Sales · Custom AI Tool
Pricing and quoting tool
Generate accurate quotes from your own pricing rules, then route them for human approval before anything reaches a customer.
Connects to the product, pricing, and customer records you already maintain — no re-keying, no spreadsheet drift.
Sales · Document Generation
Proposal builder
Turn a short brief into a structured, on-brand proposal that a person reviews and finishes rather than writes from scratch.
Draws on past proposals, service descriptions, and the specifics of the opportunity in front of the team.
Operations · Intelligent Documents
Document intake and extraction
Intake, extract, classify, and validate incoming documents so unstructured paperwork becomes clean, structured records.
Rules-based validation sits alongside AI extraction, with review queues for anything below confidence.
Knowledge · Search & Retrieval
Company knowledge assistant
A source-aware answer tool for procedures, product details, policies, and historical records scattered across the business.
Answers cite where they came from, so people can verify rather than guess.
Support · AI Assistant
Customer response assistant
Draft accurate replies grounded in your documentation, prior tickets, and current account context — reviewed before sending.
Escalates anything unusual to a person instead of guessing at the edge cases.
Operations · Internal Application
Operations dashboard
One place for the queues, exceptions, and numbers your operators act on, instead of five tabs and a morning spreadsheet.
Pulls from the databases and APIs already in use and surfaces what needs a decision today.
Customer-Facing · Application
Customer portal
A secure portal where customers see status, documents, history, and next steps — and can act without emailing anyone.
Role-aware, branded to the business, and wired into the delivery workflow behind it.
Operations · Workflow Automation
Approval and routing workflow
Requests arrive, get classified, routed to the right owner, escalated when they stall, and recorded when they close.
Low-risk paths run automatically; anything consequential waits for a named human.
Operations · Workflow Automation
Onboarding workflow
New customers or employees move through a defined sequence with the documents, records, and notifications handled for them.
Every step is visible, so nothing sits in someone’s inbox unnoticed.
Operations · Reporting
Reporting and analysis tool
Recurring reports that assemble themselves from live systems, ready for a person to interpret rather than rebuild.
Replaces the monthly export-and-paste routine most teams quietly tolerate.