AI-driven, platform agnostic solutions

Agentic integrated business solutions.
Built on the software your business already uses.

Shaped around how your people actually work: one surface over your CRM, marketing, finance and help desk, with an AI agent for each job. It reads across them, drafts the next step, and asks you before anything that costs money moves.

Explore our capabilities
one surface Harbor Supply Co.
LeadsOpportunitiesAccountsActivities
Lead L-⁠1187Sales, leads
Harbor Supply Co., from the ERP readiness page
Source
ERP readiness page, campaign ERP readiness
Vetted
company, role and fit checked
Asks
a call on Thursday
Owner
Dana, by territory rule

Done without you. The record, the vetting and the owner, 4 steps, logged.

Opportunity O-⁠4421Sales, opportunities
converted from L-⁠1187 on your message
Stage
Qualified
Amount
48,000, from the readiness package
Tasks
3 created: discovery deck, pricing check, references

Done without you. The tasks, the owners and the dates; the draft waits for your 1.

Activity

  1. 08:52Lead L-⁠1187 created from the ERP readiness page
  2. 08:52Vetted: company, role and fit checked
  3. 08:52Owner set to Dana by territory rule

Related

Tickets
0
Invoices
0
Tasks
0

Next. A call on Thursday, if the owner takes the lead.

Activity

  1. 08:54Converted to opportunity O-⁠4421 on your message
  2. 08:54Three tasks created and assigned
  3. 08:54Stage Qualified, 48,000 from the readiness package

Related

Tickets
0
Invoices
0
Tasks
3

Next. Book the Thursday call; draft the follow-up.

Lead to delivery, end to end

  1. LeadSales
  2. QualifiedSales
  3. QuoteFinance
  4. InvoiceFinance
  5. DeliveryFinance, projects

Each stage stamped with the function that owns it. One workflow across the functions, no bounce between applications.

Harbor Supply Co.QualifiedDana
Beacon Freight LtdQuoteLee
Ridgeline Dental GroupInvoiceSam

This month, across every function

Pipeline1.2Mtraced to source
Cost per lead112dollars, from 140
Open tickets7two over promise
Margin31 percentafter every cost

Pipeline by stage

Leads38
Qualified21
Quote9
Invoice6
Delivery4

Open, by amount

Harbor Supply Co.Qualified48,000
Beacon Freight LtdQuote61,200
Ridgeline Dental GroupInvoice36,591

Audit log. 11 automated, 2 approved by you

Configured applications. Each one set up for its own job, each with its own screen and its own copy of the customer. Software here records what happened and routes it to the next person; the thinking between the screens is yours.

19 Screens
28 Clicks
5 Apps
  • Four screens to Convert
  • Spelled Harbor Supply Co. here
  1. Your CRM, and the four behind it

    Every record lives somewhere. Every application is its own screen.

    Moving one lead to an opportunity is four screens here, two of them to find the button. By the time that lead is billed it has crossed five applications: nineteen screens, twenty-eight clicks, and the customer spelled five different ways. The applications all work. The business still does not work as one system.

    The whole story, application by application

Skins on the applications. One integrated surface your people work in, with one record, one workflow and one dashboard over the systems you already run. Every platform vendor is building toward it, and it is still a surface you operate.

1 Screens
0 Clicks
1 Apps
one surface Harbor Supply Co.
LeadsOpportunitiesAccountsActivities
Harbor Supply Co.One record
the CRM, help desk and finance fields in one view
Sales: stage
Customer since March, owner Dana
Help desk: open
1, export failing after the update
Finance: balance
0.00, last invoice paid 12 Sep
Marketing: campaign
ERP readiness, opened twice this week
Sales: next step
renewal call, 14 Oct

One view. Nothing re-keyed. Each field is read from the application that owns it.

Activity

  1. 09:10Ticket 4819 opened: export failing after the update
  2. 12 SepInvoice INV-⁠2041 paid, balance 0.00
  3. MonERP readiness email opened twice

Related

Tickets
1 open
Invoices
2 paid
Campaigns
1 active

Next. The upsell waits for the fix; renewal call 14 Oct.

Lead to delivery, end to end

  1. LeadSales
  2. QualifiedSales
  3. QuoteFinance
  4. InvoiceFinance
  5. DeliveryFinance, projects

Each stage stamped with the function that owns it. One workflow across the functions, no bounce between applications.

Harbor Supply Co.QualifiedDana
Beacon Freight LtdQuoteLee
Ridgeline Dental GroupInvoiceSam

This month, across every function

Pipeline1.2Mtraced to source
Cost per lead112dollars, from 140
Open tickets7two over promise
Margin31 percentafter every cost

Pipeline by stage

Leads38
Qualified21
Quote9
Invoice6
Delivery4

Open, by amount

Harbor Supply Co.Qualified48,000
Beacon Freight LtdQuote61,200
Ridgeline Dental GroupInvoice36,591

Audit log. 11 automated, 2 approved by you

  1. The turn

    One surface. Every application. Your customer, once.

    The five windows slide into line and fuse into one surface: one navigation, the five applications as tabs, and the customer spelled one way, with the CRM, help desk and finance fields in one view, each read from the application that owns it. This is the integrated surface the platforms are now chasing. It is where the market is heading, and it is still a surface you operate.

    The record, the workflow and the dashboard

What we deliver today. An agent for each job on that one surface, acting through the applications, with the obvious steps run without you and the money waiting for your digit. Agentic surfaces reason and act: a paradigm shift we drive, delivered as managed solutions.

18 Automated
3 Approved by you
1 Apps
one surface Harbor Supply Co.
LeadsOpportunitiesAccountsActivities
PipelineCostServiceAudit log
Opportunity O-⁠4421Sales, opportunities
converted from L-⁠1187 on your message
Stage
Qualified
Amount
48,000, from the readiness package
Tasks
3 created: discovery deck, pricing check, references
Owner
Dana, by territory rule

Done without you. The record, the vetting, the owner, the conversion and the tasks: seven steps, logged.

Monday brief, week of 6 OctoberReporting, the brief
read overnight from the pipeline, the market and the numbers
Pipeline
1.2M, up 9 percent on the month
Cost per lead
112 dollars, from 140
Renewals at risk
2, Harbor Supply among them
Decision 1
raise the ERP campaign to 55 a day yes: raised and read back
Decision 2
move Dana's Thursday to the renewals yes: both calls booked
Decision 3
hold the price change for Q4 changed: manufacturing only

You approve the outcomes. Three decisions yours, eleven steps the system's, every one in the log.

Activity

  1. 08:52Lead L-⁠1187 created, vetted, owner set by territory rule
  2. 08:54Converted to opportunity O-⁠4421 on your message
  3. 08:54Tasks: discovery deck (Dana), pricing check (Lee), references (Sam)

Related

Tickets
1
Invoices
2
Tasks
3

Next. Book the Thursday call; draft the follow-up.

Activity

  1. Mon 07:40Brief posted: pipeline, market and numbers read overnight
  2. Mon 07:47Budget raised and read back on your 1; Thursday moved on your 1
  3. Mon 07:49Price change held for manufacturing on your 3; scheduled elsewhere

Related

Decisions
3 yours
Steps
11 done
Logged
all

Next. Next brief: Monday 07:40.

Lead to delivery, end to end

  1. LeadSales
  2. QualifiedSales
  3. QuoteFinance
  4. InvoiceFinance
  5. DeliveryFinance, projects

Each stage stamped with the function that owns it. One workflow across the functions, no bounce between applications.

Harbor Supply Co.QualifiedDana
Beacon Freight LtdQuoteLee
Ridgeline Dental GroupInvoiceSam

This month, across every function

Pipeline1.2Mtraced to source
Cost per lead112dollars, from 140
Open tickets7two over promise
Margin31 percentafter every cost

Pipeline by stage

Leads38
Qualified21
Quote9
Invoice6
Delivery4

Open, by amount

Harbor Supply Co.Qualified48,000
Beacon Freight LtdQuote61,200
Ridgeline Dental GroupInvoice36,591

Audit log. 11 automated, 2 approved by you

  1. You say it

    Say it, and it is done.

    A lead arrives, vetted and assigned by rule, not by you. "Convert this lead to an opportunity": the opportunity appears with its stage and amount, three tasks are created and assigned, and every step is logged. The screens stay for whoever wants them; the work moved to the conversation.

    AI marketing solution
  2. Monday morning

    The week is already proposed. You decide.

    Overnight the system read the pipeline, the market and the numbers, and proposed the week: three decisions for you, each answered with one digit. 1 yes, 2 no, 3 change something. You approve the outcome. Agentic surfaces reason and act: a paradigm shift we drive, delivered as managed solutions.

    1. Configured applications
    2. Integrated solutions
    3. Agentic orchestration
    See the solutions

You approve the outcome.

You approve the outcome. Here is what that has produced.

Where we already are

We are driving the shift.

The three eras above are not a forecast. The third one runs today, on our own business and on our clients’, and every claim here sits next to the thing that proves it.

  1. 4,442 hours

    Of work in the first twenty days.

    What AI Marketing OS delivered in its first twenty days, by industry-typical task times for the same work.

    The effort model, 1 to 20 September 2026
  2. 1,380 hours a month

    Delivered by the routines, every month.

    The nightly reads, the weekly slate, the daily pull and the monthly review, as they run today.

    The designed routines
  3. 400 dollars a month

    Of tooling, before media.

    The all-in cost of the function’s software, so the cost of every outcome can be defended.

    The all-in cost, published on Insights
  4. 20 posts and 10 videos a week

    Planned, produced, published and measured.

    By the system; a person approves each one with one digit.

    The weekly slate
  5. 6 solutions

    Each run as a managed subscription.

    Each an agentic surface over the applications its industry already runs, with its own persona, gates and run log.

    The six solutions

A paradigm shift is proved by what runs, not by what is announced. These run.

How we build them: agentic solution development

These run.

These run. Here are the six.

Who we work with

Operationally complex businesses. Not necessarily large ones.

Many of our clients are small and mid-sized. What they have in common is complexity: multiple systems, real operational processes, and technology decisions with meaningful consequences.

  1. Industry solution 02 We use it ourselves

    AI Marketing.

    Marketing run as one governed system, from theme to lead.

    Raise the ERP campaign to 55 a day; the leads are converting.

    Budget proposal posted with the cap check. Your 1 applies it and I read it back.

    ERP implementer programAdvertising
    Daily budget
    55.00 dollars
    Cap
    160.00 a day; 3,000 a month
    Proposal
    approved, 8:48 a.m.
    • Programs, approved on one digit
    • Pieces made to the plan, each to its own gate
    • Paid search under a cap enforced in code
  2. Industry solution 01

    Light Manufacturing, eCommerce & 3PL.

    From purchase order to margin by channel, one plant floor in chat.

  3. Industry solution 03

    Commercial Business & Property Brokerages.

    Listings, deals with two sides, letters of intent and splits, from one message.

  4. Industry solution 04

    Behavioral Healthcare Providers.

    Referral to billing packet with identities masked by rule.

  5. Industry solution 05

    Customer Success Organizations.

    Tickets answered from knowledge, articles written as you solve, renewals seen early.

  6. Industry solution 06

    Other Operationally-Complex Businesses.

    The operating model first, then one connected system on the platforms you already run.

The common denominator isn't industry. It's operational complexity.

Supported platforms and applications

Built on the platforms your business already runs.

Business application platforms are the foundation. Our solutions are built user experience and workflow first, features second: a CRM is a CRM, and the platform you already run is the one we build on. Zoho is our partner; the rest we support through their published APIs, with the keys coming from your own instance in production. A platform we have not connected yet is a small project for the first customer who asks.

  • Partner
    • Zoho
  • Supported platforms
    • HubSpot
    • Microsoft Dynamics 365
    • NetSuite
    • Salesforce
    • Zoho One
  • CRM
    • ActiveCampaign
    • HubSpot
    • Microsoft Dynamics 365
    • monday CRM
    • Pipedrive
    • Salesforce
    • Zoho CRM
  • Marketing automation
    • ActiveCampaign
    • Brevo
    • HubSpot
    • Klaviyo
    • Mailchimp
    • Microsoft Dynamics 365
    • Salesforce
    • Zoho Marketing Automation
  • Support
    • Freshdesk
    • HubSpot
    • Intercom
    • Microsoft Dynamics 365
    • Salesforce
    • Zendesk
    • Zoho Desk
    • Zoho SalesIQ
  • Finance and operations
    • Microsoft Dynamics 365
    • NetSuite
    • QuickBooks
    • Xero
    • Zoho Books
    • Zoho Inventory
    • Zoho Projects
  • eCommerce
    • HubSpot
    • Salesforce
    • Zoho Commerce
  • Analytics
    • Looker
    • Power BI
    • Tableau
    • Zoho Analytics
How we start

Most of our best clients come to us with a feeling, not a plan.

"Something isn't working." "We're outgrowing our tools." "We're afraid to make the wrong move." No-Risk Discovery is a short, practical conversation that gets you clarity before you commit to anything big. We'll tell you if we're a fit. If we're not, we'll tell you that too.

One piece a week on running a business as one system.

Most people get the second realisation a day later. The next piece is how.