Our Work

AI support automation that reads every email

A fast-growing SaaS company's support team was hand-sorting thousands of emails a month. We built an AI layer inside Zoho Desk that does the sorting, guides the rep, and handles routine requests on its own.

• Every inbound email is classified into 50+ categories, with urgency, language and key details pulled out automatically
• Step-by-step rep guidance for each ticket type, right inside the ticket
• One-click refund and cancellation tools connected to the company's own platform
• Hands-off handling of routine cancellations and refunds, gated by confidence thresholds, audit logs and daily limits

A voice AI agent estimators use on the roof

Estimators were typing records on a phone in the field. Now they talk, and the AI builds the records in Salesforce, checking its work before anything is saved.

• Voice agent that creates the facility, account, contact, opportunity and quote hands-free, with duplicate checks, undo and full session logging
• AI document extraction that reads long technical specs and fills in structured data on the record
• AI-driven field service automation
• Technician performance and error-monitoring dashboard
• Tooling to find and correct regional routing data problems

Storm-ready lead intake and an AI receptionist

When a hurricane hits, leads arrive by the hundreds. We connected the website straight to Salesforce so every claim is captured, assigned and sent a contract without anyone keying it in.

• Website intake that creates clean, deduplicated leads in Salesforce, with bot protection
• Automatic assignment to the nearest adjuster, and the right state contract sent by DocuSign
• AI receptionist that answers, routes and logs calls, including the edge cases
• DocuSign modernization with backups and rollback plans for every change

An AI sales engine that finds high-intent prospects first

Their sales team needed to find the right prospects before competitors did, and walk in prepared. We built a custom AI sales productivity engine, wired into their CRM, that surfaces high-intent opportunities and briefs reps on every one.

• Mines public Google reviews and scores each prospect's pain, surfacing high-intent opportunities before competitors find them
• Smart account briefs: AI-synthesized company profiles with contextual talking points for each pitch
• Map intelligence showing proximity to existing customers and target metros, for data-driven field rep route planning
• A centralized intelligence hub with automated delivery, so briefs reach reps without anyone compiling them
• Built as its own platform with hooks into the existing CRM, so the intelligence lands where reps already work

AI check intake for donations

Staff were keying donor checks by hand. Now they upload a photo, and AI does the reading and matching while a person approves every gift.

• AI reads photos and PDFs of donor checks, matches the donor and stages the gift for staff review
• Direct Stripe integration that records donations and recurring gifts automatically
• Enrollment and retreat contract automation with reminders
• Donor duplicate cleanup and automatic fiscal-year rollover

Billing integration and a new spa booking experience

Resident billing lived in a separate system that never lined up with Salesforce. We made the billing system the single source of truth and rebuilt the booking experience residents use every week.

• Near-real-time sync from the resort's billing system into Salesforce
• Custom monthly statements generated in Salesforce and emailed as PDFs, replacing the old process
• Automated monthly maintenance billing that used to be entered by hand
• Custom massage booking experience in the resident portal, with request, confirmation and scheduling
• Dispatch changes that flow back to each resident's portal and calendar

A custom project management app, built right into the CRM

The firm ran its client projects in a paid project management add-on that never quite matched how they work, and charged per seat for the privilege. We built a project management app natively inside their Salesforce org, shaped around their actual delivery process, and retired the add-on.

• Projects, phases, tasks and milestones as native CRM records, linked directly to the client accounts and opportunities they came from
• Project templates, so a new engagement is set up in minutes with the right phases and tasks already in place
• Resource allocation and workload views, so managers can see who is on what and what is at risk without leaving the CRM
• Standard CRM reports and dashboards on project health, utilization and deadlines, with no exports required
• Retired the add-on and its per-user license spend; the firm owns the app outright and can change it as their process changes

Fundraising automation that brings supporters back

Top fundraisers who lapsed were slipping away between events. We automated the thank-yous and the win-back, and measured what worked.

• Milestone thank-you emails as each fundraiser crosses a giving tier
• Win-back campaign for lapsed top fundraisers, timed before each event
• Multi-year lapsed fundraiser dashboard
• Fix for sync errors between the fundraising platform and Salesforce

About 1 in 7 lapsed top fundraisers who got the emails came back to fundraise again.