01 / Lead flowInquiry → booked call
Instant Lead Triage & Booking
An AI-assisted intake workflow reads new inquiries, checks your criteria, drafts a relevant reply, updates your CRM, and sends the right booking link.
Best for
Consultants and independent professionals losing warm leads to slow, manual follow-up.
02 / OnboardingClient Onboarding Pipeline
Trigger folders, tailored forms, contract steps, welcome emails, and internal notifications from one confirmed client record.
03 / DeliveryMeeting-to-Action Engine
Turn call transcripts into concise summaries, assigned action items, and updates in the project board you already use.