Seven capabilities. One connected system.
Each is built to stand alone, and each is designed to plug into the same CRM, calendar, and billing layer as the rest — so a client who starts with one ends up with an operating system, not a pile of disconnected tools.
We build agents scoped to a real job — qualifying inbound leads, triaging support, drafting proposals, following up on invoices. Each one runs inside explicit permission tiers: fully automatic, automatic within limits, or human approval required. Nothing gets unlimited write access by default.
- Scoped agent instructions and tool permissions
- Escalation and approval rules
- Audit log of every action taken
MCP Development
Your business, exposed as tools an AI client can operate.
Talk to us about thisA Model Context Protocol server is the control plane: CRM, calendar, billing, projects, and support exposed as a defined tool set, so Claude, ChatGPT, or any MCP client can ask what needs attention and take permitted action — without a bespoke integration for every surface.
- Tool and resource design (crm.*, billing.*, projects.*)
- Auth, rate limiting, and scoped credentials
- Streamable HTTP remote server, hosted or self-hosted
Sales Automation
Response time and follow-up, without a person watching every channel.
Talk to us about thisLeads from every source land in one pipeline: normalized, deduplicated, scored, and assigned. Automated first response, SMS and email follow-up sequences, no-show recovery, and SLA timers replace manual chasing — a human only sees what the system can't resolve itself.
- Multi-source lead ingestion and dedup
- Scoring and routing rules
- Follow-up sequences and no-show recovery
Some of the work is always custom — the integration between two systems that were never meant to talk, the internal tool that makes a manual process disappear, the dashboard that answers the one question your team asks every week. We build it to fit how you actually operate, not the other way around.
- Discovery and technical architecture
- Internal tools, integrations, and dashboards
- Documentation your team can maintain
The site talks to the same system a salesperson would use: it answers questions, asks the right follow-ups, scores the opportunity, and books the correct appointment type — creating a CRM record before a human is ever involved.
- Concierge chat tied to CRM and calendar
- Lead capture, scoring, and routing
- Performance and accessibility as launch requirements
Inbound calls and SMS get handled 24/7 — new inquiries, basic pricing, appointment changes, FAQs, routing to support. Every call becomes a CRM activity with a summary attached, so nothing said on the phone gets lost between systems.
- Inbound call and SMS handling
- Appointment booking and rescheduling by voice
- Call summaries logged to the customer record
Not a glorified spreadsheet. Every contact carries identity, attribution, qualification, messages, meetings, proposals, contracts, payments, projects, and support history on a single unified timeline — built around the lifecycle stages your business actually has.
- Custom data model built around your lifecycle
- Unified activity timeline
- Health scoring and pipeline reporting