A CRM that's
actually intelligent.
We build you a CRM that captures every lead from your website, scores them with AI, routes them to the right person, and follows up while you sleep. Plugs into the tools you already use.
New leads
47
+12 this week
Pipeline
$84K
8 open
Win rate
34%
↑ 6 pts
AI replies
218
last 7 days
Why we built this
Typical CRMs are disconnected, dumb, and expensive.
Manual data entry
Salesforce, HubSpot — your team types in lead info, copies emails, updates statuses. Hours per week, every week.
AI as a paid add-on
HubSpot AI starts at $50+/user/mo on top of the base seat. For a 5-person team, that's $4K/year for what should be table stakes.
Disconnected from your site
Leads come from your website forms, then sit in a Google Sheet or email inbox before maybe getting into the CRM days later.
What's inside
Every tool your sales + ops team needs.
Built around your business, not a one-size-fits-all template.
Visual workflow builder
Build automations the way you think about them. When a lead does X, send Y, wait Z, then notify W. Triggers, conditions, actions, delays — all draggable.
- → Form submit → score → assign → notify in Slack
- → Quote sent → wait 3 days → AI follow-up email
- → Deal won → trigger onboarding sequence
Pipeline + job tracker
Visual pipeline of every deal — drag cards through stages. Use it for sales pipeline, project tracking, service jobs, anything that flows through stages.
- → Customizable stages — name them anything
- → AI-suggested stage transitions ("looks ready to quote")
- → Stage timers & alerts when deals stall
- → Per-stage automation triggers
Email inbox, unified
Connect your Gmail or Outlook. Every email tied to a contact appears in their record. AI drafts replies in your voice. Triage handled before you open the inbox.
- → AI suggests 2–3 reply drafts per thread
- → Auto-categorization (Urgent / Standard / FYI)
- → Conversation history pinned to contact card
- → Send/receive without leaving the CRM
"Hi Sarah — yes, we can start as early as next Monday. I'll send you the kickoff schedule by EOD..."
Local roofer · 8 employees · current site is a Wix template from 2019. Mentioned losing leads to competitors and "needing better mobile". Strong fit for Pro tier + CRM.
Lead scoring + smart assignment
Every lead is scored 0–100 the instant it arrives. AI weighs source, message content, business size, behavior patterns from your closed deals. High scores route to your best rep, low scores get automated nurture.
- → Score visible on every contact card
- → Auto-assignment rules (round-robin, by territory, by score)
- → One-paragraph AI summary of every lead
- → Re-scores as new info comes in
AI built in — not bolted on
Six AI features that work from day one.
No upsells, no premium tiers — every AI capability is included in the $229/mo add-on. We tune the prompts to your business, not to a generic SaaS template.
Auto lead scoring
Every lead is scored 0–100 the moment it lands — based on signals like firmographics, page activity, form notes, and conversation history.
Smart follow-up sequences
AI drafts the next message based on conversation context. Approve and send — or let it send automatically with guardrails.
Email draft + reply suggestions
Open any thread and the AI proposes 2–3 reply drafts. Picks tone from your past sends.
Conversation summaries
Every contact card carries a one-paragraph AI summary of the whole relationship — so you stop re-reading threads.
Predictive insights
"This lead has 78% likelihood to close by Friday" — based on patterns from your past closed deals.
Inbox triage
New emails are sorted into Urgent / Standard / FYI by AI before you ever open them.
Integrations
Plugs into what you already use.
The CRM doesn't replace your stack — it connects it. Pre-built API integrations to dozens of tools, plus we can wire up anything with an API.
Need something custom? We integrate with anything that has an API.
How to get it
Add it to any partnership tier.
The CRM is a monthly add-on: +$229/mo on top of any Basic, Pro, or Enterprise plan. Configuration, training, and ongoing tuning all included.
Setup time
2–3 weeks
Training included
Yes, for your team
Migration
From any CRM