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Selected Work

AI-Powered Companion for Leadership

AI ApplicationsSystem IntegrationCRMDashboards

Business Challenge

Business and customer information is often distributed across CRM systems, calendars, emails, and meeting conversations. Leadership teams need a unified understanding of accounts, activities, discussions, opportunities, and required next actions.

Solution

Built an AI-powered companion application that connects multiple business systems and transforms fragmented information into actionable intelligence.

Key Capabilities

  • Unified business context
  • Meeting intelligence
  • AI-generated insights
  • Activity tracking
  • Context-aware summaries
  • Recommended next actions
  • Leadership dashboards

Integrated Systems

  • Microsoft Dynamics CRM
  • HubSpot CRM
  • Zoho CRM
  • ERPNext
  • Attio CRM
  • Microsoft Outlook Calendar
  • Google Calendar
  • Microsoft Teams Meeting Transcripts
  • Google Meet Transcripts

Outcome / Value

Help decision-makers move from scattered information to actionable insights and better next-step visibility.

Have a Business Problem You Think Technology Can Solve?

Let's discuss the problem and explore what can be built. You don't need to know the technology. Just explain what is taking time, creating problems, or limiting your business.