Workflow Automation. CRM Implementation. Enable AI.

iPEGS Digital helps process-heavy and field-based teams modernise how work moves from enquiry to invoice, using practical digitisation, CRM implementation, workflow automation and AI that fits your reality.

What We Deliver

Consultancy-led transformation, delivered end-to-end.

Discovery & Process Mapping

Map real-world workflows, identify bottlenecks and risk, and agree a prioritised plan based on impact.

Digitisation & Workflow Automation

Replace paper, inbox-chasing and spreadsheets with structured workflows, approvals and clear ownership.

AI Enablement

Introduce AI where it genuinely helps: faster documentation, smarter triage, better reporting — with human control.

CRM & Customer Operations

Implement CRMs and operational tooling that improves visibility, responsiveness, conversion and retention.

Solutions

Build a single source of operational truth — across people, jobs and customers.

Online Forms

Onboarding, compliance, job sheets, customer sign-off.

Client Portals

Self-service updates, document collection, job/status visibility.

Document Automation

Capture data from PDFs, emails and photos into your system.

Dashboards & MI

Live visibility on jobs, customers, costs, performance and bottlenecks.

HOW WE WORK

A proven approach that reduces risk and delivers value fast.

Discover

Current-state mapping, data review, pain-point analysis, and opportunity identification.

Pilot

Ship 2–3 high-impact use cases quickly to prove value and refine the blueprint.

Rollout

Standardise workflows, integrate systems, train teams, and embed ownership.

Optimise

Dashboards, continuous improvement, and expanded AI capability as data maturity grows.

AI works best when the basics are solid: consistent data capture, clear workflows, and accountability. We build that foundation first — then scale AI where it improves speed, quality and decision-making.

INDUSTRIES

Built for process-heavy teams across sectors such as:

Utilities & Telecoms

Permits, evidence packs, compliance reporting, scheduling and field updates.

Construction & Civils

Job packs, plant checks, daily site logs, variations and faster invoicing.

Healthcare / Clinics / Aesthetics

Onboarding, consent, workflows, CRM and retention journeys.

Education & Training

Enrolment, employer engagement, admin automation and reporting.

What You Can Expect

Outcomes, not just tools.

  • Reduced admin time and rework

  • Faster job completion to invoice

  • Clear visibility across jobs & teams

  • Stronger compliance & audit trails

  • AI that’s controlled and safe

  • Higher quality data at the source

SOFTWARE

We don’t just advise — we build and run software too

iPEGS started as (and remains) a software company. Alongside consultancy and delivery, we build and operate products that help teams capture data, manage customers, and streamline operations — and we continue to support existing platforms.

Current Products:

  • iPEGS Remote— Forms, eSignatures & compliance capture
  • My Client Portal — Lead capture, follow-up & client management
  • Aesthetics Forms — Digital forms & bookings for clinics
  • Beauty Forms — Digital forms & bookings for salons

Want a clear digitisation + AI plan for your operation?

Contact us to discuss your goals — we’ll propose a practical roadmap.