Build a practical CRM and AI-assisted workflow around a defined business need: qualification, routing, follow-up, sales support or reporting.

For established businesses with an existing offer and a clear process to improve. Depending on scope, the implementation can include pipeline stages, intake and qualification logic, reminders, selected integrations, reporting fields, testing and handoff documentation.

We map the current workflow, identify where information or responsibility is lost, then build and test the agreed system. AI supports defined tasks with review and exception handling appropriate to the workflow.

Start with a 30-minute strategy call to discuss your current tools and intended outcome. We then agree systems, deliverables, acceptance criteria, timeline and professional fees in a tailored proposal. Where requirements need deeper investigation, a separately scoped blueprint can precede implementation.

Software, model/API usage and ongoing support are separate unless included in the proposal.

Book a 30-minute strategy call, or message me on Contra.