CRM & Sales Tools
AI that enriches leads, summarizes calls and emails, scores opportunities and drafts follow-ups inside HubSpot, Salesforce or your own CRM.
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Put AI Inside the Tools You Already Use
You don't need new software to benefit from AI. We connect AI to the systems your team already works in (CRM, email, help desk, documents and databases), so it summarizes, classifies, drafts and routes work where it happens. You get the return on AI without retraining your team on a new platform or paying for another subscription.
What AI Integration covers
AI integration means adding AI capabilities to software you already run, rather than replacing it. Typical work: summarizing and categorizing incoming emails and tickets, drafting replies inside your help desk, enriching CRM records, extracting data from documents into your database, and adding natural-language search over your own information. We connect models such as OpenAI and Anthropic Claude through secure APIs, keep your data in your systems, and build in human review wherever accuracy matters.
What's included
Email & Help Desk
Incoming messages classified, summarized and routed automatically, with draft replies ready for your team to approve.
Documents & Data
Information extracted from PDFs, forms and invoices straight into your database or accounting system.
Search Over Your Information
Natural-language search and Q&A over your own documents and data, with answers that cite their source.
Why it's worth it
- AI works inside your existing CRM, email, help desk and databases
- No new platform for your team to learn
- Summaries, classification, drafting and routing where work already happens
- Human review built in for decisions that matter
- Your data stays in your systems, with Canadian hosting options
- Model-agnostic: OpenAI, Anthropic Claude, Google Gemini and others
- Monitored for accuracy and cost after launch
How it works
1
Discovery Call
A free call to understand the workflow, the systems involved and what a good result is worth to you.
2
Business Case & Scope
We document the opportunity, the metrics we'll measure, and a fixed-price scope, before any build starts.
3
Build & Measure
We build in phases, test against your real data, and track the agreed metrics from day one.
4
Launch & Improve
We launch, deliver documentation, and review results against the baseline. Optional ongoing support.
How we measure the return
Before we build, we agree what success is worth and measure a baseline. After launch, we report against it.
- Staff time spent on the workflow, before and after
- Response and turnaround times
- Accuracy against human review
- AI usage cost per task
We use this in our own products
The same approach runs in software we build and operate ourselves.
Civil ProposalSite research across open municipal, provincial and federal sources, assembled into a scoping report (risk flags, permits and timelines, servicing) and carried straight into a proposal draft.
Foodbank Check-In and Appointment SystemSelf check-in by QR code in seven languages, appointment import and export by CSV around Link2Feed, and a daily purge of day-of visit data.Pricing
The payoff of AI inside the systems you already pay for, without another subscription
Starting at $3,500 and up to $40,000+ depending on scope. Every project starts with a free 15-minute discovery call. We scope the work in writing, then quote it fixed-price, no surprises, no hourly drift. Ownership and licensing terms are set out in your contract.
Frequently Asked Questions
How is AI integration different from buying an AI tool?+
An AI tool is another place your team has to go. Integration brings AI into the systems they already use, so it fits existing workflows and data instead of adding a new silo.
Is our data safe?+
We connect models through secure APIs with data-retention controls, keep records in your own systems, and can use Canadian hosting. We scope privacy requirements, including PIPEDA and BC privacy law, before building.
How much does AI integration cost?+
AI integrations range from $3,500 for a single focused integration to $40,000+ for larger projects. Every project is fixed-price against a written scope.
How do we know it's worth it?+
We agree on metrics up front, such as hours saved, response times, and error rates. We measure a baseline and review results after launch.
Ready to get started with AI Integration?
Book a free 15-minute consultation and we'll show you exactly how we can help.
Book an AppointmentRelated services
AI Voice Receptionist
Recover calls, and the revenue behind them, that would have gone to voicemail
Workflow & Document Automation
Hours of admin removed from every week, measured before and after launch
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Replace workarounds and stacked subscriptions with software built for your workflow