CRM Connections
LLMs that read and write CRM records safely.
DATA & AI
LLM Solutions: Claude, OpenAI & Gemini
Connect large language models to your CRM and business tools so they can read your data and do useful work.
- CRM connections
- Knowledge bases
- Assistants
- Workflow AI
- Model choice
- Security
Let's Talk About Your CRM
Fill out the form and we'll get back to you within one business day.
WHAT WE DELIVER
What You Get
Knowledge Bases
Answers grounded in your own documents.
Chat Assistants
Internal assistants for sales and service.
Workflow Steps
AI steps inside Zapier, Make and CRM workflows.
Model Selection
The right model for cost and quality.
Security
Access limits and logging built in.
HOW IT WORKS
Our Process
Find the Time Sinks
Where does your team spend hours on repeat work?
Pick the Use
Choose the tasks where AI pays off fastest.
Clean the Data
AI is only as good as your CRM data.
Build & Connect
Build the agent and connect it to your tools.
Test
Real scenarios with guardrails in place.
Tune & Support
Watch results and keep improving.
FAQ
Common Questions
Which models do you work with?
Claude, OpenAI GPT and Google Gemini.
Is our data used to train models?
We configure business settings that keep your data private.
Can an assistant answer from our docs?
Yes, using your approved knowledge base.
We were burning hours every week manually completing tasks. They automated our lead capture. It notifies us, and we have way easier times navigating our CRMs with the customized dashboards they created for our team.