Built for industries where the data is messy and the stakes are real.

Solar lives or dies on speed-to-lead. Demand spikes with incentives, weather, and rate hikes; inquiries pour in across forms, calls, and ads — and the installer who responds first usually wins the job. Most teams lose deals in the gap between a lead landing and a human getting to it.

Where we go to work

• AI lead engines that qualify and answer every inquiry in real time, 24/7 — no lead goes cold waiting for a callback.
• Quote-to-install workflows that pull roof, usage, and incentive data so reps quote faster and more accurately.
• Paid media seeded from your real installs — lookalikes that convert, not interest categories.
• Subsidy and rebate eligibility tracked in one place, so paperwork never stalls a deal.

Common data sources

Salesforce CRMSolar design (Aurora)Meta + Google AdsCall & form trackingRebate & incentive dataInstall scheduling (ServiceTitan)

Luxury is a relationship business with enterprise data problems. Boutique visits, online behavior, WhatsApp threads, and high-value purchase histories sit in silos — so the personal touch that drives repeat business gets lost the moment you try to scale it.

Where we go to work

• One unified customer view across boutique, online, WhatsApp, and events — every associate knows the client.
• Clienteling agents that surface the right outreach at the right moment: anniversaries, restocks, new arrivals.
• Brand-led campaigns connected back to CRM, so spend ties to revenue, not impressions.
• Discreet, governed data handling befitting high-net-worth clientele.

Common data sources

Shopify / CommerceKlaviyo email + SMSMeta + Google AdsIn-store POS (Square)WhatsApp / chatLoyalty (Yotpo)

Construction and digital-construction firms run on bids, RFIs, submittals, and field updates spread across regions and systems. The admin load is enormous, and a fragmented CRM means leadership never has a clean picture of pipeline or delivery.

Where we go to work

• Bid and RFI agents that draft, route, and track — so estimators spend time on judgment, not paperwork.
• A consolidated, secure Salesforce footprint across regions, with enterprise controls (Shield) where it matters.
• Field-to-office workflows that keep project data current without double entry.
• An AI-ready data foundation across the org, so agents act on accurate project and client data.

Common data sources

Salesforce CRMProcoreBIM / AutodeskBid & estimatingRFIs & submittalsERP (Sage)

Manufacturers sit on rich operational and aftermarket data that rarely reaches sales and service. The opportunity isn’t a flashy pilot — it’s service and aftermarket agents that move real numbers: uptime, response time, and parts revenue.

Where we go to work

• Service and aftermarket agents that triage issues, surface the right part, and book the right tech.
• Connected product and ERP data unified so sales sees install base, usage, and replacement signals.
• Channel and distributor pipeline visibility in one place.
• Quote and CPQ acceleration grounded in real configuration data.

Common data sources

Salesforce CRMSAP / ERPService CloudCPQ / quoting (Conga)Connected products (PTC)Distributor portal (Impartner)

Healthcare and life-sciences orgs run on sensitive, fragmented data — across EHRs, payers, providers, and engagement tools. The win isn’t a flashy chatbot; it’s coordination and trust: the right information reaching the right person, inside the rules.

Where we go to work

• Patient / member 360 unifying clinical, claims, and engagement data into one governed profile.
• Care-coordination agents that route tasks, flag gaps in care, and prep teams before each touchpoint.
• Service agents for scheduling, intake, and benefits questions — escalating to humans on anything sensitive.
• Privacy-first architecture: access scopes, audit trails, and AI that only sees what it’s allowed to.

Common data sources

Salesforce Health CloudEHR (Epic)Marketing CloudService / contact centerConsent & portal (MyChart)Claims / billing

In financial services the data is rich but the bar is high — every action carries a compliance shadow. We unify the client picture and put agents to work inside guardrails regulators recognize.

Where we go to work

• Unified client 360 across accounts, transactions, and interactions — one trusted view per household.
• Advisor-productivity agents that draft prep, summarize meetings, and surface next-best actions.
• Service agents for onboarding, KYC checks, and routine requests, with full audit trails.
• Governance and access controls designed for regulated environments from day one.

Common data sources

Salesforce FSCCore banking / PlaidKYC / AML (Persona)Wealth / AddeparDocuSignSnowflake / BI

Professional-services firms sell expertise and live or die on utilization and forecast accuracy. Disconnected pipeline, delivery, and finance data turn both into a guessing game.

Where we go to work

• Unified pipeline and forecasting, so leadership trusts the number — not the spreadsheet.
• Proposal-to-cash automation: scoping, SOWs, approvals, and billing without manual handoffs.
• Engagement-routing agents that match the right team to the right opportunity.
• Utilization and margin signals surfaced where the team already works.

Common data sources

Salesforce CRMPSA (Kantata)Outreach / SalesloftCalendlySlackHubSpot marketing

Tech and SaaS companies generate enormous product and usage signal that rarely reaches revenue teams in time. We connect product, CRM, and billing so growth motions act on real behavior.

Where we go to work

• Usage and product signals unified into CRM for PQL scoring and timely sales handoff.
• Lifecycle agents for onboarding, activation, expansion, and churn-risk outreach.
• Clean revenue data across CRM, billing, and product analytics — one funnel, one truth.
• Support and success agents grounded in account context and product docs.

Common data sources

Salesforce CRMMarketo / PardotSegment CDPSnowflakeAmplitudeStripe billing