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AI implementation for teams that run on a CRM

AIthatrunsonyoursystemofrecord.

We put AI agents and automation on top of the CRM and tools you already run, Salesforce, HubSpot, Pipedrive, Shopify, n8n, and we make the data underneath trustworthy first. Shipped in weeks.

30-minute call. No pitch deck. We'll tell you if AI is the wrong tool.

Sound familiar?

The demo worked. Production didn't.

You bought AI seats nobody turned on.

Forty licenses, one pilot, zero agents in production. The vendor got paid. Your team got a login they never used.

Your CRM doesn't update itself.

Every record is typed in by hand. Orders, calls, and payments live in five tools and the CRM sees none of it. Leadership's numbers are a third of reality.

Every automation is a mystery box.

Something a contractor built two years ago fails silently. Invoices vanish between systems. Nobody knows which number to trust.

Three ways we help.

Pick the problem. We'll name the mechanism.

AI Implementation

Agents and AI features wired into the workflow and the system of record. Document and lab extraction, plan generation behind a compliance scrubber, classification, support-bot hardening.

  • Shipped in production, on real CRMs
  • Reliability layer so AI output lands safely
  • We tell you where the AI sits and where rules do the work
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CRM Implementation & Rescue

Salesforce, Pipedrive, HubSpot, and everything around them. New builds, migrations off legacy systems, sync engines, revenue operations, and the orgs someone else gave up on.

  • Read-only audit before anything changes
  • Dry-run, commit, roll back on every data change
  • Weeks, not quarters
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Fractional AI + RevOps Leadership

An operator who ships, not a deck that sits. Roadmap, vendor and model selection, AI adoption programs, monthly close support, and a builder next to your team.

  • Senior-led, same person every call
  • Works alongside founders who build
  • Month-to-month
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What we've shipped

Real mechanisms. Real systems of record.

Every use case says where the AI does the work and where plain rules do it. No blurring.

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years leading CRM projects

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people in one CRM, up from 13,097

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automations live, 150–190 runs a day

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stacks shipped in 2026

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pricing leaks after chatbot hardening

How we work

Nothing changes until you've seen it. Nothing ships without a way back.

Audit read-only.

We measure your stack before we touch it.

Mock it up.

You sign off on a working mockup, not a slide.

Dry-run, then commit.

Every data change runs twice. The first run touches nothing.

Hand off with rollback.

Snapshots, runbooks, and a written handoff your team can run without us.

Let's talk about your systems.

Thirty minutes. Bring the tool nobody trusts and the AI pilot that stalled. You'll leave with a read on what's fixable in weeks.

We'll respond within 24 hours.