Not a chatbot. Not another dashboard. AI inside your existing CRM — fixing your single biggest operational bottleneck and handling your team's most repetitive work. Built in our 8-week AI Strategy Intensive.
See if your agency qualifiesFree 30-min call · No prep needed · Discovery guarantee: a costed case in 2 weeks or Discovery refunded
Why your CRM isn't working for you
Every viewing, every vendor call, every instruction — it's in your CRM. But it sits there. Your team works around it manually instead of with it.
The fix isn't a new CRM. It's a layer on top.
The data already exists. We add AI agents that read it, act on it, and produce outputs your team previously had to create manually. The examples below illustrate the kind of work the Build stage can ship.
The longer view
AI compounds. Each new deployment adds capability. Each month the system improves. Here's where it leads.
What gets deployed
The Intensive builds the fix for the bottleneck Discovery surfaces. These are illustrative examples of what the Build stage can ship — not a fixed set.
Triggers on: new instruction logged
Generates complete, on-brand listing copy from your CRM property data. Your negotiator reviews — doesn't write.
Triggers on: weekly, 6am Monday
Pulls branch CRM activity, formats a complete performance briefing. In the inbox before the team arrives.
Triggers on: viewing logged in CRM
Drafts personalised follow-up messages for every viewer — automatically queued for team review and approval.
Triggers on: CRM activity for listed property
Drafts personalised vendor updates from CRM activity — viewings, feedback, price discussions. Ready to review and send.
Why other approaches don't solve it
Three common alternatives — and why each one leaves the same problem in place.
Common questions
Reapit, Alto, Dezrez, Street, and Jupix. If you're on a different system, get in touch — we'll assess API access on the discovery call and tell you what's feasible.
The first two weeks are Discovery. By the end you'll have your single biggest operational bottleneck named, with a costed case for fixing it. If we can't put that in front of you, we refund Discovery in full and stop there. You only commit to the build once you've seen the case — which is why the £8,000 Intensive is taken in two tranches: £2,000 Discovery (refundable) and £6,000 Build.
Not necessarily. We work with CRM data as-is for most agencies, and Discovery surfaces and handles data quality issues as part of the work. If your data is severely degraded, we'll tell you in Discovery — and what it would take to get ready. We won't take your money for a project that's set up to fail.
During Discovery: shadowing plus a few hours for onboarding and check-ins. In Deploy + Measure (Weeks 7–8): a training session for your team. After that, the system runs on its own — your team reviews outputs, they don't manage the system.
Yes. Full ownership — all code, all prompts, all documentation. If you choose not to continue with the AI Transformation Partnership, your team can manage the system independently. We design the handover so you're never dependent on us.
L1 (Data) builds the clean data foundation — unified reporting, connected branch data, governance. L2 (AI, this page) deploys AI on top of your existing CRM. Most agencies can start at L2 immediately. L1 improves the quality of AI outputs over time as the data foundation matures. The AI Transformation Partnership moves you up the ladder — L1 Data → L2 AI → L3 AI-Native Organisation. We'll advise you on the right starting point on the discovery call.
The first two weeks are Discovery. By the end you'll have your single biggest operational bottleneck named, with a costed case for fixing it.
If we can't put that in front of you, we refund Discovery in full and stop there. You only commit to the build once you've seen the case.
You see the costed case before you commit a penny to the build.
Free 30-minute call. We map your workflows, assess your CRM, and tell you honestly what AI can do — and when. No pitch. No prep needed.
Book your free discovery call30 minutes · No commitment · Discovery guarantee on every Intensive