01 AI tools and automation
The tools your team should have had years ago
A CRM shaped around your actual pipeline, an admin panel over data that lives in five spreadsheets, a dashboard that answers the question someone asks every Monday, and the automation around them.
02 What we build
Built around how your team works
We build systems that answer website inquiries in the business's own name, follow up until the customer replies, and ask happy customers for reviews. Where AI helps, it drafts for a person to approve. It never acts alone where a mistake would cost you.
What you get: the working tool, hosted by us in a space of its own and connected to the email and calendar you already use, the source code once it's paid for, and a plain-English guide to how it fits together.
03 Sizes of build
Start with one tool, or a suite that works together
Whatever the size, you get one fixed price, written in your proposal after a free call, before any work starts.
- Simple tool
One tool that does one job well: quote follow-ups, a deadline tracker, or every request from email, phone and your website in one list. We start from a working demo, set it up with your fields and steps, give your team sign-in, check it for security and launch it on your domain.
- Tool suite · most teams start here
Several connected parts in one app, with different access for different people. A typical suite: quote follow-ups, requests in one list and invoice reminders, with a weekly numbers email to the owner.
- Bigger builds
Anything past a suite, including AI agent workflows that run a job end to end and bring anything over your limits to a person. Scoped with you and quoted in writing.
04 After launch
Keep it running after launch
Optional monthly plans that keep your tool running, sized to what you have. Month to month, cancel with 30 days' notice. Several tools, or ongoing development? We'll set a plan around it in your proposal.
- Tool Care 1
It keeps working
CoversOne toolHosting, a monthly check-up, and fixes when something breaks- Hosting and uptime monitoring
- Security and software updates
- A monthly check-up
- Bugs fixed, no invoice
- RecommendedTool Care 2
It keeps up with you
CoversOne toolEverything in Tool Care 1, plus small changes each month- Everything in Tool Care 1
- Send small changes any time: a field, a step, a new email
- Done in that month's session
- A short note on what changed
- Tool Care 3
Your whole suite, looked after
CoversA tool suiteHosting, check-ups, fixes and small changes across every part- Everything in Tool Care 2
- Covers every part of the suite
- Hosting for the whole app
- A short note on what changed
05 Examples
Click through what we build
Four working samples of the kind of tool we build for local businesses. The businesses are fictional and the data is made up, but every screen works: click, approve, reassign, ask.
- Simple toolQuote follow-up for a roofing company
Every quote request answered in under a minute, then followed up until the customer books an estimate.
- Tool suiteOperations portal for a home services company
Schedule, jobs and invoices in one place, with a morning briefing on what needs attention.
- Tool suiteA knowledge agent on a company’s own documents
Staff ask in plain English and get short answers with the exact source passage on screen.
- Bigger buildAn AI agent team running property maintenance
Five agents hand each repair from the tenant’s first text to the owner’s invoice, and bring anything over the limits to a person.
06 Case study
The Atlas client portal
The tool our own clients sign into. We built it, and our current clients use it.
- What it does
- Each client's projects, links and how-to steps in one place
- Feedback
- Clients send changes and files from the same page
- Sign-in
- Each client signs in to see their own page
- Status
- Live, used by our current clients
Agents
Rather have an agent?
Chase handles outreach for you: he finds businesses with a real reason to buy, checks every fact and drafts the emails. A person reads and sends every one.
07 Questions
Straight answers
Does the AI ever act on its own?
Only where a mistake can't cost you. Where it matters, AI drafts and a person approves: replies to customers, invoices, anything with your name on it.
Do we have to replace the tools we use now?
No. We build around the email, calendar, spreadsheets and software you already use, and the tools run in your own accounts.
How long does a build take?
A simple tool is usually a few weeks. A tool suite or a bigger build takes longer; your proposal names the date.
What does your team still do by hand?
Book a free 30-minute call. We'll tell you which parts are worth automating, and which aren't.