Data consolidation01
One source of truth
Your CRM, calendar, accounting, website and spreadsheets synced into one database you own: the data lake every report and every agent reads from.
- One client record across every tool
- Scheduled syncs with logs
- A data lake in your own cloud
Orchestration02
Workflows across every tool
One trigger sets off everything that should follow it. The lead is saved, routed, followed up and logged, with no hands in between.
- Lead routing and instant follow-up
- Onboarding checklists that run themselves
- Documents generated and sent for signature
AI agents on demand03
A teammate who knows the business
Agents grounded in your own data that answer, draft, book and update for your team, from chat, email or their phone.
- Book, move and cancel from a chat
- Drafts written from verified facts
- Each person's AI signed in as themselves
Executive intelligence04
Decisions from live numbers
Dashboards and a daily brief built on the same data the team works in. Ask a question and get the number, not a spreadsheet.
- A morning brief for the owner
- Pipeline and revenue on one screen
- Plain-English questions over your data
Lead engine05
A website that sells while you sleep
Lead capture, qualification and instant follow-up wired straight into your pipeline, so no lead waits for someone to check an inbox.
- Qualifying forms whose answers travel with the lead
- A chat that knows your business
- A landing page for every person on the team
Internal apps06
Tools your team actually opens
Hubs, portals and iPhone apps built for how your people work, on the same system of record as everything else.
- A team hub for leads, bookings and requests
- A client portal
- An iPhone app with widgets and push
AI consulting07
Strategy without the slideware
Where AI pays off in your business, what it costs to run, and what to leave alone. Written down, ranked, and priced.
- An AI roadmap ranked by hours saved
- Tool and vendor choices
- Policies for safe use
System optimization08
Fix what you already pay for
An audit and tune-up of the stack you already own: dead tools cut, broken integrations repaired, duplicate data merged.
- Subscriptions cut to what is used
- Broken zaps and syncs repaired
- CRM cleaned and deduplicated