Feature · Full-Service Automation

Full-service automation that covers the whole revenue stack, not just a slice.

Full-service automation tools get called that for two different reasons. Some vendors mean "we run the service for you" (managed service). Some mean "we cover the full stack of workflows" (end-to-end platform). This page is about the second: a platform that covers CRM, marketing, projects, documents, messaging, and finance automation on one license, one data model, one audit trail, and one bill. Strkr runs that whole surface at flat $50 per seat with no per-module add-on.

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What full-service has to cover

The eight workflow surfaces real revenue teams run.

A full-service tool that covers five of the eight surfaces below leaves the team integrating three best-of-breed tools and running three separate automation layers. The tool that covers all eight collapses the surface into one place where the data model, the permission model, and the audit trail are shared.

CRM automation

Lead routing, deal flow, forecast.

CRM automation covers lead routing, lead scoring, deal stage progression, forecast rollup, pipeline hygiene. The common patterns include round-robin lead assignment, SLA-based routing, stage-gated validation, and forecast coverage checks. A full-service tool covers these natively, not via a connector to a separate CRM.

Marketing automation

Nurture, scoring, attribution.

Marketing automation covers lead nurture, lead scoring from engagement, attribution across touchpoints, and campaign reporting. The common failure where marketing and sales live on different data models (and segmentations differ by 20%) does not happen when the data model is shared.

Projects automation

Delivery flows, sprint, release.

Projects automation covers delivery flows: issue triage, sprint ceremony automation, release notes generation, dependency tracking. Strkr Projects integrates with CRM so Closed-Won auto-provisions the implementation workspace with scope from the SOW.

Document automation

Quotes, contracts, SOPs.

Document automation covers quote generation, contract routing, SOW rendering, SOP maintenance, and policy acknowledgment. Strkr Docs is the native wiki; e-signature routes through DocuSign and PandaDoc integrations.

Messaging automation

SMS, MMS, SMTP.

Messaging automation covers SMS, MMS, and email send with campaign cadence, personalization from CRM data, consent management, and reply handling. Strkr Messaging ships natively on a tier-1 US carrier network at per-message pricing roughly 37% below the leading alternative.

Finance automation

Invoicing, rev-rec, dunning.

Finance automation covers invoice generation, rev-rec schedules, dunning flows, expense approvals, close checklists. Strkr integrates with QuickBooks, NetSuite, and Xero for GL posting with idempotent syncs.

Support automation

Case routing, SLA, escalation.

Support automation covers case routing, SLA tracking, escalation on breach, resolution category enforcement, and CSAT survey firing. Shares the account record with CRM so support history is on the account.

HR and admin automation

Onboarding, offboarding, access.

HR and admin automation covers employee onboarding (access provisioning, team membership), offboarding (access revocation, data handover), and periodic access review. The admin surface shares the permission model with the rest of the platform.

Where tools differ

Six axes that separate real full-service from the marketing term.

Tools that call themselves full-service often cover three or four surfaces well and the rest via connector. The axes below separate real full-service tools from the ones that are a CRM plus connectors in the marketing copy.

Shared data model

One typed record vs synced copies.

Tools with one shared typed data model have one source of truth. Tools with synced copies have N copies drifting over quarters. The common failure where sales says the account has 400 users and support says 350 does not happen on a shared model.

Shared permissions

One permission model across modules.

Tools with one permission model mean a user access change propagates everywhere. Tools with per-module permissions require admin to configure five tools and forget two. The permission consistency is a procurement question.

Shared audit

One log for every write.

Tools with one audit log key every write (CRM, docs, messaging, finance) to the same journal. Tools with per-module audits require correlation across logs. The audit consistency matters at SOX cycle time.

Native modules

First-class vs partner integration.

Tools with first-class native modules ship the module with the vendor's brand, support, and uptime. Tools with partner integrations ship with the partner's support contract and the partner's outage schedule. The native vs partner distinction matters at scale.

Pricing shape

Flat seat vs per-module.

Flat-seat tools include every module at one price. Per-module tools make full-service a procurement spreadsheet of surcharges. The pricing shape predicts whether the team actually uses the full surface.

Exit posture

Open API vs vendor lock-in.

Tools with open REST and GraphQL API on every module stay exit-friendly even at full-stack adoption. Tools with closed APIs on some modules convert full-service into full-lock-in. The exit cost is measurable per module.

What Strkr ships for full-service

The platform surface, in detail.

CRM, Marketing, Projects, Docs, Messaging, Finance integrations, Support, HR admin all on one platform. Shared typed data model, shared permission model, shared audit log, shared automation runtime. One license, one bill, one onboarding, one API. Flat $50 per seat.

Shared record

One Account, one Contact, everywhere.

Account, Contact, Opportunity are the single source of truth across CRM, Marketing, Projects, Docs, Messaging, and Support. The common failure where modules fork the account record (sales thinks 400 users, support says 350, marketing says 420) does not happen because the record is shared.

Shared permissions

One role, every module.

A role (rep, lead, CSM, exec) carries the same permissions across every module. A rep who cannot see an opportunity cannot see the SOW tied to it, cannot send a message to that account, cannot read the finance record. The permission is shared, not duplicated.

Shared audit

One log for every write.

Every write (CRM field change, document approval, SMS send, GL journal post, support case transition) lands on one audit log keyed by actor, record, timestamp, and action. SOX, SOC 2, and HIPAA audits resolve to filter views on one log.

Shared automation

One flow runtime across modules.

The flow runtime is one engine. A flow that fires on Closed-Won can provision the project (Projects), generate the handoff doc (Docs), send the welcome SMS (Messaging), and post the invoice (Finance) in one declarative flow. The flow does not require crossing vendor boundaries.

Native modules

Every surface is first-class.

CRM, Marketing, Projects, Docs, Messaging, Support, HR admin are all native modules. Finance integrates with QuickBooks, NetSuite, Xero via first-class signed syncs. E-signature integrates with DocuSign and PandaDoc. Strkr does not reinvent what it should integrate.

Flat pricing

$50 per seat, every module.

Strkr is $50 per seat flat on every tier. Every module is included. Strkr Messaging adds a small usage-based line (per-SMS, per-MMS, standard markup). Finance uses the customer's own QuickBooks/NetSuite/Xero license. No per-module surcharge.

Where teams actually land

Three deployment patterns from real customers.

A 90-seat SaaS, a 240-seat services firm, and a 400-seat healthcare company all run full-service on Strkr. The shared data and audit are the same; the module usage flexes to the business.

SaaS pattern

CRM, Marketing, Projects, Messaging.

A 90-seat SaaS runs CRM for pipeline, Marketing for nurture and attribution, Projects for implementation delivery, and Messaging for in-app and SMS notifications. All four modules share the account record. The customer journey from lead to activation to expansion lives on one platform.

Services firm

CRM, Projects, Docs, Finance.

A 240-seat professional services firm runs CRM for pipeline, Projects for delivery, Docs for SOW and status reports, and Finance integration for time-and-materials invoicing. The signed SOW auto-provisions the project with scope matrix, billable hours log on the project, and NetSuite posts the invoice.

Healthcare pattern

CRM, Marketing, Docs, Finance under BAA.

A 400-seat healthcare company runs CRM for patient relationships, Marketing for patient education, Docs for consent forms and policy acknowledgment, and Finance for claims billing. All modules route PHI through the compliant audit path under a signed BAA.

Cross-module flow

Closed-Won fires five downstream actions.

A deal that closes fires: handoff doc in Docs, project workspace in Projects, finance alert to QuickBooks, welcome SMS in Messaging, and 30-day check-in task on CSM calendar. One flow, five modules, zero cross-vendor glue.

Audit at scale

SOC 2 cycle completed in 2 weeks.

A public-company customer ran its SOC 2 Type II cycle after moving to Strkr. The audit team filtered the shared audit log by control, exported the samples, and completed the cycle in 2 weeks against a 6-week baseline. The shared audit is the key.

Exit posture

Full-service does not mean full-lock-in.

Every record, every flow run, every audit entry is accessible via the open API. A team that chooses to rebuild one module externally (say, swap Projects for a vertical PM tool) can export the project data and reinstate it elsewhere. The exit cost is measurable per module.

Full-service automation that actually earns the "full" label.

Strkr runs CRM, Marketing, Projects, Docs, Messaging, Finance integrations, Support, HR admin on one platform. Shared data, shared permissions, shared audit, shared automation runtime. Flat $50 per seat.

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Common questions

What buyers ask about this feature.

Does "full-service" mean Strkr runs the automation for us?

No. Full-service in this context means Strkr covers the full stack of workflow surfaces (CRM, Marketing, Projects, Docs, Messaging, Finance integrations, Support, HR admin) on one platform. Strkr does not sell managed services; the customer's ops team runs the automation using the Strkr platform. For teams that want implementation help, Strkr has a certified partner network, but the ongoing automation is run by the customer. The pricing (flat $50 per seat) reflects software-only, not managed service.

What is actually first-class vs integrated?

First-class native modules: CRM, Marketing, Projects, Docs, Messaging, Support, HR admin. These ship under the Strkr brand with Strkr's uptime, support, and roadmap. Integrated via first-class native integrations: Finance (QuickBooks, NetSuite, Xero for GL posting), E-signature (DocuSign, PandaDoc for signature routing). Strkr does not reinvent GL ledgers or e-signature; it integrates the two tools customers already use. The distinction matters because the integrations use the customer's own license (not resold through Strkr).

How does the shared data model actually work?

The Account, Contact, and Opportunity records are the primary objects across every module. CRM reads and writes them, Marketing reads them for segmentation and writes engagement signals, Projects links to them for client-side workspace scoping, Docs merges from them for template rendering, Messaging reads them for personalization, Support reads them for case context, Finance reads them for billing. The record is one record, not N copies in N systems. The common failure where modules fork the account record does not happen because there is only one record.

Does one audit log really work across every module?

Yes. Every write across every module lands on one audit log keyed by actor, record, timestamp, and action. A SOX, SOC 2, HIPAA, or GDPR audit request filters directly: "every write to patient record 1234 in Q2" or "every discount approval over 30% in 2026" resolves on one log. Public-company customers running SOX cycles typically see 60-70% reduction in audit cycle time because the correlation across modules is implicit, not forensic.

What is excluded from full-service?

Strkr is not an ERP. For general-ledger accounting, Strkr integrates with QuickBooks, NetSuite, Xero (customer brings their own license). Strkr is not an HR core system; HR admin automation covers access provisioning and offboarding, not payroll or benefits. Strkr is not a product analytics tool; for product telemetry use Mixpanel, Amplitude, or similar. The honest scope is revenue operations: Sales, Marketing, CS, Delivery, Docs, Finance-adjacent workflows, and the admin surface that supports them.

How is this priced versus per-module platforms?

Strkr is flat $50 per seat on every tier with every module included. Platforms with per-module pricing can run $150-$300 per seat for the full surface. The pricing shape matters because full-service only works if the team actually uses the full surface, and per-module pricing penalizes exactly that behavior. Strkr's pricing shape makes the full-service pitch economically honest at team sizes from 5 to 500+.

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