Lead Creation
Capture, enrich, score, and route inbound and outbound leads automatically — so the right opportunity reaches the right rep in seconds, not days.
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AI workflow automation, done right
Automate the work between your tools, teams, and customers.
ORTP designs and runs intelligent automation that ties together lead creation, logistics, customer success, and your affiliate lead pool — in the cloud or on-prem. A small, dedicated firm obsessed with resolving problems and keeping customers happy.
4
workflows unified
Cloud + On-Prem
deploy anywhere
1:1
dedicated partnership
Built to integrate with the stack you already run
Salesforce
HubSpot
Slack
Shopify
NetSuite
Zapier
Snowflake
What we connect
Four workflows, one intelligent system
Most teams run these as silos. We wire them into a single automated flow — with AI making the routine decisions so your people handle the ones that matter.
Logistics
Orchestrate orders, inventory, fulfillment, and hand-offs with real-time visibility and automated exception handling that keeps things moving.
Learn moreCustomer Success
Automate onboarding, health scoring, renewals, and proactive outreach — so customers feel looked after and churn signals get caught early.
Learn moreAffiliate Lead Pool
Manage partners, attribution, and a shared lead pool with automated distribution, fair-share routing, and transparent performance tracking.
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70%
less manual hand-off work
<5 min
average lead response
24/7
always-on orchestration
1 view
across every workflow
AI where it counts
Let automation handle the routine. Keep humans on what matters.
We apply AI deliberately — to classify, route, summarize, draft, and decide on the repetitive work that slows teams down. Every automation has a clear owner, an audit trail, and a human in the loop where the stakes are high.
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Intelligent routing & scoringThe right work reaches the right person automatically.
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Drafting & summarizationAI-generated replies, recaps, and updates your team approves.
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Exception detectionProblems surface early, before they reach the customer.
How we work
A practical path from problem to running automation
1
Discover
We map your workflows, tools, and the hand-offs that cost you time and revenue.
2
Design
We propose the automations and AI touchpoints with the highest, fastest payoff.
3
Deploy
We build and integrate — cloud or on-prem — with testing, audit trails, and rollback.
4
Support
We monitor, tune, and resolve issues as a dedicated partner — not a ticket queue.
Cloud or on-prem
Run it your way — your data, your rules
Whether you need the speed of the cloud or the control of your own infrastructure, ORTP deploys to fit your security and compliance needs.
Cloud
Fast to launch and effortless to scale. We stand up secure, managed automations on the platforms you trust, with monitoring and updates handled for you.
- Rapid deployment
- Elastic scale & managed updates
On-Prem
Keep sensitive data inside your own walls. We deploy within your infrastructure for full control over security, residency, and compliance.
- Data stays in your environment
- Full compliance & residency control
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ORTP untangled four disconnected systems into one flow we actually trust. Leads don't fall through the cracks anymore, and when we have a question, we're talking to the people who built it.Operations Director Regional logistics & fulfillment company
Let's automate the work that's holding your team back.
Tell us where the friction is. We'll show you what a connected, AI-assisted workflow could look like for your business.