CRM hygiene
Turn sales activity into clean contact records, current opportunity notes, owner assignments, follow-up dates, and next steps the floor can trust.
What We Build
Agent systems that automate the work around the broker.
Voice may be one interface. The real system is the layer that remembers, analyzes, updates, reminds, drafts, queues, and completes the work that surrounds a serious sale.
Deep prospect memory
Preserve what the prospect said, what they care about, what they resisted, who influences the decision, and what the broker promised.
Psych-state analysis
Surface motivation, fear, urgency, trust level, risk posture, decision friction, and the likely tone needed for the next conversation.
Tasks and reminders
Create the work a broker said they would do: appointment reminders, pre-meeting prep, callback tasks, material requests, and manager-visible follow-up.
Drips and materials
Draft individualized campaigns, recap notes, comparison sheets, objection responses, and personal sales materials based on the prospect record.
Admin completion
Remove the low-leverage work around the sale by logging activity, preparing briefs, organizing drafts, and keeping the workflow moving.
Designed in context
The same capability should behave differently on every sales floor.
A precious-metals floor, an insurance floor, a mortgage floor, and a high-ticket B2B floor do not sell the same way. The buyer fears, decision paths, approval rules, CRM gaps, and follow-up pressure are different.
We therefore design from the floor outward. We document what brokers say, where records break down, what promises get missed, what managers need to see, and which actions the system may complete without slowing down the sale.
Automation still needs clear operating boundaries.
The system should know what it can complete, what it may only draft, what needs manager approval, and when a broker must stay in control. Sensitive, regulated, unusual, or high-consequence situations receive explicit treatment before launch.
Security, privacy, and approval requirements are defined for the actual engagement. We do not make broad claims before we understand the data, systems, sales process, and obligations involved.