CRM
Contacts, deals and notes kept up to date without anyone typing them in.
Your data is already spread across a dozen tools. We connect them so information moves between them on its own.
We connect AI to the systems you rely on, so data moves between them without copy and paste.
Contacts, deals and notes kept up to date without anyone typing them in.
Orders, stock and pricing available to your workflows, and updated by them.
AI reads and sorts what lands in your shared inboxes, then drafts the replies.
Let AI read and update your data safely, so reports and answers stay current.
Work with the files and inboxes your team already uses.
Bring AI into the Microsoft tools your team works in every day.
Answer and route messages wherever your customers and team reach you.
Custom software and third-party apps through APIs and webhooks.
Follow one enquiry from the inbox to the CRM and back to the customer, with nobody copying it from tool to tool.
Before: six tools that don't talk to each other. Your team copies information between them by hand.
Connected: every tool links to one AI layer instead of to a person.
Interface: Layla R. from Northwind Fittings emails a quote request for 500 SB-40 brackets.
AI layer: the model reads the request, the agent looks up the product and your knowledge base adds the details.
Automation layer: the workflow engine runs each step in order and logs every action.
Business systems: the CRM gets a new deal and the ERP confirms stock and pricing.
Action: a reply is drafted for your team to approve, sales is notified, the record is updated and a follow-up task is set.
Tools are shown as categories. We connect the ones you use.
No. We connect AI to the tools you already use. Your team keeps working in the same systems, and the information in them stays up to date.
Many tools can still be connected through webhooks, exports, email or a shared database. If there is no safe way in, we'll tell you on the discovery call and suggest another approach.
Each integration gets only the access it needs. Accounts and keys are set up in your name wherever possible, every automated action is logged, and sensitive steps can require a person's approval. Have a specific security or compliance requirement? Tell us on the discovery call.
Usually, yes. If your software has an API, webhooks or a database we can safely read from, we can connect it. We review it with you before we scope the work.
Tell us what tools you use and what you want them to do automatically.