CRM copilots
Summaries of every contact, suggested next steps and fields filled in automatically from emails and calls.
AI & Data Innovation · AI Integrations
AI integration inside the tools you already use
No new system to learn. We plug AI into your CRM, help desk, accounting software and team chat, so your people get summaries, drafts and answers right where they work.
- Timeline
- 2–8 weeks
- Starts from
- $3k
- New software
- None needed
DLDana LeeNorthwind Roofing
Last contact
Emails
Notes
AIAI summary
Asked for a quote twice this month.
Strong buying signal: compared prices.
Next step: send the updated quote.
Draft the email
CRMHelp deskAccountingSlack
AI right where your team works
What changes
What changes when AI lives inside your tools
Today
Staff copy text into a chatbot and back, one tab at a time.
With AI built in
AI works inside the screen they already have open.
Today
Customer history is scattered across emails, notes and tickets.
With AI built in
One click gives a clear summary and the next best step.
Today
Company data gets pasted into public AI tools.
With AI built in
AI runs in your own accounts, with access you control.
What we build
AI features for the software your business runs on
We connect AI to your existing systems through secure, documented integrations, so it works with your data and respects your permissions.
Help desk assistants
Suggested replies, automatic ticket tagging and routing, and alerts when a customer sounds unhappy.
Smart document search
Ask questions across your shared drives, wikis and PDFs and get answers with links to the source.
Accounting and ERP AI
Read invoices and receipts, match entries and flag anything that looks unusual for review.
Slack and Teams assistants
Ask questions, pull reports and kick off tasks without leaving your team chat.
Custom AI APIs
Secure AI endpoints your developers can reuse across your website, apps and internal tools.
How it works
From the tools you have to AI that helps inside them
- 1
Discovery call
Show us the tools your team lives in and where time goes. Estimate within 24 hours.
Free · 30 min - 2
Fixed-price pilot
We connect AI to one tool and one task, so you can try it on real work.
1–2 weeks - 3
Build & weekly demos
We add more tools, permissions and controls, with a demo every week.
2–6 weeks - 4
Launch & train
We roll it out to your team and document every integration.
About 1 week - 5
30-day warranty
We watch usage and costs, and fix anything that comes up. Then it's yours.
30 days
Client result · Hilo Aviation
Reports that now show up in Slack every Monday
Hilo Aviation's analyst spent two days a week pulling numbers from different systems. We connected those systems and built a pipeline that delivers the report on its own.
<3 wksto build and launchHilo Aviation
2 daysof analyst time back every weekHours back
0manual steps to get the weekly reportFully automatic
Your numbers
What does switching between tools cost you?
Move the sliders to see what re-typing and tab-switching costs your business today.
624hours a year moving information around
$21,840what that work costs each year
This shows today's cost only. On your free call we'll point out which steps AI can handle inside your tools.
What you get
- AI features working inside the tools you choose
- Secure connections that respect user permissions
- A dashboard showing AI usage and running costs
- Clear documentation of every integration
- Team training and written runbooks
- 30-day warranty and 100% code ownership
Plugs into
Most tools with an API, and many without
Popular cloud apps, older on-premise systems and custom software. If your team uses it every day, we can usually connect AI to it.
CRMsHelp desksAccountingERPsGoogle WorkspaceMicrosoft 365SlackTeams
Built with
Proven AI and integration tools
We choose the model and integration approach that fits your budget and security needs.
ClaudeGPT-4.1Geminin8nMakeZapierFastAPISupabase
FAQ
AI integration questions, answered
Do we need to replace our current software?
No. The whole point is to add AI to what you already use, so your team keeps working in familiar screens.
Which tools can you integrate AI with?
Most tools that have an API or export: popular CRMs, help desks, accounting and ERP systems, Google Workspace, Microsoft 365, Slack and Teams. We also work with older and custom systems.
Is it secure to connect AI to our systems?
Yes. AI runs in your own accounts, follows your existing permissions, and models are not trained on your data. NDAs and data processing agreements are standard.
What will the AI cost to run each month?
It depends on how much it's used. We pick models that fit your budget and give you a dashboard so running costs are always visible.
How much does an AI integration project cost?
Projects start from $3k. You get an estimate within 24 hours of your discovery call, and every project begins with a fixed-price first phase.
How quickly can we start using it?
You'll be trying a first integration within 1–2 weeks. Most projects are fully live in 2–8 weeks.
Keep exploring
Services that pair well with AI integrations
AI & Data InnovationAI AgentsDigital teammates that handle tasks end to end, from leads to orders.Explore AI Agents →
AutomationsWorkflow AutomationConnect your apps so work moves on its own, with no copy-paste between tabs.Explore Workflow Automation →
EngineeringApp ModernizationUpgrade older systems so they're faster, safer and ready for AI.Explore App Modernization →
Ready to bring AI into the tools you already love?
Book a free 30-minute call. Tell us which tools your team lives in, and we'll show you where AI fits.
Book a free call or send us a message
