- IPM Software - AI Agent
Stop Doing Work That AI Can Do for You
SME founders spend 25+ hours weekly on manual tasks that could run automatically – while AI-powered competitors pull ahead. Reclaim your strategic time with intelligent automation that actually works.
- 150+ Businesses Served
- ClickUp Certified Partners
- Average 100% ROI in Year 1
- 30-Day Success Guarantee
Problem-Solution-Outcome
- The Problem : Your Growth is Stuck in Manual Mode
- 25+ hours weekly lost to manual processes that could be automated
- Status updates, data entry, and routine follow-ups consume strategic thinking time
- Competitors using AI automation are pulling ahead while you’re stuck firefighting
- Your team is overwhelmed, but hiring isn’t the answer
- Our Solution : AI That Speaks Your Business Language
We don’t just deliver technology – we deliver outcomes in the systems where your team already lives. Our AI agents integrate seamlessly with your existing workflow, handling routine tasks so you can focus on what only humans can do: strategy, relationships, and growth.
Your Outcome: Competitive Advantage Through Intelligence
- Reclaim 25 hours weekly for strategic priorities
- Reduce operational costs by 20-30% through eliminated manual work
- Scale your output without scaling headcount – our clients achieve 10x productivity gains
- Stay ahead of competitors still stuck in manual workflows
Service Tiers Overview
Three Levels. One Smart Journey.
- Level 1
AI Readiness Assessment & Strategic Roadmap
$99.00
(one-time)
Perfect for: Teams unsure where to start with automation
You get:
- Business system audit identifying your biggest automation opportunities
- Custom roadmap prioritized by ROI potential
- Live walkthrough session with our automation experts
Outcome: Clear direction and confidence in your AI strategy
- Level 2
AI Workflow Automation
$1,500
/project
or
$1,900
/month
Perfect for: Teams ready to eliminate manual operations
You get:
- Implementation of AI-driven automations based on your roadmap
- Tool integration (Make.com, Zapier, ClickUp, CRMs)
- Automated workflows setup and testing
- Team training and 30-day optimisation support
Outcome: 30-50% time savings and measurable efficiency gains
- Level 3
AI Readiness Assessment & Strategic Roadmap
$4,500
/project
or
$2,900
/month
Perfect for: Growing businesses ready for intelligent automation
You get:
- Custom AI agents that handle complex, multi-step tasks
- Integration with all your business systems
- Insight dashboards and performance reporting
- Ongoing optimization and SLA support
Outcome: Autonomous operations that work 24/7 while you focus on growth
Testimonials
The team at IPM Software is a pleasure to work with. Not only do they bring specific platform expertise, they are exceptionally flexible, provide rapid turnaround times, and offer solution alternatives, allowing the most effective implementation decisions to be made with ease.
Ian Ratner
Managing Director, Triple Blaze Consulting
The team at IPM Software is a pleasure to work with. Not only do they bring specific platform expertise, they are exceptionally flexible, provide rapid turnaround times, and offer solution alternatives, allowing the most effective implementation decisions to be made with ease.
Ian Ratner
Managing Director, Triple Blaze Consulting
I needed something that worked for the entire Marketing team—not just another generic tool. IPMS didn’t just give us a one-size-fits-all template—they actually took the time to understand how the team operates and built a setup around that.
Adinda Rosyadha
Marketing Manager, Institute Project Management
Testimonials
What Our Clients Say About Us
Sarah Chen
Founder, TechStart Solutions (45 employees)
Saved 30 Hours a Week with Smart Automation
IPM’s automation assessment showed us we were wasting 30 hours a week on tasks that now run themselves. We’ve recovered strategic time and our team is actually excited about the work they’re doing
Marcus Rodriguez
Operations Director, Growth Partners (120 employees)
No More Check-Ins — Just Clear, Faster Projects
Never chase a status update again – that’s exactly what happened. Our project delivery improved by 40% because everyone always knows what’s happening without constant check-ins
Jennifer Walsh
Head of Sales, ScaleUp Inc (85 employees)
Lead Response in Minutes — Thanks to Our AI SDR
The AI agent handles our initial sales outreach and follow-ups. It’s like having a dedicated SDR that never sleeps. Our lead response time went from hours to minutes.
Sarah Chen
Founder, TechStart Solutions (45 employees)
Saved 30 Hours a Week with Smart Automation
IPM’s automation assessment showed us we were wasting 30 hours a week on tasks that now run themselves. We’ve recovered strategic time and our team is actually excited about the work they’re doing
- 98% client satisfaction across 150+ implementations
- Average 100% ROI achieved within 12 months
- 25 hours weekly average time savings per client
Why IPM Software Wins
- We Speak Business, Not Just Tech
Unlike DIY platforms that dump complex tools on you, we translate AI capabilities into business outcomes. You get enterprise-grade automation with small-team simplicity.
- Built for Your Existing Tools
We optimise what you already use – your Project Management software your CRM – instead of forcing expensive platform changes. Integration, not disruption.
- Proven 3-Tier Growth Path
Start with clarity (Level 1), gain quick wins (Level 2), then scale with intelligence (Level 3). Every client gets results before making bigger investments.
- Your Success is Our Success
We don’t just build and leave. Our ongoing support ensures your automation actually delivers the promised outcomes. We’re your long-term operations partner, not a vendor.
Industry Recognition & Credentials
- Certifications & Partnerships
- ClickUp Certified Partners – Deep expertise in the platform your team already loves
- Make.com Advanced Partners – Certified in the most powerful automation platform.
- AI Ethics Council Members – Responsible AI implementation that protects your business
- Featured In
- TechCrunch: “The SME Automation Specialists”
- Small Business Technology Review: “Top 10 AI Consultants for Growing Companies”
- Automation Excellence Awards: “Best SME Implementation 2024”
Frequently Asked Questions
Learn how our AI Agent works, what it can do, and how to get started.
Automation handles repeatable tasks based on set triggers (e.g. “When a task is marked complete, notify the team”).
AI Agents go further — they use natural language processing and logic to make decisions, generate content, summarize data, and act semi-autonomously. Think of an agent as a 24/7 teammate that proactively works across tools.
Level 1 is ideal if you don’t know where to begin and want expert eyes on your current systems and bottlenecks.
Level 2 is for teams who know the manual work they want to eliminate and are ready to get things automated.
Level 3 is for forward-thinking businesses who want intelligent agents doing real work — like writing, responding, updating dashboards, or qualifying leads.
Yes. We specialise in platforms like ClickUp, Slack, HubSpot, CRMs, Gmail, Make.com, n8n and Zapier. You won’t need to replace anything, our job is to layer intelligence into what you’re already using.
Not at all. We handle the complexity — from workflow design to AI logic and deliver everything with plain-language documentation and walk-throughs. You just need to tell us what slows you down or drains your time. ullamcorper mattis, pulvinar dapibus leo.
Yes. Every level includes a live walkthrough and Loom demo so your team knows how to use the system or agent. For AI Agent deployments, we also provide onboarding support and ongoing check-ins.
That’s the whole point. Our 3-tier framework lets you start with a roadmap (Level 1), implement quick wins (Level 2), and evolve toward AI Agents (Level 3) all guided by your business goals and readiness.
From day one, we agree the metrics that matter to you – whether that’s reduced turnaround times, fewer manual tasks, or faster client responses.
Your dashboard in ClickUp (or your chosen platform) updates automatically, so you can see progress in real time and compare results against your baseline.
Ready to Reclaim Your Strategic Time?
Free Consultation
The Choice is Simple:
- Option A : Keep spending 25+ hours weekly on manual tasks while AI-powered competitors pull ahead
- Option B: Get clear on your AI opportunities with our assessment and start your automation journey today
Start with Confidence
Our risk-free assessment gives you everything you need to make informed decisions about AI automation for your business. No pressure, no overselling – just clarity on how to work smarter, not harder.
Get Started
Three Ways to Get Started:
Whether you want instant clarity with a low-cost assessment, prefer to talk through your goals with an expert, or need to see real-world results first — we’ve got you covered. Choose the option that fits your pace, your priorities, and your comfort level. No pressure. Just real paths to progress.
1. Get Immediate Clarity
AI Readiness Assessment
2. Talk to an Expert
Book Free 15-Minute Consultation
See Our Work
Browse Client Success Stories