
StartingPoint is a SaaS workflow automation and management platform designed for professional services and shared services companies and teams. It integrates workflow automation, CRM, project management, helpdesk ticketing, resource scheduling, invoicing, and file storage into a single platform that is easy to deploy and use, requiring minimal clicks. The platform aims to improve operational efficiency, customer satisfaction, and team productivity by streamlining client engagement and internal processes. StartingPoint serves businesses ranging from small teams to enterprises, offering flexible pricing plans and AI-driven features such as an AI Proposal Builder. The company emphasizes simplicity, continuous innovation, and customer success, targeting service-based companies that need to manage workflows, customer interactions, and team tasks efficiently.

StartingPoint is a SaaS workflow automation and management platform designed for professional services and shared services companies and teams. It integrates workflow automation, CRM, project management, helpdesk ticketing, resource scheduling, invoicing, and file storage into a single platform that is easy to deploy and use, requiring minimal clicks. The platform aims to improve operational efficiency, customer satisfaction, and team productivity by streamlining client engagement and internal processes. StartingPoint serves businesses ranging from small teams to enterprises, offering flexible pricing plans and AI-driven features such as an AI Proposal Builder. The company emphasizes simplicity, continuous innovation, and customer success, targeting service-based companies that need to manage workflows, customer interactions, and team tasks efficiently.
Product: All-in-one workflow automation and customer operations platform for professional and shared services teams
Founder & CEO: Raymond (Ray) McKenzie
Headquarters: Redondo Beach, California
Employee count: 8
Workflow automation and customer operations for professional services, consultants, and shared-services teams.
SaaS / Workflow Automation / Customer Operations
“BDev Ventures listed as an investor”