What Gets Deployed
Lead Scoring & Routing
AI models that score inbound leads based on behavioral signals, demographic fit, and engagement history. High-value leads routed to the right person instantly.
Document Extraction
Contracts, applications, and forms processed by AI — key data fields extracted and populated into CRM records without manual entry.
Outbound Sequences
Multi-channel follow-up sequences triggered by CRM events. Email, SMS, and voice touchpoints that maintain engagement without manual effort.
Pipeline Intelligence
Real-time dashboards showing pipeline health, deal velocity, conversion rates, and revenue forecasts — all generated from CRM data.
Supported Platforms
Salesforce, HubSpot, Pipedrive, GoHighLevel (GHL), Follow Up Boss, kvCORE, BoomTown, Lofty, BoldTrail, and custom CRM systems via API.