Turn Your CRM Data Into Instant Insights

Ask your data questions in plain English and get dynamic reports, charts, and actionable insights in seconds. Stop waiting for reports that answer yesterday's questions. Get the intelligence you need to make decisions today.

PROBLEM

Your Sales Data Is Trapped in Spreadsheets

Teams spend hours manually creating reports, waiting for insights that arrive too late to act on. Critical patterns hide in your CRM data while your team struggles with disconnected tools and manual processes. You need business intelligence that actually understands your business.

SOLUTION

How It Works

AI-Powered Natural Language Queries

Ask your CRM database questions in plain English instead of writing complex queries or waiting for analysts. The AI instantly understands your intent and transforms it into precise data requests. Get the answers you need in seconds, not hours.

Dynamic Reports and Visualizations

Automatically generate professional charts, dashboards, and reports that tell the story hidden in your numbers. The system surfaces insights and patterns you didn't even know to look for. Export, share, or embed reports directly into your workflow.

Automated Team Notifications and Task Automation

Set up intelligent alerts that notify your team when key metrics move or thresholds are reached. Automate routine CRM tasks and workflows based on real-time data insights. Keep your entire team aligned and acting on the latest information.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.