Solutions Across Every Platform You Run
Salesforce and HubSpot for CRM. AWS for cloud infrastructure. Microsoft Dynamics for ERP. Plus custom AI agents that retire the legacy systems none of them fit.
Service Agent
- Resolves Tier-1 & Tier-2 cases autonomously
- Searches knowledge base in real time
- Updates case fields, status & resolution
- Seamless human escalation with full context
- Handles email, chat & messaging channels
- Learns from every resolved interaction
Sales Development Agent
- Qualifies inbound leads instantly, 24/7
- Sends personalized outreach sequences
- Books discovery calls into rep calendars
- Updates lead & opportunity records
- Enriches contact data via connected sources
- Hands off hot leads to reps with context
Operations Agent
- Automates routine record updates & hygiene
- Generates and distributes scheduled reports
- Triggers cross-system data sync workflows
- Monitors pipeline health & alerts on risk
- Manages approval routing & notifications
- Tracks SLAs and escalates automatically
AI Your Compliance Team
Will Actually Approve.
Every AI agent runs on Salesforce's Einstein Trust Layer - meaning your data stays safe, every action is auditable, and your customers always get accurate, governed responses.
See How It Protects Your BusinessZero Hallucination Risk
Agents only use your verified Salesforce data - your customers never get a wrong answer.
Full Audit Trail
Every action is logged and traceable. Your compliance team gets complete visibility.
Your Rules, Always
Agents follow the guardrails you set - permissions, escalation rules, and business logic.
Human Handoff in One Click
Any conversation can be escalated to a human with full context - no information lost.
One Platform. Every Business Outcome Covered.
Whether you need to sell more, support better, market smarter, or operate leaner - there is a Salesforce solution that delivers measurable results.
Sales Cloud + Agentforce
Einstein Lead Scoring, Pipeline Inspection, Revenue Intelligence, and Agentforce SDR Agent. Close 29% more deals with AI-guided selling.
Service Cloud + Agentforce
Agentforce Service Agent with Einstein Case Classification, Omni-Channel Routing, and Knowledge Base. 78% case deflection.
Marketing Cloud Engagement
Journey Builder, Einstein Send Time Optimization, Content Builder, and Account Engagement (Pardot). 28% higher marketing ROI.
Data Cloud
Unified customer profiles, identity resolution, calculated insights, and real-time segments. Power smarter agents and personalization.
CRM Analytics + Tableau
Analytics Studio, Einstein Discovery, Einstein Predictions, and Tableau dashboards embedded inside Salesforce. 382% ROI.
Custom Agentforce Agents
Built with Agent Builder + Vibes 2.0, 60+ MCP tools, and Headless 360. Deploy across every channel via Experience Layer.
Built for Your Sector
Salesforce industry clouds bring purpose-built data models, workflows, and compliance into one platform - so you can ship in weeks instead of building from scratch.
Health Cloud
Patient 360, care coordination, HL7 FHIR integrations, and HIPAA compliance for payers, providers, and health systems.
Financial Services Cloud
Client 360, Action Plans, and compliant workflows for banks, wealth firms, lenders, and insurers. Lift cross-sell 33%.
Life Sciences Cloud
Clinical trials, HCP 360, medical affairs, and patient services for pharma, biotech, and medical device. GxP-ready.
Education Cloud
Recruitment, admissions, student success, and advancement for universities, K-12, and continuing education. FERPA-aware.
Nonprofit Cloud
Fundraising, programs, volunteers, and grants for mission-driven organizations. Power of Us program eligible.
The Full HubSpot Stack Under One Roof
Every Hub - Marketing, Sales, Service, Content, Commerce, Data - on top of Smart CRM, powered by Breeze AI. Implementation, migration, and managed services.
HubSpot Overview
End-to-end HubSpot implementation, migration, and managed services - the full stack in one place.
Breeze AI
Breeze Copilot, Breeze Agents, and Breeze Intelligence enrichment - wired across the whole HubSpot stack.
Smart CRM
The AI-powered CRM foundation under every Hub - schema, permissions, automation, and Breeze rollout strategy.
Marketing Hub
Campaigns, workflows, lead scoring, and multi-touch attribution. Built around your funnel, not a template.
Sales Hub
Custom deal stages, sequences, forecasting, prospecting workspace, and Breeze AI lead scoring.
Service Hub
Ticketing, customer portal, knowledge base, SLA automation, surveys, and the Breeze customer agent.
Content Hub
AI co-writer with brand voice, podcast hosting, content remix, memberships, multi-language sites, and SEO pages.
Data Hub
Two-way sync, Breeze Intelligence enrichment, programmable workflows, custom datasets, and Snowflake data share.
Commerce Hub
CPQ, branded quotes, invoices, payment links, subscriptions, and self-serve customer portals - all native to Smart CRM.
Small Business Bundle
Starter editions of every Hub - configured for go-live in 2-3 weeks. Built for startups and small teams.
Salesforce ↔ HubSpot Migration
Move in either direction with zero data loss - records, history, and automations rebuilt natively, with a staged cutover.
Cloud Infrastructure Done Right
From first VPC to multi-account landing zone - migration, modernization, security, and FinOps under one roof. AWS partnership track in progress.
Cloud Migration
Lift-and-shift, re-platform, or refactor. Discovery, wave planning, cutover, and post-migration validation.
Infrastructure & DevOps
IaC with Terraform/CDK, CI/CD pipelines, container platforms (ECS, EKS), serverless (Lambda, Step Functions).
Security & Compliance
Well-Architected reviews, IAM hardening, GuardDuty, Security Hub, SOC 2 / HIPAA / PCI-aligned baselines.
Cost Optimization
Right-sizing, Savings Plans, Compute Optimizer, FinOps practice setup. Typical 25-40% AWS bill reduction.
AI/ML on AWS
Bedrock model deployments, SageMaker pipelines, custom model fine-tuning, RAG over your data with OpenSearch + S3.
Managed Cloud Operations
Monitoring, incident response, patching, and continuous Well-Architected reviews after go-live.
Dynamics 365 + Power Platform
Customer engagement and ERP on Microsoft's stack - extended with Power Platform and Copilot Studio. Microsoft partnership track in progress.
Customer Experience
Dynamics 365 Sales + Customer Insights on shared Dataverse. Pipeline, Copilot for Sales, CDP, and real-time journeys.
Service
Customer Service, Contact Center, and Field Service - omnichannel cases, voice + digital channels, work orders, and Copilot agent assist.
Supply Chain
Supply Chain Management + Commerce. Demand planning, warehouse, manufacturing, POS, and e-commerce on one operational backbone.
Finance
Finance, Project Operations, and Human Resources. Close, PSA, statutory reporting, HR, and CFO-grade controls.
Business Central
All-in-one ERP for small and medium business. Finance, sales, purchasing, inventory, and projects in one cloud app.
Power Platform
Power Apps for custom UX, Power Automate for workflows, Power BI for analytics, Copilot Studio for agents - low-code extensibility.
AI Agents That Retire Legacy Systems
When a box product can't be made to fit, we build the agent that does. Production-ready, observable, and safe to put in front of customers.
Legacy System Modernization
Replace aging CRMs, ERPs, ticketing tools, and home-grown apps with agents that work against the same data - without the box product tax.
Custom Agent Development
Domain-specific agents built on your data, your rules, your workflows. Production-grade evals, guardrails, and observability.
RPA & Workflow Replacement
AI-native automation beyond brittle screen-scraping bots. Reasoning over context, not just clicking buttons.
LLM & Tool Integration
Function calling, MCP, RAG over your knowledge base. Plug agents into Salesforce, HubSpot, Slack, Jira, and your data warehouse.
Multi-Agent Orchestration
Specialist agents that coordinate to ship work end-to-end - planner, executor, reviewer, verifier - with audit trails.
Trust, Safety & Governance
PII redaction, prompt-injection defenses, role-based tool access, full conversation logs for compliance review.
Solutions FAQ
It depends on team size, complexity, and existing investment. Mid-market and enterprise teams with complex workflows usually fit Salesforce; SMB and product-led-growth teams usually fit HubSpot. We assess on the discovery call. Many clients run both - Salesforce for enterprise sales/service, HubSpot for marketing - and we set up Operations Hub sync between them.
It depends on your biggest pain point. If support costs are high, start with Service Cloud + Agentforce. If leads are going cold, Sales Cloud + Agentforce SDR Agent. Book a discovery call and we will recommend based on your data.
Yes. We regularly deliver multi-cloud Salesforce implementations (Sales + Service + Marketing) and multi-hub HubSpot bundles (Marketing + Sales + Service). Our team of 40+ covers every major Salesforce cloud and every HubSpot Hub.
Salesforce: Agentforce agents 3-6 weeks, single cloud 4-8 weeks, multi-cloud 8-16 weeks. HubSpot: single Hub 3-5 weeks, multi-Hub bundle 6-10 weeks, full stack 10-14 weeks. Every project starts with a scoped timeline during the discovery call.
Absolutely. Most of our clients have existing orgs or portals. We audit your current setup, identify gaps, and optimize before adding new capabilities. We also handle Salesforce↔HubSpot migrations in either direction.
Ready to Build Your
First AI Agent?
In 30 minutes, we will identify your highest-impact use case, estimate the ROI, and give you a clear plan to get there - no commitment required.
Book Free Discovery Call