AI, Automation,
Systems Optimization & Consulting
At Soptix, we design and deploy the intelligent systems your business runs on: automating the busywork, streamlining operations, and building the client acquisition systems that keep new business coming in.
See the full pictureSound familiar?
These are the four problems we solve.
Your operations aren't built around systems, so bottlenecks pile up
Work stalls at every handoff between people and tools because nothing connects them. Each bottleneck needs someone to notice it and push it through by hand.
Your team drowns in repetitive work
Inbox triage, follow-ups, data entry, lookups: hours of work a system should handle.
New clients come from referrals and word of mouth
When the pipeline runs dry there is no lever to pull, and the leads that do come in sit unanswered for hours while you are busy delivering the work.
You need a strategic partner, not just a vendor
Vendors execute what you ask for. A partner helps you figure out what to automate first, and why, before you commit budget to building it.
We improve, develop, and operate business processes and programs.
Each engagement is fixed-scope, measurable, and grounded in how your business actually runs.
AI and Workflow Automation
AI agents and workflow automation that handle triage, follow-ups, and data entry so your team doesn't have to. Built to plug into the tools you already use, from email and CRM to spreadsheets and internal systems, cutting hours of manual work every week.
Systems Optimization
Backend workflows and internal systems rebuilt to run without you. We map how work actually moves through your business, then remove the manual handoffs, duplicate data entry, and bottlenecks slowing it down.
Client Acquisition Systems
AI-enabled systems that turn inbound and outbound into booked appointments. Outbound sequences reach a targeted list while every inbound enquiry gets answered in seconds. An AI setter works both sides day and night, answers questions, qualifies the lead, and books the meeting, so your calendar stays full and more deals close.
Consulting and Strategy
An audit and roadmap that finds your highest-leverage system before you spend a dollar building. You walk away with a clear plan: what to automate first, what it costs, and the return you can expect.
Some of Our Work
Speed-to-lead system
An AI agent that answers WhatsApp, Instagram and Facebook in seconds, at any hour, and logs every buyer in the CRM.
Automated policy intake
Policy applications from every insurer read into one standard record and filed without manual data entry.
Automated document review
Thousands of pages of scanned public records searched in one pass, returning only the pages that answer the question.
Who you're working with.
Daniel spent three years building systems for Microsoft, shipping 20+ projects from architecture through deployment.
At Soptix, he applies that full-stack expertise to AI-driven automations, intelligent workflows, and end-to-end systems that cut overhead for every client we take on.
From discovery to deployment.
Structured, fixed-scope, no surprises.
Discovery & Audit
We map your workflows, operations, and goals to find the highest-leverage system to build first.
Scope & Proposal
You receive a clearly defined implementation scope, delivery timeline, and fixed-price proposal, with no hourly billing or undefined project costs.
Build & Deployment
Our team designs, builds, tests, and deploys your automation systems with structured updates throughout the implementation process.
Optimization & Support
Optional ongoing support for monitoring, improvements, new automations, and system optimization as your operations evolve.
Ready to scale your business?
Book a free 30-minute call. We'll map where AI, automation, and client acquisition create the biggest impact in your business, and scope exactly what to build first.
Book a Call