Our Services

AI-Ready Data Cleanup 

For CRM, clean data is everything. Duplicates, outdated fields, and inconsistencies don’t just skew reports and confuse AI they hold back your entire operation.

What we do:

• Deduplicate records using fuzzy logic and native CRM tools.

• Normalize property values (industries, countries, lead sources, stages).

• Review and clean up custom fields, ghost properties, and unused data.

• Build a clear data dictionary with rules and naming conventions.

• Establish governance guidelines for long-term data health.

What you achieve: 

CRM AI Enablement 

Most teams only use a fraction of the AI tools inside their CRM. With AI properly set up, reps save hours each week, leads get prioritized automatically, and your CRM becomes an intelligent assistant, not just a database.

What we do:

• Audit and activate native AI features (lead scoring, email drafting, call summaries).

• Configure scoring models tailored to your data.

• Train your team on AI prompts and best practices.

• Set compliance and security guardrails.

What you achieve: 

Custom AI/ML Models 

Native CRM AI is powerful, but limited. With custom ML models, you unlock predictive power so every decision is proactive, not reactive.

What we do:

• Design predictive models (churn, upsell, cross-sell, LTV).

• Build ELT pipelines from CRM to warehouse (Snowflake, BigQuery, Azure, AWS).

• Engineer features and train models with explainability.

• Deliver results back into your CRM or via APIs.

What you achieve: 

Gen-AI Copilots & Automations 

Teams spend hours copying, pasting, and re-writing emails, proposals, etc. repetitive work that slows everything down. With AI copilots built into your CRM, repetitive admin work disappears. Proposals, RFPs, and summaries generated in seconds, freeing your team to focus on selling and serving.

What we do:

• Design AI copilots that live inside your CRM.

• Automate proposals, call summaries, and emails.

• Configure workflows to trigger AI outputs automatically.

• Train your team on safe, effective usage

What you achieve: 

Warehouse + BI Dashboards 

CRM data alone doesn’t give the whole picture. Finance, marketing, and operations live in separate systems leaving leadership with siloed insights. With a central warehouse and BI dashboards, your CRM connects to the rest of your business data. Leaders finally see sales, marketing, finance, and operations together making decisions with clarity and confidence.

What we do:

• Build or optimize your data warehouse.

• Connect CRM + ERP + billing + support systems.

• Model clean data structures with dbt or SQL.

• Deliver dashboards in Power BI, Tableau, or Looker Studio.

What you achieve: 

Insights & Automation Pod 

Keeping CRMs, ERPs, and legacy systems connected while adding new automations and AI use cases is hard without a dedicated team. We build and maintain integrations, launch new automations, and expand AI models, keeping your stack connected, modern, and future-ready.

What we do:

• Connect CRM with ERPs, billing, and legacy systems.

• Design & evolve automations as your processes grow.

• Expand predictive models and AI copilots.

• Monitor and optimize reliability at scale.

What you achieve: