AI & Automation Partner
I Build the Systems That Make Businesses Run Faster
Helping manufacturers, financial firms, and growing businesses turn complex operations into intelligent, automated systems.
Book a Discovery CallFree 30-minute consultation. No commitment.
Sound Familiar?
These are the problems I solve every day for businesses like yours.
Time Lost to Manual Work
Your team spends hours on repetitive tasks that should take minutes. Processes that could be automated are still running on spreadsheets and manual effort.
Leads Slip Through the Cracks
Inquiries come in from multiple channels, but follow-up is slow, inconsistent, and unstructured. Opportunities get lost before they reach your sales team.
Disconnected Tools and Systems
Your CRM doesn't talk to your email. Your data lives in five different places. Nothing is connected, and no one has the full picture.
Growth Limited by Operations
The market demand is there. The business is strong. But scaling is held back by processes that weren't built to handle the next level.
How I Help
I work across five core areas to turn your operations into a competitive advantage.
CRM Implementation & Optimization
Get your customer data working for you. I build and optimize CRM systems that give your team full visibility, automated workflows, and a single source of truth.
AI Agents & Bots
Custom AI agents that handle repetitive conversations, qualify leads, answer questions, and route opportunities so your team can focus on what matters.
Business Automation
I connect your tools, automate your workflows, and eliminate the manual steps that slow your team down. Less busywork, more output.
AI Strategy & Implementation
Not sure how AI fits into your business? I help you identify the right opportunities and build practical AI solutions that deliver real results.
Technology Consulting
A strategic technology partner who understands business operations. I help you make the right tech decisions and build systems that actually scale.
Real Projects. Real Results.
Here is what it looks like when the right system meets the right business.
AI Sales Agent: Qualifying & Routing 100+ Leads a Day
The Problem
A leading U.S. aluminum manufacturer was drowning in inbound demand. 100+ leads per day across multiple channels. Leads arrived incomplete, salespeople burned hours on repetitive qualification, and critical context was missing before quoting.
What I Built
A custom AI Sales Agent. An always-on qualification and routing layer that captures leads across channels, engages instantly, asks the right follow-up questions, structures each inquiry into a clean commercial opportunity, and pushes it directly into the CRM.
Key Results
- Instant first response across all channels
- Leads fully qualified before sales handoff
- Dramatically reduced back-and-forth with prospects
- Structured, prioritized opportunities inside CRM
- Sales team focused on closing, not chasing
Custom Investment Operations Platform for a Multi-Billion Dollar Family Office
The Problem
A family office managing complex investment structures across private equity, hedge funds, and real estate was stuck in manual workflows and fragmented tools. Portfolio building was slow, scenario analysis was cumbersome, and the analytical depth they needed was buried under operational friction.
What I Built
A custom financial operations platform designed around how the team actually thinks and works. The system translates their internal financial logic into structured workflows, enables real-time portfolio construction and scenario simulations, and supports live asset comparison.
Key Results
- Portfolio construction in seconds instead of hours
- Real-time scenario simulations during live conversations
- Clear visibility into financial exposure across asset classes
- Major reduction in manual friction across processes
- A scalable platform that evolves with the operation
AI SDR System: 36x Increase in Qualified Outreach Activity
The Problem
The client's outbound sales was entirely manual. Prospecting, LinkedIn outreach, follow-up, and CRM updates all depended on repetitive human effort. SDR costs were high, execution was inconsistent, and there was no reliable visibility into pipeline progression.
What I Built
A custom AI SDR system that automates the full early-stage outbound motion on LinkedIn. Prospect identification, personalized message generation, structured outreach sequences, follow-up logic, CRM synchronization, and automated task creation when leads engage.
Key Results
- 36x increase in outreach and lead generation activity
- Lower dependency on manual SDR execution
- Consistent follow-up and prospect handling
- Full pipeline visibility inside CRM
- Outbound transformed into a repeatable growth engine
Meet Amit Perez
I help businesses turn complex operations into intelligent systems.
For the past several years, I've been working at the intersection of technology, business strategy, and automation, partnering with companies that know they need to operate smarter but don't have the in-house expertise to make it happen.
My clients aren't tech companies. They're manufacturers, financial firms, consultants, and growing businesses dealing with real operational challenges: too many manual processes, scattered tools, slow pipelines, and teams stretched thin.
I come in as a technology partner, not just to implement tools, but to understand how the business actually works, identify the bottlenecks that cost the most time and money, and build systems that solve them.
I don't sell software. I build infrastructure around the way you work.
What People Say
Amit Perez is a determined and dedicated professional, always committed to completing projects on time and to the highest standards. His curiosity and drive for growth make him a true asset, always seeking new knowledge and challenging the status quo. Amit excels at building strong relationships with colleagues, stakeholders, and clients. His dynamic and versatile approach makes him stand out in any team. I highly recommend Amit in the field of product management.
Joachim Orientis
TPM at Decathlon Global
Amit Perez provided excellent consulting and guidance. Their professional advice was extremely helpful, and I highly recommend their services. Amit is truly an expert in his field.
Stav Brener
VP of Entrepreneurship Center, Ben-Gurion University
Amit is an exceptional product manager with outstanding leadership capabilities. His deep understanding of project management principles, excellent communication skills, and ability to keep everyone aligned were invaluable. Amit is extraordinarily organized, always making sure teams have everything they need to succeed. His dedication to completing projects on time and on budget is unmatched. I highly recommend him for any role in the field.
Eldar Mor
Senior Full Stack Developer, Code Oasis
Frequently Asked Questions
Ready to Build Something That Actually Works?
Let's start with a conversation. Tell me what your business looks like today, and I'll show you what it could look like with the right system in place.
Book Your Free Discovery Call30 minutes. No sales pitch. Just clarity.