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AI-Powered Automation

Unlock AI features you're already paying for—predictive scoring, intelligent workflows, chatbots—on HubSpot, Salesforce, or any CRM.

Paying for AI features you never touch?

Your CRM has AI built in—predictive scoring, content generation, intelligent automation. But it sits unused while your team sticks to manual processes. You're paying for capabilities that gather dust.

We change that. We implement AI features that your team will actually use, because we design them around how you work—not the other way around. No generic AI. No "cool but useless" demos. Just automation that moves revenue.

80%

Less Manual Work

3x

Faster Lead Response

40%

Better Conversion

24/7

Always-On Engagement

AI Capabilities

AI features that actually get used

From predictive scoring to content generation, we implement AI that fits your workflow and drives measurable results.

Predictive Lead Scoring

Use AI to identify your most promising leads based on behavior, fit, and engagement patterns. Focus sales energy where it matters.

Behavioral scoringFit analysisEngagement trackingPriority ranking

Intelligent Workflows

Build automation that responds to behavior patterns, branches based on engagement, and optimizes over time with A/B testing.

Behavioral triggersMulti-branch logicA/B testingSelf-optimization

AI Chatbots

Deploy intelligent chatbots that qualify leads, answer questions, and book meetings—24/7 without human intervention.

Lead qualificationFAQ automationMeeting schedulingSeamless handoff

AI Content Generation

Generate emails, blog posts, and social content in your brand voice. AI drafts, you review—10x faster content creation.

Email copyBlog draftsSocial postsBrand voice training

Data Enrichment

Automatically research and enrich contact and company records. AI fills in the gaps so your team has complete profiles.

Contact researchCompany dataTech stack detectionSocial profiles

Customer Health Scoring

Predict churn before it happens. AI monitors engagement, usage, and sentiment to flag at-risk accounts early.

Usage trackingEngagement scoringChurn predictionAlert automation
Industry Expertise

AI built for your industry

Generic AI doesn't work. We implement AI features designed for the specific challenges of healthcare, technology, and B2B companies.

Healthcare & Life Sciences

  • AI chatbots for HIPAA-compliant patient intake and triage
  • Automated appointment reminders with intelligent rescheduling
  • Provider matching based on specialty, availability, and patient needs
  • Predictive patient no-show modeling to optimize scheduling
See industry solutions →

Technology

  • AI lead scoring for technical buyers based on content engagement
  • Automated RFP response drafting with AI-assisted proposals
  • Intelligent lead routing based on deal size and technical requirements
  • Predictive deal scoring for complex, multi-stakeholder sales
See industry solutions →

B2B Services

  • AI-powered data enrichment across integrated systems
  • Predictive churn models based on engagement patterns
  • Automated customer health alerts triggering success outreach
  • Intelligent lead routing based on deal size and industry
See industry solutions →
Our Process

How we implement AI that sticks

AI adoption fails when it's forced on teams. We design AI around your workflow so adoption is natural.

01

AI Audit

We assess your current CRM and identify which AI features will actually move the needle. No generic recommendations—specific opportunities for your business.

02

Use Case Design

We design AI automation around your team's workflow. You approve the approach before we build anything, ensuring adoption from day one.

03

Implementation

We build, test, and refine until the automation runs flawlessly. Every AI feature is tuned to your data patterns and business rules.

04

Training & Handoff

Your team learns how to use and maintain the AI features. We provide runbooks and ongoing support so you're never stuck.

Case Study
45% Increase in Qualified Leads
B2B Technology Platform

Challenge

Sales team spent 60% of time on leads that never converted. No way to distinguish tire-kickers from serious buyers until deep in the sales process.

Solution

Implemented predictive lead scoring using product usage data, website behavior, and firmographic fit. AI model trained on 2 years of historical win/loss data.

Result

Sales now focuses on top-scored leads first. Qualified lead conversion increased 45%, sales cycle shortened by 12 days, and reps handle 30% more pipeline.

FAQ

Common questions about AI automation

Everything you need to know about implementing AI in your revenue operations.

Get a Free AI Audit

Yes. We implement AI features with full compliance consideration. For healthcare, this means HIPAA-compliant chatbots, audit logging, and PHI handling protocols. All AI interactions are logged and reviewable. We also implement guardrails to prevent AI from making decisions that require human oversight.

Ready to build a revenue system that works?

Let's discuss how we can transform your CRM into a growth engine—on any platform.

Book an Intro Call15 minutes with a senior strategist. No commitment.