Installed, customized, and highly effective from Day 1.
Every pitch, call and email on one thread. Walk in knowing what was promised.
It flags accounts that have gone quiet, while there is still time to save the renewal.
Scope changes, owners and deadlines, captured from the call and filed to the account.
Forecast, slipping accounts and recurring themes — from real conversations, not reps' notes.
The tools already exist. Someone has to make them work on your accounts, this quarter.
Live in two weeks. Useful on Day 1.
Not a new line item in your budget.
It works where your teams already are — no dashboard to learn, no new tab to open.
Microsoft TeamsSlack
Outlook
Gmail
Google Meet
LinkedIn
The agent does the work, not the prompting. It learns your pricing, your scoping rules and your approvals, then acts inside them — your team approves rather than assembles.
Accounts, contacts, deals, meetings and notes — created, updated and filed on their own. Your team works the deal, not the record.
Joins the call, transcribes it, and makes every decision searchable by speaker, topic and date.
Role, career history and public activity, joined to your own history with them.
Who is in the room, what is open, what you promised, what changed at the account.
Built from what the client asked for on the call, against your rate card, your scoping rules and your approval thresholds.
Audiences built from your own book, angles taken from what clients keep raising.
Stage, value and deal age read from real activity, so slipping accounts surface on their own.
Plain language questions across the whole book, scoped to what each person may see.
Follow-ups drafted, tasks raised and owners assigned before your rep is back at their desk. They approve, it goes.
Most AI vendors hand you a licence and wish you luck. We deploy it, train it on your accounts, and stay for what comes next.
Not a generic setup with your logo on it. Your stages, your verticals, your language, your accounts — the agent learns how your firm actually sells and delivers.
We connect the systems, train the agent on your accounts, and get your teams working in it — rather than handing over a login and a help centre.
As your teams find more work worth handing over, we configure the agent to take it on. The deployment is the start of the engagement, not the end of it.
From the first demo onwards.
Thirty minutes with our team, and a clear first move for your agency.