Fixed price, fixed scope. You see a measured result on 20 records before you commit to the full run.
See a live demo on sample data. Pick the task that hurts most. No commitment.
Fixed price, fixed scope, and a timeline. 50% to start, 50% at handover.
We interview the people who currently do the task. Their answers become the agent's settings: scoring rules, signals, fields, tone, and exclusions.
You create access keys; we connect and run on 20 records. Your team checks the top results and tells us what to tune.
We time the old way against the new way, report the real time saved and cost per record, and give a 30-minute training. You pay the remaining 50%.
Monitoring, fixes when a connected tool changes, tuning hours (1, 2, or 3 per month by tier), and a monthly results email.
We connect through your own accounts. You control the keys and can revoke them any time.
We need to understand how they work today — what signals matter, what exceptions they make, and what a good result looks like.
If your data needs cleanup first, we quote that separately — or start with the CRM Hygiene agent.
These are not settings you can turn off. They're part of how the agent works.
Nothing is written or spent without a yes from your team, one step at a time.
Every agent proves itself on 20 records before running on your full list.
Every AI finding links to its source. Findings with no evidence are thrown out automatically before your team sees them.
Hard limits on AI usage and data credits are set in plain settings and enforced before every run.
Agents only add or update their own fields. They back up every record before changing it.
The agent runs in your accounts with your keys. We delete our copies of your data and keys at handover.
Every run keeps a log, the results, and a backup. You can replay or audit any run.
Agents draft, flag, and score. Your team sends emails, pays invoices, and makes hiring decisions.
Every agent follows the same pattern. Each step has its own safeguards.
Reads data from the tools you already pay for through official APIs or exports. No new databases.
Claude (by Anthropic), running in your own account, does the research, reading, or judgment — the part a person used to do.
Rules run automatically after the AI. No source link means no claim. No real ticket means no reason. Hard rules always override the AI.
Verified results go where your team already works — CRM fields, notes, Slack, or a dashboard. Only the agent's own fields are touched.
Your team sees a dashboard and approves actions. Nothing is sent, paid, or changed without a yes.
Book a free 30-minute call. We'll show you a live demo on sample data and pick the task that makes the most sense to start with.
Book a free call →