From proposal to paid, on one record.
Proposals were captured from the inbox and parsed into a database; accepted work flowed into work orders and a crew scheduling engine; collections were worked from a daily, AI-assisted list — with a person approving every outreach. Leadership has a meeting view built from live numbers.
Customer and property records unified into one client-owned database.
Of receivables reconciled exactly to the accounting system on day one.
A month in AI spend across its proposal, collections and briefing agents. Model-agnostic — no lock-in.
Interface for sales, scheduling, invoicing, collections and leadership.
A relationship map no one had to type.
After two CRMs that nobody kept current, every banker's email and calendar is now captured automatically into a living map of relationships, prospects and live engagements — with AI suggestions that a person confirms before anything changes.
Emails captured firm-wide, with zero data entry.
Emails or meetings logged by hand.
Unused CRMs replaced by one system people actually use.
Faster relationship scoring after tuning — from forty seconds to half a second.
