Bring the inputs
A client-approved CRM export, account list, sales stages and examples of useful follow-up notes.
AI EMPLOYEES FOR CRM IMPLEMENTATION PARTNERS
Make the next client win happen after CRM go-live.
You already know the pipeline, fields and sales process. Add a branded AI workspace that helps clients research accounts, prepare follow-ups and turn CRM records into useful sales meeting briefs.
$999 one-time reseller setup. Explore the offer before you decide. Customer subscriptions and your own platform evaluation are separate.
- Your brand and customer relationship
- Your retail markup
- Hosted computers and managed AI access
START WITH THE RELATIONSHIP YOU HAVE
Extend the implementation into a service the sales team uses every week.
Built for cRM implementation partners.
- You implement or support CRM systems for business clients.
- You understand the client’s sales definitions and data quality.
- You can validate the permissions and workflow in the actual CRM.
ONE CUSTOMER. ONE REPEATABLE RESPONSIBILITY.
Use the next pipeline review as your demonstration
Pick a client with a familiar sales process. Prepare a brief from an approved export and compare it with the team’s current meeting preparation. Show the sources and corrections, then agree whether to repeat the workflow.
A useful first customer
A current CRM client whose sales team still prepares account research and pipeline updates manually.
Do the work
An agent combines available account research with the supplied records, flags incomplete information and prepares an account brief and draft next steps.
Review the result
The sales owner checks account facts and decides what to send, change or commit to. Verify access before adding direct CRM actions.
Keep the context
Bring the next export into the same workspace, or scope a tested connection to the CRM. Keep the team’s context and working files between cycles.
WHAT THE CUSTOMER GETS
Source-linked account briefs, suggested follow-ups and a list of records needing attention.
PICTURE YOUR CUSTOMER EXPERIENCE
Their workspace.
Your name on the door.
Try a name and colour here. This is an illustrative preview; it does not create an account or save a brand.
Your businessIllustrative portal
YOUR CLIENT’S TEAM
Account and pipeline preparation
One workspace for the context, files and work behind the next result.
Account researcher
Prepares account context from available sources.
Pipeline assistant
Highlights missing information in supplied records.
Sales brief writer
Drafts meeting notes and follow-up options.
Example roles and content. Configure and test the actual workflow with your customer.
A BUSINESS CASE YOU CAN EXPLAIN
Sell useful work.
Know what you keep.
Your platform markup
You set customer pricing above the platform share. At a $100 platform share and 30% markup, a $130 customer subscription leaves $30 gross before card fees, taxes, support and acquisition costs.
Illustrative calculation. Actual plan pricing and costs depend on the offer.
Your separately agreed service
Charge for workflow mapping, connection setup, data quality work and support where agreed. The platform subscription covers the AI workspace; your specialist CRM service is a separate offer.
Agree scope and fees with the customer. The platform does not automatically bill or deliver a consulting package for you.
We provide the platform
Hosted computers, the agent workspace, managed AI access and the reseller tools for branding, customer plans and Stripe connection.
You provide the customer relationship
Finding customers, defining the offer, onboarding, checking the workflow and providing the support you promise.
CHOOSE YOUR NEXT STEP
Prove the work.
Then put your brand behind it.
Start with one role and the customer you have in mind. Keep the first commitment easy to understand.
EVALUATE THE PLATFORM
Try it on your own task
A 3-day paid trial is $32.50, then $130/month unless you cancel. This is your own computer plan, not reseller activation.
Try the platformPrefer a pass that does not renew? Choose a rental.
LAUNCH YOUR BRANDED BUSINESS
$999 one time
Pay for setup, add your brand, then connect Stripe for customer payments. You set the customer offer and provide its onboarding and support.
Start my branded workspaceExisting customers are not required. Setup does not include customer acquisition or guaranteed earnings. Tax is shown at checkout.
Before you decide
Is there a ready-made integration for our CRM?
Do not assume one. Start with an export to prove the workflow. Direct access depends on the CRM, its API or browser interface, authentication and the tools configured for the agent. Verify that connection before promising live updates to a customer.
What does the customer actually use?
A persistent hosted computer with agents, a browser, files and tools, accessed through your branded workspace. Customers can assign work and review results. Connected workflows depend on the tools and permissions you configure.
Can I use my own domain and pricing?
The reseller tools support your brand name, colour, logo, a custom domain and retail markup. Your workspace guides you through domain and Stripe setup. Customer payments go to your connected Stripe account, with the platform share taken from the payment.
What should I validate before offering this to clients?
Run the workflow on representative inputs. Check output quality, system access, usage and the support it needs. Agree what the customer reviews and what service you provide. The platform supplies the technology; the working customer offer is yours to shape.