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Empowering SMEs with Automation and AI

As small and medium-sized enterprises (SMEs) in Portugal navigate the challenges and opportunities of digital transformation, automation and AI tools stand out as powerful allies. These technologies not only streamline operations but also offer unprecedented insights into customer behaviour, operational efficiency, and strategic decision-making. Let’s explore practical examples of automation and AI in action and how your business can start this journey.

Streamlining Operations with Automation

ProcessMaker offers an intuitive platform for business process automation (BPA) and workflow management. From hiring processes to claims processing, SMEs can automate repetitive tasks, freeing up valuable resources for strategic initiatives. For example, automating employee onboarding ensures a seamless integration of new hires, reducing manual paperwork and accelerating productivity ramp-up

Enhancing Financial Operations

NetSuite ERP is a comprehensive solution that automates financial, CRM, and supply chain operations. Fulton & Roark, an SME specializing in men’s grooming products, utilized NetSuite to streamline their inventory and financial data management, resulting in a 50% year-over-year sales increase without additional headcount​​. Implementing NetSuite ERP can centralize operations, offering real-time insights and scalability.

Improving Customer Support with AI

Chatbots powered by AI can transform customer service, offering 24/7 support with immediate responses to inquiries. Tools like Intercom and Drift provide AI-driven customer engagement platforms that personalize the customer experience, improve satisfaction rates, and increase conversion through timely interactions. These solutions can integrate seamlessly into your existing website, providing an immediate uplift in customer engagement.

Optimizing Marketing Efforts

HubSpot, with its AI and automation features, offers SMEs a powerful platform for inbound marketing, sales, and customer service. Its capabilities include email marketing automation, customer relationship management (CRM), and analytics to track engagement and ROI. HubSpot’s AI-driven insights help tailor marketing strategies to customer preferences, driving growth and improving customer retention.

Comprehensive Business Management

Odoo is another exemplary tool for SMEs seeking an all-in-one business management solution. This open-source platform offers a suite of applications covering everything from sales, CRM, project management, inventory management, accounting, and more. What sets Odoo apart is its modular architecture, allowing businesses to start with the basics and add more applications as they grow. For instance, a small retailer in Portugal can use Odoo to streamline online sales through an integrated e-commerce platform, manage in-store transactions with the Point of Sale (POS) app, and keep track of inventory and orders in real time. The flexibility and scalability of Odoo make it an ideal choice for businesses aiming to optimize their operations while maintaining agility in the fast-paced market.

Getting Started with Automation and AI

Beginning your automation and AI journey involves assessing your current processes, identifying areas for improvement, and selecting the right tools that align with your business goals. Engaging with a trusted partner or consultant can provide valuable insights and support throughout this transformation. Remember, the goal is to enhance efficiency and decision-making without sacrificing the personal touch that distinguishes SMEs.


Automation and AI offer a pathway to significant efficiency gains, deeper customer insights, and strategic growth for SMEs in Portugal. By carefully selecting and implementing the right tools, your business can achieve a competitive edge in today’s digital economy.

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