We stop the opportunity leaks at the front door. And the cash leaks out the back.
We build custom AI Sales Agents for B2B websites and the CRM systems behind them. Typical lift: 20%+ web conversion, 5 hours/week back per employee. Compatible with all major CRMs.
Two kinds of leaks. Both bleed your business.
Most leaky businesses have both. Most consultants only fix one. The leak at your front door is usually caused by the same root issue as the leak at your back — which is why we built two practices under one roof.
Custom AI Sales Agents for website conversion optimization on complex B2B catalogs. CRM augmentation with AI lead scoring, marketing automation, and workflow intelligence — on top of the Salesforce, HubSpot, Pipedrive, or Zoho you already pay for.
Opportunity leaks
Where buyers walk away before they buy.
- ●Confusing catalogs that bury the product they need
- ●Configurators that need an engineer to use
- ●Slow quote responses that lose the deal to a faster shop
- ●Inquiries sitting in someone's inbox past 24 hours
- ●Buyer questions at 11pm with nobody on the other end
Cash leaks
Where revenue gets eaten by waste before it ever lands.
- ●Reps copying data between five systems
- ●Estimators retyping every incoming RFQ
- ●Marketers updating spreadsheets that should run themselves
- ●Quote-to-cash that takes a person at every step
- ●Manual reporting that nobody reads anyway
Front door. Back door. We plug both.
Our work splits into two practices that solve opposite ends of the leak — and that’s deliberate. Customers hire one, discover the other, and stop juggling vendors.
CRM
Augment your CRM. Don't replace it.
Already on Salesforce, HubSpot, or Pipedrive? We layer AI lead scoring, follow-up drafting, and workflow automation on top of what you already pay for. Need a CRM from scratch? We implement Zoho One at a fraction of HubSpot's seat cost. Either way: integration, automation, and the AI layer your ops team has been asking for.
- ●Zoho One implementation + migration
- ●Marketing automation & campaigns
- ●AI lead scoring & follow-up drafts
- ●Billing & quote-to-cash automation
- ●LinkedIn, Gmail, Calendar integrations
- ●Reporting & executive dashboards
AI
Custom AI agents, configurators, and SaaS products.
AI agents and configurators that meet your buyer where they are — at 11pm on a Tuesday, with a half-finished spec — and walk them to the answer. End-to-end builds shipped in 2–6 weeks, on Vercel, with the marketing engine wired in from day one.
- ●Conversational AI agents (chat, voice)
- ●Configurators & cross-sell engines
- ●Scoring & ranking systems
- ●Document generation (proposals, RFQs)
- ●RAG / retrieval over your data
- ●Full SaaS products built from scratch
Two AI plays for the leaks that cost the most.
Liquid Quote is our productized SaaS for sheet metal and machine shops. The AI Sales Agent is a tailored build we deploy and configure to your catalog — different shape, same engine.
Liquid Quote
AI RFQ intake for sheet metal & machine shops.
Reads every incoming RFQ — emails, drawings, PDFs — extracts the structured spec, matches against the shop's prior-quote library, routes a ready-to-quote work order to the estimator. Built specifically for the custom-job-shop world where every order is a one-off.
AI Sales Agent
Configurator + buying guide for complex manufacturers.
A conversational agent that walks your buyer through your catalog, runs the configurator, and hands them off to the right rep with a complete spec. For manufacturers with deep catalogs and configurations that today need a sales engineer to navigate.
Most agencies ship the tool. Most consultants ship the strategy. We ship both, in the same engagement.
We architect the stack — Zoho, Claude, Stripe, Supabase, Vercel — and write the code that ties it together. Not slides about what someone else could build.
Two decades of running B2B revenue functions across SaaS, manufacturing, financial services, and federal contracting. The friction we remove is friction we’ve lived inside.
Tech that doesn’t generate pipeline is decoration. Every build is wired to your CRM, your campaigns, and your sales motion from day one — because that’s where the top line lives.