AI-Composed CRM

Your entire sales operation, composed by AI.

Stop stitching together 5+ disconnected tools. One AI-composed system handles lead capture, scoring, pipeline management, follow-ups, quoting, invoicing, and retention — all optimized continuously.

LeadScorePipelineCloseInvoice
The Composed Way

One AI. Every stage of the revenue cycle.

From first touch to recurring revenue — AI orchestrates every step so nothing falls through the cracks.

Step 1
Capture

AI captures leads from every channel — web, chat, email, SMS, referrals

Step 2
Score

Claude scores each lead in real time based on engagement and intent signals

Step 3
Route

AI routes leads to the right rep based on territory, skill, and availability

Step 4
Nurture

AI drafts context-aware follow-ups in your brand voice across all channels

Step 5
Negotiate

AI handles pricing conversations, generates quotes, and books appointments

Step 6
Close

AI predicts close probability and suggests the optimal next action

Step 7
Invoice

Closed deals auto-generate invoices with correct line items and terms

Step 8
Retain

AI monitors satisfaction signals and triggers retention workflows

Marquee Feature

AI Sales Agent that works every channel

A multi-channel AI that handles inbound leads across email, web chat, and SMS. It negotiates pricing, generates quotes, books appointments, and escalates to humans when needed — 24/7.

Email
AI reads, triages, and responds to inbound email leads in your brand voice.
Web Chat
Conversational AI on your site that qualifies, quotes, and books.
SMS
Two-way text conversations that feel human but scale infinitely.
Smart Escalation
Knows when to hand off to a human — never loses context.
EmailChatSMSQualified
Smart Pipeline
New
12
Qualified
8
Proposal
5
Negotiation
3
Won
2

AI Insight: 3 deals in Negotiation have 80%+ close probability. Recommended action: send final proposals today.

Pipeline Intelligence

Every deal scored. Every action optimized.

AI analyzes deal health in real time, predicts close probability, and tells your team exactly what to do next. No more guessing which deals to prioritize.

AI Deal Scoring
Every deal scored by close probability, updated in real time.
Revenue Forecasting
AI-powered forecasts based on pipeline velocity and historical patterns.
Next-Action Suggestions
AI recommends the optimal next step for every deal.
Activity Timeline
Every touchpoint logged automatically — calls, emails, meetings, notes.
Lead Intelligence

No lead gets forgotten.

AI scores every lead the moment it arrives, routes it to the right person, and tracks the full journey from first touch to conversion. Every channel. Every source. Every signal.

AI Lead Scoring
Contextual scoring with conversation history and engagement signals.
Multi-Channel Capture
Web forms, AI agent chat, email, SMS, referrals — every source tracked.
Auto Routing
Rules-based and AI-assisted routing to the right rep instantly.
Conversion Tracking
Full funnel visibility from first touch to closed deal.
Live Lead Scoring
S
Sarah Chen
Web Chat
94
Hot
M
Marcus Johnson
Email
78
Warm
E
Emma Williams
Referral
85
Hot
D
David Park
SMS
62
Warm
Beyond the Pipeline

The full revenue cycle, composed.

This isn't just top-of-funnel. AI composes the entire revenue operation — from quote to contract to invoice to payment.

Smart Quoting

AI drafts quotes from inspection findings, service history, and pricing rules. One click to send.

Contracts

Auto-generate service contracts with the right terms, SLAs, and renewal schedules.

Invoicing

Closed deals and completed services auto-generate invoices with correct line items.

Revenue Analytics

Full pipeline-to-payment visibility. Ask questions in plain English, get answers with charts.

Start composing your sales operation

See how one AI-composed system replaces your CRM, outreach tools, pipeline spreadsheets, and follow-up reminders.

“The AI sales agent alone replaced two tools we were paying for. Now leads come in, get scored, and enter the pipeline without anyone touching anything.”
H
HOJ Innovations
Design Partner & First Customer