One recent engagement.
Lead enrichment, routing and follow-up replies generated inside the CRM.
Down from 6+ hours. Automated first-touch on every inbound.
Better lead scoring and faster response, measured over 90 days.
Where AI actually earns its keep.
Lead scoring
Fit and intent models trained on your won/lost data. Scores live inside CRM fields you can query.
Follow-up generation
Tailored drafts from your CRM data and a template library your reps approve before send.
Data entry elimination
Meeting notes and call summaries written straight into the record, with source audit trails.
Smart alerts
Pattern-detection on pipeline changes — pings your team when a deal starts to slip.
Automated reporting
Narrative summaries of the week, the month, the quarter — not just tables.
Natural-language queries
Ask your CRM a question. Get an answer grounded in your data, with links to the records.
Self-hosted LLMs. BYO-API-key. Full audit trail — every AI-written field is traceable back to prompt and context. No data ever trains a public model.
Let's scope your ai workflow automation.
30 minutes. No slide deck. We'll map what you have, flag the risks, and tell you whether we're the right fit.