Fewer records to keep. More conversations to have.
A sales team is paid to persuade, yet much of its week goes to administration. We build the systems that draft quotes from your price rules, compute commissions from a plan written as rules, and keep the CRM current from the emails, calls and forms that already happen, so the hours return to customers and the numbers can be defended in any dispute.
What sales and marketing leaders ask first.
Can the CRM update itself?
Largely, yes. Emails, call notes and web forms can be read and turned into records, activities and next steps that a salesperson confirms with one click. The system proposes, a person accepts, and the pipeline reflects what actually happened rather than what someone remembered to type.
Our commission plan is complicated. Can it be automated?
If it can be written down, it can be run. Tiers, accelerators, splits, clawbacks and territory rules go into a configuration a non-technical administrator can edit. Every run keeps its inputs and results, so a disputed statement is settled from the record in minutes rather than argued from memory.
What about quoting?
Quotes assembled from your price book, your discount rules and your product data, drafted for review and sent by a person. Approval limits stay where they are, and the quote carries the margin so the approver sees what is being conceded.
Can it tell us which deals are at risk?
It can surface the signals, such as a stalled stage, an unanswered proposal or a decision date that has passed, and rank the pipeline accordingly for the manager. It does not guess at intent it cannot see. The forecast remains a human judgment, made on a cleaner record.
Will it send anything to customers on its own?
Not unless the scope says so. By default the system prepares and a person sends. Outbound messages without review are excluded from every build unless you request them in writing, and even then they follow rules you have approved.
What we build for sales and marketing leaders.
The work sales and marketing leaders bring to us most often, each piece built on your real files, tested against your acceptance criteria, and handed over documented and owned.
Quotes drafted for review
Your price book, discount rules and product data assembled into a quote that a person checks, approves and sends.
Commission runs you can defend
Plans written as rules, run on schedule, with a statement each salesperson can read and a record each dispute can be settled from.
A CRM that stays current
Records, activities and next steps proposed from emails, calls and forms, confirmed by the salesperson.
Pipeline reporting
The pipeline by stage, owner and age, assembled on schedule from the CRM and the ledger, with the risk signals surfaced.
One meeting. A clear next step.
A free 20-minute meeting to scope what you want to build, see what is possible and map where it could go. You receive one of three answers in writing the next business day. Worth building, worth a closer look first, or not yet. In a 2025 field experiment with 776 professionals at Procter and Gamble, published in Organization Science, one person working with AI matched the quality of a two-person team working without it. The meeting finds out where that applies to you.