Customer operations
Respond and follow up faster
- Lead qualification and routing
- SMS and email follow-up
- CRM updates and appointment booking
Boynton Beach, Florida · Palm Beach County
AI automation built around your business.
RootWurx connects the data, documents, software, and recurring workflows behind your operation—then builds an AI layer that can answer questions, update records, and move work forward.
Local when usefulOnsite workflow discovery across Palm Beach County
Custom, not off-the-shelfBuilt around the tools and processes your team already uses
Built and operatedOne partner from the first workflow through ongoing support
Service-area business · street address not publishedBoynton Beach · Delray Beach · Boca Raton · West Palm Beach
01 · Services
Practical AI automation for the work your team repeats.
The goal is not to add another chatbot. It is to make the systems you already rely on work together—and give people a simpler way to operate them.
Back office
Move records without re-entry
- Document and form intake
- Invoices, receivables, and approvals
- Recurring reports and operating queues
Company knowledge
Make the business answerable
- Private document and SOP search
- Cited answers in Slack or Teams
- Reviewed actions across connected tools
02 · Fit
You probably need integration before you need more software.
Signal 01
Information lives everywhere
Your CRM, spreadsheets, inboxes, documents, and accounting records each hold one piece of the truth.
Signal 02
Work depends on memory
Follow-up, reporting, and handoffs happen because one reliable person remembers what comes next.
Signal 03
The same record gets entered twice
Teams retype details between systems because the existing tools were never designed to share one operating record.
Shipped work, not a strategy deck
See what a connected operating system looks like.
RootWurx built a live brokerage operating system around deals, commissions, receivables, listing intake, marketing, CRM workflows, market intelligence, company knowledge, and a Slack operating agent. The public demo uses a sample company and synthetic data.
Service area
Based in Boynton Beach. Built for businesses anywhere.
RootWurx can work onsite with businesses across Palm Beach County when in-person workflow discovery is useful. Delivery, integration, operation, and support are also available remotely throughout the United States.
03 · FAQ
Questions business owners ask before automating.
What kinds of work can RootWurx automate?
Common starting points include lead response, CRM updates, document intake, recurring reports, accounts receivable workflows, internal knowledge search, scheduling, and reviewed marketing operations.
Do you work with businesses outside Boynton Beach?
Yes. RootWurx is based in Boynton Beach and supports onsite discovery across Palm Beach County, while building and operating systems for teams throughout the United States.
Will this replace our current software?
Usually not. The first move is typically to connect your CRM, documents, spreadsheets, databases, and communication tools. We replace only the gaps that are creating operational friction.
How does an engagement begin?
We map one real workflow, demonstrate a bounded working version, pilot it in your environment, and expand only after the first piece proves useful.
Start with one broken workflow
What should your business stop holding together by hand?
Send the workflow, handoff, or recurring task that keeps creating friction. You will get a personal response within one business day.