JSR Vertex

Smart Business Automation Solutions

Streamline operations, reduce manual tasks, and boost productivity with our custom business automation solutions.

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Create automations with your favorite tools

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Key Features of Our Business Automation Solutions

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Workflow Automation

Streamline repetitive tasks and approvals with intelligent workflows that save time and reduce errors.

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Centralized Data Management

Organize and access business data from a single platform—improving accuracy and decision-making.

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Real-Time Reporting & Dashboards

Track performance and KPIs with live dashboards and automated reports tailored to your business goals.

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System Integration

Connect your existing tools (CRM, ERP, accounting software) for seamless data flow and improved efficiency.

All your processes in one view

Teamwork where the teams work, with our intuitive interface.
JSR vertex is the easiest way to achieve consistent results.

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Supercharge your processes with powerful workflow features & integrations

Client Decision Flowchart

Is this an existing client?

Task 1

?
📋

Select client from the list

Task 3

✉️

Enter client email

Task 5

Conditional logic

Workflows respond dynamically to specific criteria, so that your team can focus on what truly matters.

Approvals

Improve compliance and accountability with single or sequential approvals.

PTO Request Approval

Dates requested

Jan 20 - Jan 25

Purpose (optional)

Going to my brother's wedding

No problem, have fun!
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About Our Automation

All-in-One Business Automation Platform

Managing a business these days? It’s a lot. That’s where our platform steps in—think of it as your team’s behind-the-scenes powerhouse. It takes care of routine stuff like task management, CRM, and sales tracking, so your people can focus on what really matters. Better workflows, smoother customer interactions, and a real shot at serious growth—without the chaos

  • Task & Workflow Automation
  • Integrated CRM System
  • Sales Pipeline Management
  • Real-Time Analytics & Reporting
WHY CHOOSE APP

Why JSR Vertex Is the Right Choice for Business Automation

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Integrated Task Management

Automate task assignments, deadlines, and progress tracking to boost team productivity.

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Smart CRM Integration

Manage leads, customer interactions, and follow-ups with a centralized, automated CRM system.

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Sales & Quotation Automation

Generate and send quotations directly from Google Sheets, track status, and convert leads faster.

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Real-Time Analytics & Reporting

Monitor performance, KPIs, and business metrics with live dashboards and automated reports.

Made Easy Way

Automated Quotation System – Powered by Google Sheets

Generate and manage polished quotations directly within Google Sheets, all through automated processes. This approach not only saves considerable time but also minimizes the likelihood of errors. By streamlining the sales workflow, our automation solution enhances efficiency and ensures a more reliable outcome.

  • Auto-Generated Quotations

    Instantly convert spreadsheet data into branded quotations.

  • One-Click Send to Clients

    Email quotations directly from the system with full tracking.

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SINGAL CLICK SENDER

Smart Catalogue Sender for Sales Teams

Easily manage and send product catalogues directly from your system. Whether you’re sharing with clients via email, WhatsApp, or other platforms, our tool ensures your catalogue is always up-to-date, visually appealing, and ready to convert leads into customers.

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POWERED BY JSR

Let’s See Our Latest Developed Process

Project Management App

Unlock 105 Workflows and Get a Custom Quote Instantly

Here’s the deal: running a business is complicated enough as it is. Our customizable quotation system is here to take a load off your plate. You need a quote? You get one—fast, accurate, and tailored to what your company actually needs. We’re talking CRM, task management, sales tracking, catalog sharing—the whole nine yards. We’ve packed this platform with over a hundred ready-to-roll workflows, covering client onboarding, inventory management, team coordination, lead follow-ups, performance analytics—you name it. Doesn’t matter if you’re a scrappy startup or a big player; you just select your services, and the system delivers a personalized quote in seconds. Bottom line: ditch the manual hassle and let automation handle the grunt work. You’ll save time, boost your team’s productivity, and your business can scale up without breaking a sweat. That’s just smart business.