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AI Agents

Purpose-built AI Agents

Each agent is scoped to one high-value problem, set up in days, and runs with human approval at every step — not instead of your team.

Client Intelligence Agent

Your next clients are already in your CRM. We find them.

Local AI · Your data never leaves your device

Most businesses have hundreds of past clients sitting in a CRM they rarely revisit. This assistant reads your existing database, scores every contact against your current opportunities, and drafts personalised outreach for your team to review — so you can grow revenue from warm relationships instead of cold-calling strangers.

$1,000 setup+ from $5/contact
  • CRM connection and secure per-client isolation
  • Contact scoring and opportunity ranking
  • Personalised draft outreach per shortlisted contact
Client Intelligence Agent