A custom AI CRM and email system built around how you work
In short
The custom AI CRM is a client system built around how you work. It reads each client’s email and keeps a short brief, a to-do list and the status of the deal, next to calls, invoices, requests and a client portal. Your inbox lives inside it with drafts written for you. Nothing sends until you press Send.
What it does for you
One page per client
Status, next step, goal and what they are worth, with their email, calls, invoices and requests in tabs.
Reads the email for you
Every morning it reads each client’s emails and updates a short brief and a to-do list, and picks up deals: what was agreed, the price, the date, the next step.
Marks what the AI wrote
Anything the AI wrote carries a ◇ mark, with the original email one click away, so you can check it.
An inbox that helps
A full email inbox inside the system: threads, attachments you can download, saved replies, drafts written in your voice, and alerts for new mail from a client.
Invoices, requests and a portal
Draft and send invoices, handle client requests, and give each client a private page to see theirs.
You press Send
It drafts. You read it, change it if you like, and press Send.
What it has done
Custom AI CRM and email
It runs our own client work every day. We have no time-saved number to quote yet, and we would rather measure it with you in the audit than guess.
Picture this
Examples of what it could look like. These are illustrations, not clients.
A client emails “can we move Friday to Monday?” The system adds it to their to-do list, drafts the reply, and updates their next step once you send.
An agreement goes out by email with a price. The system records the price, the date sent and what happens next, without anyone typing it in.
A new lead fills in a form. It is on your leads list with their message, ready for a reply.
How we set it up
- Week 1Free call, then an audit
We find the work that repeats and what it costs. You get a preview, a quote and an honest view of whether we can deliver.
- Weeks 2–3Build
We build it and test it on your real data.
- Week 4Set up and train
We set it up on your accounts and teach your team to use it.
- After thatRun and improve
We count what it saved and only build more where it pays off.
Questions about the Custom AI CRM and email
Why not just use an off-the-shelf CRM?
Off-the-shelf tools make you fit their boxes. A custom one holds the fields and steps you actually use, and an AI reads your email so nobody has to type it in.
Can it send emails by itself?
Not unless you ask for that. By default it writes drafts and you press Send.
Which email does it work with?
Gmail and Google Workspace today.
Does a person check what it does?
Yes. A person approves anything important or public, and anything the AI wrote is marked as AI-written so you know what to double-check.
How is it priced?
In writing, before anything is built: a fixed price for each build and a monthly plan if you want us to keep running it. No hourly billing.
Want the background first? Read the guide How to follow up with past customers and unanswered quotes.
Other things we build
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