Your data foundation
Whatever happens in your CRM, inboxes, calls and documents lands in one place, sorted by clients, conversations and knowledge. None of it leaves your accounts.
Services
You get a system that works for you every day.
A data foundation with everything your company knows, and AI agents that work with it: following up, preparing proposals, keeping the CRM current, answering questions. All of it runs in your own accounts and belongs to you.
The building blocks
What you'll have in place afterwards.
Your AI agents
Agents read from the data foundation and handle multi-step work across your tools. You approve where it matters and see what's done.
Answers with a source
Anyone on your team can ask what the client said last or which proposals are open, and gets an answer with its source, in your company's own words.
How it fits together
Your tools hold the knowledge, and the data layer brings it together.
The data layer collects what happens in your CRM, inboxes, calls and documents. Your agents work on top of it, and your team gets finished work and sourced answers back.
Your tools
CRM3 deals without update
Email12 emails unassigned
Phone2 calls without notes
CalendarMeeting unprepared
Documents5 versions in circulation
Chat7 open threads
$ status --live
clients_deals1240○ empty
calls_mails3870○ empty
knowledge_docs470○ empty
AI agentreads from the data layer
Ask your data …
Your team
Sales
Delivery
Management
Examples
What your agents can take over.
The audit shows which task comes first for you. These are the ones that come up most in small service teams.
Following up before an inquiry goes cold
The agent sees the inquiry, the last conversation and your proposal and prepares the reply. You read, adjust, send.
A CRM that fills itself
Notes from calls and emails land on the right client, with status and next step. Nobody retypes anything.
Proposals and reports from your templates
After the first call your proposal draft is ready, with the scope from the conversation and the prices from your list. Open points are marked.
Numbers ready by Friday
Pipeline, workload and open commitments are in the weekly report before anyone asks, with a link to the source.
One data foundation instead of five windows
You no longer search five tools for one answer. You ask, and the answer comes with its source.
Handovers that lose nothing
Your project team knows on day one what sales promised and what the client cares about.
Next step
How to get started.
In the Discovery Call you tell us where things get stuck. You'll get an honest answer on whether an audit is worth it, and what it would cost.