Do you build a new CRM or customize an existing one?
Both. If you're on HubSpot or another platform that can be extended cleanly, we customize and add the AI layer. If the current platform is the problem, we build on a flexible foundation designed around your process.
How does AI scoring actually work?
We train a model on your historical deal data — closed-won, closed-lost, stage conversions — and weight signals based on what actually predicts outcomes for your specific business, not generic industry benchmarks.
What if our team doesn't update the CRM consistently?
That's exactly what we solve. Activity capture is automated — emails, meetings, and calls logged without anyone touching the CRM manually. If nothing requires data entry, adoption isn't a problem.
Can you migrate our existing CRM data?
Yes. We map and migrate your contacts, deals, history, and custom fields from your current system, deduplicate along the way, and validate the data before go-live. Nothing gets left behind in the old tool.
What does it integrate with?
Your email, calendar, phone, LinkedIn, and the tools your team already uses — connected by API so activity flows in automatically. If a tool has an API, we can wire it in.
What does it cost?
It depends on whether we extend your current platform or build a new foundation, plus the integrations and data migration involved. We scope a custom quote on a short call — no fixed package pricing.
