Custom AI Agents
Agents built around your exact process, trained on your knowledge and your data.
AI SOLUTIONS
AI That Does Real Work Inside Your CRM
We build AI agents and automations that plug into the CRM you already have. They score leads, write follow ups, clean data and pull reports so your team gets hours back every week.
- Custom AI Agents
- Automated Workflows
- LLM Integrations
- Forecasting
- Data Enrichment
- AI Content & Email
ClaudeAnthropic
GPTOpenAI
GeminiGoogle
Let's Talk About AI
Tell us what eats up your team's time. We'll show you what AI can take off their plate.
AGENTS AT EVERY LEVEL
Start Small. Scale When It Works.
We build AI agents at every level of complexity. Most clients start with one task and grow from there.
Level 1
Task Agents
- Watch for new leads and alert the right rep
- Summarize calls and log notes
- Send weekly reports on their own
- Flag duplicates and bad data
Level 2
Workflow Agents
- Research, score and route new leads
- Draft personalized follow ups
- Move deals forward with tasks and reminders
- Handle multi-step processes across tools
Level 3
AI Teammates
- Run a whole process start to finish
- Prospecting and outreach on autopilot
- Support answers from your knowledge base
- Guardrails and a record of every action
WHAT WE BUILD
AI Services for Growing Teams
Workflow Automation
Multi-step processes that run on their own across your CRM, email and other tools.
Generative AI Content
On-brand emails, posts and campaign copy at scale, in a voice that still sounds like you.
Lead Scoring & Routing
AI that reads every new lead, scores it and gets it to the right person fast.
Prediction & Forecasting
See which deals will actually close and which customers need attention.
LLM Integrations
Connect Claude, OpenAI and Gemini to HubSpot, Salesforce and the rest of your stack.
Data Cleanup & Enrichment
Dedupe, fill in missing fields and keep records clean without manual work.
Governance & Security
Permissions, guardrails and an audit trail of what every agent did.
Training & Support
We teach your team how to work with AI and keep your agents tuned over time.
HOW WE BUILD IT
Our AI Process
Find the Time Sinks
We look at where your team spends hours on repetitive work.
Pick the Right Use
We choose the tasks where AI will pay off fastest.
Clean the Data
AI is only as good as your CRM data, so we fix that first.
Build & Connect
We build the agent and connect it to your CRM and tools.
Test With Your Team
Real scenarios, real feedback, guardrails in place.
Tune & Support
We watch results and keep improving the agent over time.
FAQ
Questions About AI
What can AI actually do in our CRM?
Score and route leads, draft follow ups, summarize calls, clean data, enrich records and build reports. If your team does it on repeat, AI can probably help.
How fast can we see results?
Simple task agents can be live in a week or two. Bigger workflow agents usually take a few weeks.
Is our data safe?
We set up permissions and guardrails, keep a record of every action and only connect the data each agent needs.
Do we need a new CRM to use AI?
Usually no. We build on top of HubSpot, Salesforce, Zoho and more. If your data is messy, we clean it up first.
Which AI models do you use?
Claude, OpenAI and Gemini, plus the AI built into HubSpot and Salesforce. We pick the one that fits the job.
What happens after launch?
We monitor results, tune the agents and train your team. AI gets better when someone is paying attention to it.
Having a fractional revenue team gave us top-tier CRM expertise, AI automation, and marketing strategy at a fraction of the cost of expanding in-house.