Everything connected.
Your CRM, inbox, bookings, accounts and rosters share what they know, so nothing gets typed twice.
The AI layerbehind your business.
- Everything connected.
- Know what is going on.
- Work done for you.
For established businesses running on many tools. Built around the software you already use.
Capture every enquiryConnected
CRM · Pipeline
Website formNow
Priya Shah · Brightwell LegalDo you have a team package for 12 people starting next month?
New leadCRM
- Name
- Priya Shah
- Company
- Brightwell Legal
- Interest
- Team package
- Team size
- 12 people
- Source
- Website form
Lead created with the original message attached.
Works around the tools you already run on
HubSpot
Gmail
Shopify
Outlook
Asana
Xero
Calendly
Notion
Stripe
Zoom
ZapierSound familiar?
Enquiries go quiet.
Follow-ups depend on someone remembering.
Details get typed twice.
The same information goes into three systems.
Answers are buried.
They are in another inbox or spreadsheet.
The picture is unclear.
You have the software, but not one useful view.
What we do
Behind everything you already run.
Your tools stay where they are. We sit behind them, so three things start happening.
Know what is going on.
AI reads across those systems and tells you what changed, what is late and what needs a decision.
Work done for you.
Follow-ups, matching, reminders and updates are prepared or done, with a person approving anything sensitive.
Sales follow-up
Follow up while it still matters.
When a proposal goes quiet, a follow-up is drafted from the last conversation and the proposal itself.
Your team reviews it. Nothing is sent on its own.
Learn moreCRM · Pipeline
Proposal P-20419 days quiet
- Customer
- Brightwell Legal
- Last reply
- Asked about start dates
- Owner
- Alex
Draft to PriyaReady
Hi Priya, you asked about start dates for the team package. We can begin on the 4th or the 11th. Would either suit?
Written from the proposal and last email.Draft ready for Alex to review. Nothing sent.
Bookings and memberships
Bookings without the back and forth.
A text, call or form becomes a held slot in your existing calendar, with a reply in your words.
Reminders, waitlists and member check-ins follow the same way.
Learn moreBookings · Thursday
SMS6:12 pm
Jordan LeeHi, can I get a 45 minute session Thursday after 5?
Thursday after 5 pmHeld
5:15Held6:00Free6:45Booked7:30Booked
Reply to JordanReady
Hi Jordan, 5:15 pm Thursday is free with Mia. Reply YES and it is yours.
Uses your approved booking message.Slot held for 15 minutes while Jordan confirms.
Calls and CRM
Every call, a clean CRM record.
The details from a recorded call become a proposed CRM update. Stage, next action and owner, filled in.
A person checks anything unclear before it saves.
Learn moreCRM · Pipeline
Northside Fitness · CRM recordProposed
- Stage
DiscoveryProposal- Locations
Blank3- Next action
BlankSend proposal Fri- Owner
BlankAlex
One field to check: team size was mentioned twice on the call.
Update prepared. Alex approves before it saves.
Office and accounts
Less typing. The same checks.
Supplier bills are read, drafted and matched to orders in your accounting software.
No reference means no guess. Accounts decides.
Learn moreAccounts · Bills to review
Bills to match
- INV-5521CleanCo · PO-318Matched
- INV-0932Metro Linen · PO-322Matched
- INV-2210No order referenceNeeds review
No reference, no guess. Accounts decides.
Two matches prepared. One kept for review.
Custom builds
When the tool does not exist, we build it.
Client portals, internal dashboards, approval apps and AI assistants, designed around how you work and connected to the systems you already have.
Small, focused builds. Scoped and tested with your team before launch.
Learn moreWorkflow map
Client portal · Harbour ServicesCustom build
- Current job
- Quarterly service
- Status
- Booked for 14 Nov
- Documents
- 3 files
- Invoice
- INV-231 · $8,800
Pulls from your existing CRM and accounts. No double entry.
A simple portal your clients can use.
AI assistants
Ask about the business.
See what needs doing.
Ask a plain question across your connected records. See where the answer came from, then prepare the next step for your team to approve.
Learn moreWeekly report
You
Why are bookings down at Central?
Two instructors were on leave and 18 class spots went unfilled. Waitlist offers were not sent.
Bookings · Rosters · WaitlistReview taskPrepared
- For
- Central manager
- Check
- Waitlist offers
- Due
- Friday
Task prepared for a person to approve.
Website chat
Answer every visitor.
Even after hours.
An AI chat agent answers website visitors from information you approve, saves each conversation to your CRM and hands anything sensitive to a person.
Learn moreWebsite chat
Website chatNow
VisitorDo you offer payment plans for the annual membership?
You
Find the approved answer
Yes. Annual memberships can be paid in 12 monthly instalments.
Approved FAQ · PaymentsAnswered from your approved FAQ only.
Any industry
Ideas from many industries.
Shaped around yours.
A clinic front desk, a gym’s memberships, a retailer’s orders, a builder’s inbox. What works in one business often fixes another. We bring it across and fit it to yours.
See our construction workIntegrations
Works with what you already use.
We check what each tool allows, then connect it. No rip and replace.
HubSpotCRM and salesGmailEmail and meetingsOutlookEmail and meetingsZoomEmail and meetingsCalendlyBookings and paymentsStripeBookings and paymentsShopifyBookings and paymentsXeroAccounting
MYOBAccounting
QuickBooksAccountingAsanaTeams and projectsNotionTeams and projects
DeputyTeams and projectsZapierAutomationLogos are examples of software we assess, not partnerships. What each tool supports is confirmed before anything is scoped.
Services
What we connect, automate and build.
Start with one workflow. Add more as it works.
Sales and enquiries
Give every enquiry an owner and every opportunity a next step.
Bookings and memberships
Fill the calendar, reduce no-shows and keep members coming back.
Website chat agents
Answer website visitors any time, and hand over when a person is needed.
Calls and customer admin
Turn conversations into accurate records and next steps.
Office and accounts
Reduce repeated admin without losing the checks that matter.
Teams and operations
Put updates, ownership and recorded work in one place.
Business reporting
See the numbers, the source and what needs attention.
AI assistants and documents
Find answers in your documents and records, with people in control.
Custom software and automation
Build the connection, portal or tool your business is missing.
Our approach
Built around your business.
Keep what works. Connect or build what is missing.
- 01
Review
Show us your tools and where work gets held up.
- 02
Design
Agree the workflow, the scope and the approval points.
- 03
Build
Connect, configure and test it with your team.
- 04
Support
Train your team and agree ongoing support.
Let’s talk about
your business.
Tell us where work gets held up. We will look at your tools and what could work better.
Questions
A few useful answers.
What does Your Build AI actually do?
We become the AI layer behind your business. We connect the systems you already run on, give you AI that tells you what is going on across them, and set up AI that does the routine work, like follow-ups, bookings, bill matching and updates.
Will this work for my kind of business?
Yes. If your team works across several tools and spends time on admin, there is work we can take off them. Gyms, clinics, trades, salons, retailers and professional firms all share that pattern. We map out exactly what fits your business on the first call.
Do we have to replace our software?
No. We work around the tools you already use and connect them. Where something is genuinely missing, we build it to fit alongside what you have.
What does it cost?
It depends on what we build. We start with one workflow that is costing you time, scope it properly and give you a clear price before any work starts.
How soon will we see something working?
We start with one workflow rather than a big project, so you see it working early. We tell you the timing up front once we know your tools.
Will AI do things we have not approved?
No. You decide what it can read, what it can prepare and what needs a person to approve. Payments, record changes and outbound messages can always wait for your sign-off.
What happens after we get in touch?
We talk through your business, your tools and where work gets held up. If there is a good fit, you get a clear scope and price before anything is built.