Your CRM and Lead Tracking Agent Keeps Every GC Relationship on File
The CRM and Lead Tracking Agent logs every owner and GC contact, chases bid follow-ups and scores leads so your estimator and owner stay on live projects.
Your CRM and Lead Tracking Agent Keeps Every GC Relationship on File
The CRM and Lead Tracking Agent logs every owner and GC contact, chases bid follow-ups and scores leads so your estimator and owner stay on live projects.
Your Business Development Agent Keeps Clients Warm Through Busy Months
The Business Development Agent keeps outreach to past and prospective clients going while the desk is full, so owners never restart from an empty pipeline.
Advisory Firms Get More Referrals When Every CPA Hears Back
The Referral Agent logs every referral to its source, sends thank-yous and status notes, and keeps a cadence with each CPA and attorney for the principal.
Your Business Development Agent Prospects While Your Recruiters Place
The Business Development Agent ranks prospects by hiring signals, runs outreach, drafts proposals and logs every client touch, so owners keep selling.
Deploy the Client Relationship Nurturing Agent and Keep Clients Warm Without Lifting a Finger
The Client Relationship Nurturing Agent handles follow-ups, tracks touchpoints, and surfaces cross-sell opportunities so partners stay connected without the.
Kickoffs Hold Their Date When Every SOW Comes Back Signed
The Statement of Work Creation Agent sends the SOW, chases client redlines and signatures, and keeps the partner in the room with the client, not in email.
Deploy the RFP Agent and Reclaim Partner Focus from Proposal Assembly
The RFP Agent assembles proposals from your knowledge base while partners focus on strategy, differentiation, and client alignment.
Fewer Scope Disputes Start When Every SOW Speaks the Same Language
The Statement of Work Creation Agent drafts each SOW from discovery notes, standard scope language and your pricing, then routes it for partner review.
Your Thought Leadership Agent Gets Articles Out While You Bill
The Thought Leadership Agent turns partner outlines into drafts and finished projects into anonymized case studies, so partners publish and still bill.
RFP Responses Get Sharper When Partners Stop Assembling Boilerplate
The RFP Agent logs the RFP, fields the buyer's questions, pulls past content and current bios and drafts the response, so partners write the strategy.