.
Intelligent Proposal Generation
Create professional proposals in minutes with AI-powered templates and dynamic pricing tables.
WhatsApp Integration
Send proposals directly through WhatsApp for Business—either personally or via AI assistant.
Secure & Encrypted
End-to-end encryption ensures your sensitive business proposals remain confidential.
Accelerated Deal Closure
Close deals up to 89% faster with instant delivery, tracking, and digital signatures.
Digital Signatures
Secure e-signing capabilities
Real-time Analytics
Track proposal performance
Everything You Need in One Platform
Kompetenza provides a comprehensive set of tools designed specifically for corporate service providers.
Document Builder
Create, edit, and manage corporate documents with intelligent templates.
WhatsApp for Business
Seamless client communication through WhatsApp integration.
Secure Client Portal
Provide clients with secure access to their documents and services.
Proposal Generator
Create professional proposals with customizable templates.
Invoicing & Payment Hub
Streamline billing and payment collection processes.
Analytics Dashboard
Gain insights into your business with comprehensive analytics.
ERP/CRM Integration
Connect with your existing systems via Kompetenza Hub.
AI-Enabled Platform Core
Leverage AI with 3 prebuilt agents to enhance your operations.
Our Solution is Fueled by AI... Are YOU?
Revolutionizing your Company's Efficiency with AI
Imagine having AgentIQ as a standard across your business—enhancing service, driving sales, and creating a company-wide knowledge hub. With AgentIQ, AI seamlessly supports your team and customers, offering better service, streamlined sales, and instant access to critical information. Elevate your operations with 24/7 autonomous AI agents designed to optimize efficiency and customer success.
Agent IQ- 1st AI agents designed for the corporate services industry
AgentIQ Service Agent
An AI-powered service agent built for corporate service providers. Handles real-time customer inquiries, automates onboarding flows, resolves service requests, and identifies upsell opportunities via the customer portal.
AgentIQ SDR (Sales Development Representative)
Our AgentIQ SDR never sleeps. This AI agent engages prospects instantly, personalizes sales proposals, and operates across multiple languages and time zones—helping you scale outreach and close more deals without lifting a finger.
AgentIQ Knowledge Hub
Centralize all company knowledge in one AI-empowered platform. Employees access training, SOPs, insights, and documentation instantly—reducing internal support queries and enhancing remote productivity.
Key Advantages
Intelligent automation that improves with every interaction
24/7 availability to serve customers and staff anytime
Actionable, data-driven insights to fuel smarter decisions