Lead Intake Agents
Inbound forms, emails, and calls auto-qualified and routed into your CRM with the right context attached.
AI Integration for SMBs
Production-grade AI integrations for small businesses running ERPs, CRMs, and accounting tools. Built on AWS, Azure, or Cloudflare — whichever cloud you already run on.
The Problem
Copy-pasting between your ERP, CRM, and accounting software eats hours every week. Your team is doing data entry, not their actual jobs.
Every vendor pitches AI, but nobody explains how it fits your business specifically. Generic demos don't help when you're running JobBOSS and QuickBooks.
Zapier chains feel great until they silently fail — and you find out three weeks later when a customer calls asking why their order never shipped.
What We Build
These aren't abstract feature promises. They're specific automations we've scoped and built for businesses like yours.
Inbound forms, emails, and calls auto-qualified and routed into your CRM with the right context attached.
Overdue invoices tracked automatically, follow-up drafts ready for review. Cash in faster, less awkward phone calls.
Your sales team sees real-time fulfillment status without logging into the ERP or bothering the shop floor.
Pipeline, projects, margin, and cash in one view — pulled from every system in your stack, automatically.
Structured quotes from unstructured requirements, ready for your team to review and send. Faster turnaround, fewer missed details.
AI explains why a job's margin slipped — not just that it did. Actual root cause, not a number that's already wrong.
These are examples, not a menu. Every engagement starts with a discovery call to find the highest-value automation for your specific systems and workflows. Book a call →
The Process
30 minutes. We learn your systems, your pain points, and what's actually worth automating.
Fixed-scope, fixed-price for the first engagement. No open-ended retainers, no billing surprises.
Usually 4–8 weeks for a first project. You see it running on your actual data before we call it done.
Most clients add a second automation once the first one pays off. We grow together from there.
Differentiation
Honest answers. No deck required.
The person selling is the person building. You're not handing off to an overseas team after the kickoff call.
We default to AWS, but if you're already running on Azure or Cloudflare, we work with what you have. Production infrastructure either way — auditable, observable, not glue code.
Comfortable with the niche ERPs most consultants refuse to touch — E2, JobBOSS, ServiceTitan, Aspire, PIC. We've been inside these systems.
Small businesses can't afford open-ended consulting bills. We agree on scope and price upfront, full stop.
FAQ
Ready?
30 minutes. No pitch deck. Just a conversation about what's slowing your business down.
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