Your customer data,
finally working for you.
We set up your CRM, clean up the data you already have, connect the tools you use every day, build the reports that show where revenue comes from, and put AI assistants to work on the busywork. All of it built for small and mid-sized teams.
Most teams don't have a data problem. They have a scattered data problem.
Leads slip through
Web forms land in an inbox, someone forgets to follow up, and the lead goes cold.
Five spreadsheets, no truth
Customer lists live in Excel, email, the old CRM and someone's phone. None of them agree.
The CRM nobody uses
You paid for it, but the pipeline doesn't match how you actually sell, so the team works around it.
No idea what's working
Marketing spend goes out, deals come in, and nothing connects the two.
Start where it hurts most.
Each package stands on its own. Pick one, or combine them. Every engagement starts with a free discovery call so we scope the right work.
CRM Launch
- Platform recommendation based on your size and budget
- Pipeline stages mapped to how you actually sell
- Custom fields, deal and contact properties
- Website forms flowing straight into the CRM
- Booking calendar and email inbox integration
- Hands-on team training and a one-page playbook
Data Cleanup & Migration
- Audit of every source of customer data
- De-duplication and merge of contacts and companies
- Standardized names, addresses, phone and industry fields
- Migration from spreadsheets or a legacy CRM
- Data dictionary: what each field means and who owns it
- Rules that keep it clean going forward
Automation & Integration
- Automatic lead routing and follow-up sequences
- Deal-won handoff to quoting and invoicing (QuickBooks, Xero)
- Slack or Teams alerts for new leads and key deal moves
- Post-sale review request sequences
- Simple internal apps for forms, approvals and tracking
- Documentation of every automation we build
Reporting & Dashboards
- Pipeline, win-rate and sales-cycle dashboards
- Marketing attribution: spend vs. leads vs. revenue
- Combines CRM, GA4, ad platforms and accounting data
- Built in Power BI or Looker Studio
- Scheduled email snapshots for leadership
- Walkthrough so you know how to read every chart
CRM Care Plan
Your systems keep changing after launch. New hires, new products, a broken integration. The Care Plan keeps everything running and improving, without hiring a full-time admin.
- User adds, removes and permission changes
- Fixes when an integration or automation breaks
- Monthly data-health report
- A block of hours for small enhancements
- Priority response by email or Teams/Slack
AI that knows your business, not just the internet.
Chatbots and helper agents built on your own content, connected to your CRM and everyday tools. They answer questions, capture leads and take repetitive work off your team's plate, and they hand off to a person when they should.
AI Website Assistant
- Chat assistant trained on your services, FAQs and policies
- Captures contact details and logs every lead in your CRM
- Books appointments straight onto your calendar
- Hands off to a real person with the full conversation
- Tone and branding matched to your business
- Tested against real customer questions before launch
AI Team Assistant
- Answers staff questions from your SOPs, price lists and docs
- Lives where your team works: Teams, Slack or Google Chat
- Looks up customer and deal details from your CRM
- Drafts emails, quotes and follow-ups for review
- Respects who is allowed to see what
- Built on Microsoft Copilot, Gemini or another fit for your stack
AI Workflow Agents
- Inbox triage: sort, summarize and draft replies
- Meeting notes turned into CRM updates and follow-up tasks
- Invoices and receipts read and entered into accounting
- New leads researched and enriched automatically
- Weekly pipeline and activity summaries for owners
- A person approves anything that goes out or moves money
AI Kickstart Workshop
- Half-day session mapping where AI saves your team time
- Ranked list of quick wins vs. bigger projects
- Hands-on training with the tools you already pay for
- Prompt library tailored to your roles
- Simple team guidelines for using AI tools
- Workshop fee credited toward any AI package
AI Care Plan
AI assistants get better with attention. We review conversations, keep their knowledge current as your business changes, and fix anything that goes off track.
- Monthly review of conversations and answer quality
- Knowledge updates for new services, prices and policies
- Monitoring of agent runs and automation errors
- Usage and cost report so there are no surprise bills
- Can be combined with the CRM Care Plan
The groundwork that makes it all click.
from $550
from $300
from $600
from $2,700, quoted per project
$150 / hour
A simple, predictable process.
Discover
A free call to learn how you sell, what tools you use and where things break.
Scope
A written proposal with fixed price, deliverables and timeline. No surprises.
Build
We configure, migrate and automate, with check-ins along the way.
Train
Your team learns the system on your real data, with a playbook to keep.
Support
30 days of included support, then optional ongoing care.
We work with the tools you already have.
Not sure which CRM fits? That's part of the discovery call. We don't resell software, so our recommendation is based only on what fits you.
CRM
Automation & apps
AI
Reporting & data
Business tools
Common questions
Do I have to switch CRMs?
No. If your current CRM can do the job, we'll fix how it's set up rather than move you. We only recommend a switch when the tool is the real problem.
Who owns the accounts and data?
You do. Every subscription, account and dataset is created in your company's name. We work with access you grant and can remove at any time.
What do software licenses cost?
License fees are separate from our pricing and paid directly to the vendor. We'll lay out the expected monthly cost during scoping so there are no surprises.
How much of my team's time will this take?
Usually a kickoff meeting, a couple of short check-ins, and a training session. We do the heavy lifting.
Will the AI make things up or say the wrong thing?
We limit each assistant to your approved content and instructions, test it against real questions before launch, and set it to say "I'm not sure, let me connect you with someone" instead of guessing. Anything that sends a message on your behalf or touches money is approved by a person first.
Where does our data go when we use AI?
We set up AI tools on business accounts in your company's name, using plans whose terms say your data isn't used to train the vendor's models. You stay in control and can switch it off anytime.
What do AI tools cost to run?
Most assistants cost tens to a few hundred dollars a month in platform and usage fees depending on volume, paid directly to the vendor. We estimate this during scoping and report actual usage on the AI Care Plan.
Do you provide cybersecurity or compliance services?
No. We configure each platform using the vendor's standard recommended settings, but we don't perform security assessments, compliance audits or incident response. We're happy to work alongside your IT or security provider.
What happens after the project ends?
Every package includes 30 days of support. After that, you can run things yourself with the playbook we leave, join a Care Plan, or book ad-hoc support at $150/hour.
Let's look at your data together.
A free 30-minute call. We'll map where your customer data lives today and tell you honestly what's worth fixing first.
Book a discovery call