Agentic Consulting: custom software and AI built into the systems you already run

  1. Custom CRM

    The CRM that runs the deal

    Scheduling, tasks, and contacts in one place, with an AI agent built in and connected directly to your data.

  2. Client selections

    Clients choose, you ship

    A selections dashboard that speeds up client communication for a design-build studio.

  3. Invoicing automation

    Invoices that file themselves

    Finds each invoice, routes it to the right inbox, and drafts the entry for review.

  4. 16 HRS
    Monthly reports

    Monthly reports, off your plate

    Delivered every month to a Utah real estate developer, saving their team 16 hours a month.

  5. Email in your voice

    Emails that sound like you

    An assistant that learns your writing style from your own emails, so every draft reads like you wrote it.

  6. Custom MCPs

    AI that plugs into your tools

    Custom MCP servers that connect Claude to your CRM, files, calendar, and databases.

  7. Team training

    Your team, building agents

    One-on-one training for each employee, with the repeat work automated.

  8. Market research

    Research done before the meeting

    Markets and competitors researched and summarized on demand.

  9. Lead generation

    Leads found while you sleep

    Prospects found, qualified, and lined up for your team to contact.

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