Projects
An automated CRM and control panel (ERP), with AI running the day-to-day work, from the first contact with a lead to project delivery.
Outbound: AI researches companies that fit the right profile, prepares the first contact and follows up until there is a reply
Inbound: every request that arrives by form, email or phone is logged, qualified and assigned to whoever will handle it
Initial research and briefing: before the first meeting, the team gets a summary of the lead or client, with the operation, the numbers and the questions to ask
Proposal drafting: the proposal starts from what was discussed in the meeting, with scope, timeline and pricing ready to review
Project management: tasks, deadlines and owners kept up to date from meetings and from the work done
A knowledge base per client and per project: meetings, decisions and documents are stored in the right place and available to AI in every task
Agencies that live on projects and deadlines rarely have one central system to manage clients, tasks and priorities. Each person keeps what they know in their own way.
What we built
We like meeting new companies, understanding how they work and finding where AI can make a difference.
Talk to us