Stop losing deals in the gap between quote and order

Between chasing quotes, updating account records and remembering which contract renews when, most B2B teams lose more revenue to admin gaps than to competitors. We build agents that move the quote to order, keep the account record current and flag renewals before they lapse, so nothing slips through in the handoff.

A better AI tool for B2B businesses, built around how you work.

Off-the-shelf software is built for the average B2B business. We build a tool around how yours actually works, as a web, iOS and Android app, on our own post-trained models where they fit.

  • A quote to order tracker

    Every open quote followed up on schedule, and accepted quotes turned into orders and invoices without retyping.

  • A customer portal app

    Your customers reorder, check delivery and download invoices themselves, from a web and mobile app tied to your own systems.

  • An account health assistant

    Order patterns, support history and renewals watched for each account, with a heads up to the account manager when something changes.

Runs alongside the software you have today, like HubSpot, Salesforce and Xero, or takes its place when that suits you better.

Everything included,
nothing bolted on.

Every build starts with a fixed-scope conversation, no surprise line items after the fact.

  • Quote follow up and conversion tracking
  • Account record reconciliation across systems
  • Renewal date tracking and early alerts
  • Proposal and contract drafting
  • Pipeline and stage reporting
  • Order handoff between sales and fulfilment
  • Client communication history in one place
  • Churn risk flagging from account activity

The build itself, not a proof of concept.

  • Quote to order tracking

    Agents that follow every quote after it goes out, chase a response on your timeline and turn an accepted quote into an order without it sitting in an inbox.

  • Account record upkeep

    Call notes, emails and orders reconciled into one current account record automatically, so nobody is working off a CRM that is three updates behind reality.

  • Renewal and contract tracking

    Contract end dates and renewal terms tracked against your calendar, with the renewal conversation drafted and ready weeks out instead of the week it lapses.

  • Proposal and contract drafting

    Pricing, terms and scope pulled from your standard templates and the client history into a draft proposal ready for your review, not built from a blank page.

FAQ

The agent reconciles call notes, emails and orders into one current account record automatically, so it works with whatever CRM or records you already have rather than requiring a switch.

Every quote is followed after it goes out, chased for a response on your timeline, and turned into an order the moment it is accepted instead of sitting in an inbox.

No. It follows up quotes, keeps the account record current and drafts proposals, but your team still sells and closes. It stops deals stalling in the admin gap.

Contract end dates and renewal terms are tracked against your calendar, with the renewal conversation drafted and ready weeks out instead of the week it lapses.

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The quote, order and renewal trail runs in the background off your existing records, so fewer deals stall in the gap and your team spends its time selling, not chasing paperwork.

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