Build
AI-Native CRM
A CRM that AI can operate safely. System tools are exposed through MCP, with human approval required for any write or send action.
Not limited to one industry. If a process repeats and touches more than one system, it is worth a look.
| Team | Typical automations | Service |
|---|---|---|
| Operations | Job audits, status updates, handoffs between teams | View |
| Sales | Lead capture, qualification, CRM entry, follow-up | View |
| Finance and admin | Invoice data entry, reconciliation prep, recurring reports | View |
| Customer service | Inquiry triage, drafted replies, call summaries | View |
| Marketing | Lead routing, reporting snapshots, content workflows | View |
| Trades and field service | ServiceM8 and ServiceTitan automation, missed-call rescue | View |
| Logistics | Multi-channel lead handling, quote follow-up | View |
Build
A CRM that AI can operate safely. System tools are exposed through MCP, with human approval required for any write or send action.
Confidential Client Build
AI-powered lead capture and customer engagement connecting Messenger, email, web forms, CRM entry, qualification, notifications, and follow-up.
Client Build
A production dashboard consolidating operational reporting, KPIs, call-quality grading, job audits, and customer reporting in one place.
A discovery call walks through one workflow: how it runs today, what it touches, and what could be automated.