AI + Automation

AI that earns its keep — inside your CRM.

We build AI into the workflows where it actually moves the number — qualifying pipeline, deflecting cases, drafting emails, and surfacing the next-best automation.

Creatio Workflow
Lead Captured
AI Scoring
Auto-Routed
Closed Won
AI Insight
3 deals likely to close this week — assigned to top reps.
42%
Faster cycles
3.1x
Pipeline lift
$1.4M
Saved / yr
Live AI Co-pilot
Where AI pays back

Use cases we deploy in weeks, not quarters.

Predictive Scoring

Lead, opportunity, and churn scoring trained on your data — surfaced inside the rep's workspace.

AI Copilots

Conversational assistants for sales, service, and ops — grounded in your CRM context.

Generative Content

Drafted emails, call summaries, proposals, and case responses — in your voice.

Case & Email Triage

Auto-classify, route, and respond to high-volume inbound work.

Process Mining

Find the workflows costing you hours every week — then automate them.

Forecast Intelligence

Probability-weighted forecasts and risk flags surfaced where leaders actually look.

How we do it

A measurable playbook, not a science project.

01

Identify the lever

Find the workflow where AI moves a real metric — pipeline, cycle time, deflection.

02

Ground in your data

Use your CRM, knowledge base, and history — not a generic public model.

03

Ship inside the workflow

AI shows up where the work happens — not in a separate app nobody opens.

04

Measure & expand

Track lift weekly, then roll the pattern out to the next process.

AI Readiness Assessment

See where AI moves the number for your business.

Two short working sessions. Walk away with a prioritized list of AI use cases scoped, sized, and ready to build.