AI that works where your team already does.
We embed AI-powered commercial automation directly into your existing CRM, pricing systems, and sales workflows. No new platform to adopt. No twelve-month implementation. No pilot purgatory. Your team gets smarter tools inside the systems they already run.
79% of companies are struggling to adopt AI. Half of all AI projects never make it past pilot. The bottleneck is not the technology. It is the implementation. We fix that.
Two paths that don’t work. And a third that does.
Most companies trying to adopt AI for their commercial operations hit the same wall. They either build from scratch or buy off the shelf. Both create more problems than they solve.
Months of development. A dedicated engineering team. Ongoing maintenance burden. Tech debt that compounds. By the time it ships, the requirements have changed. Your commercial team waits while IT builds something that may never fully fit.
Built for the median company. Rigid workflows that don’t match your pricing architecture, deal governance, or customer segmentation. Months of configuration. Another platform your team has to learn, log into, and maintain alongside everything else.
AI-powered automation that runs inside the CRM, pricing systems, and sales tools your team already uses. No new platform. No codebase to maintain. Trained on your data, shaped by commercial expertise, and operational in weeks.
Agentic workflows, embedded in the systems your team already uses.
Deal-specific price recommendations in your CRM
A custom pricing model trained on your transaction history, customer segments, and competitive signals. Surfaces real-time price recommendations and discount guardrails directly inside Salesforce or your CPQ, at the point of deal creation.
Embeds into
Salesforce, HubSpot, CPQ systems
Discount governance without the bottleneck
An automated deal approval workflow that routes exception requests based on margin thresholds, customer tier, and deal size. Eliminates Slack-thread approvals. Ensures every discount decision is logged, reasoned, and defensible.
Embeds into
Salesforce, Slack, email, CRM workflows
Automated briefings from your competitive landscape
A monitoring and synthesis pipeline that tracks competitor pricing moves, positioning changes, and product launches, then delivers structured briefings to your sales and pricing teams on a cadence you set. No manual research. No noise.
Embeds into
Email, Slack, Notion, internal wikis
Identify upgrade-ready accounts before they ask
An automation that monitors product usage, contract age, support activity, and engagement signals to surface accounts with high expansion probability. Routes warm upsell opportunities to your CS or sales team with recommended next actions.
Embeds into
CRM, product analytics, CS platforms
On-brand proposals generated from your pricing data
A workflow that pulls from your pricing rules, customer tier, and product configuration to auto-generate tailored proposals and quote documents. Eliminates copy-paste errors, enforces pricing governance, and cuts proposal turnaround from hours to minutes.
Embeds into
Salesforce, CPQ, document generation tools
Pattern recognition across every deal closed
An agentic workflow that synthesises CRM data, call recordings, and rep notes after every deal close to extract structured win/loss patterns. Surfaces findings as weekly coaching prompts, pricing insights, and competitive positioning gaps.
Embeds into
Salesforce, Gong, Chorus, CRM notes
AI without business judgment is a science project.
The technology is not the hard part. The hard part is knowing what to automate, how your commercial process actually works, and what the AI output needs to look like for your team to trust and act on it. That takes domain expertise, not just engineering.
Our team brings deep experience in pricing strategy, sales operations, and go-to-market execution. We design every workflow with the commercial judgment to make it work — the right data inputs, the right decision logic, the right outputs at the right point in your process. We call this Experts in the Loop: AI shaped by operators who understand your commercial reality.
Margin structures, value metrics, discount governance, competitive positioning
Use case identification, workflow design, data architecture, build-vs-buy evaluation
Deal qualification, pipeline mechanics, channel design, customer segmentation
Lead scoring, campaign automation, content targeting, conversion optimization
We build to disappear.
Every automation we build is designed for independence. We document the architecture, train your team, and hand over full operational control. You do not need us after delivery. That is the point.
We build pricing engines your RevOps team can tune, deal desk automations your sales ops team can configure, and intelligence pipelines your analysts can operate. Firms that build black-box dependencies are building for their retainer. We build for your independence.
Diagnostic first. Build second.
Stop piloting. Start operating.
The right AI automation starts with the right diagnosis. Book a working session and we will map the highest-value opportunity to embed AI into your commercial operations — no new platform, no tech debt, no pilot that never ships.