Lead Management
Capture revenue that's leaking today
An agent that qualifies, routes, and follows up with every lead in minutes, so no opportunity goes cold while a person catches up.
Up to 5× faster lead response
Start With the Bottleneck
Then Fix It With AI.
Every business is held up somewhere different. We trace how work actually moves through yours, find where it stalls, and build the agent that takes that work on, inside the systems you already use. Live in weeks, with the return proven every month.
- We start by finding the constraint, not by selling you an agent
- Live in weeks, not a six-month pilot
- Productivity and ROI proven monthly by a Scorecard
The live agent platform, at a glance
Live agents
Try every one, no login
and weekends
The 128 hours a week most offices are shut
Pilot to production
One high-value role, live on your stack
Industries
Real estate, logistics, support, and more
Integrations
Agents plug into the systems your team already runs, reading and writing where the work already happens. No rip-and-replace, no new software for anyone to learn.
- HubSpot
- Zillow
- Gmail
- Notion
- Google Calendar
- Greenhouse
- QuickBooks
- Calendly
- Zendesk
- Google Sheets
- Dropbox
The Diagnosis
The instinct when a team is drowning is to hire. Adding people to a process that leaks multiplies the cost of the leak rather than closing it. The work is to find where the business actually stalls, put a number on it, and clear that one thing first.
BeforeOperating on manual effort
- Work routed through inboxes and spreadsheets
- Leads cool while follow-up waits on a person
- Reporting assembled by hand, days behind reality
- Knowledge trapped in individuals, not systems
- Headcount added to absorb the overflow
AfterOperating on AI agents and systems
- Work read, routed, and actioned by AI agents
- Every lead engaged within minutes, consistently
- Live operational visibility, updated continuously
- Institutional knowledge accessible on demand
- Capacity scales with demand, not with payroll
We published the five we meet most often, each with the outside research behind it and the arithmetic to run on your own numbers. Where AI pays, and where it doesn't
See It Working
Each one plugs into the systems you already run and takes a whole role off your team's plate. These are the four with the clearest payback: pick one, watch it work on real data, then try it yourself.
NestLead Response Agent
Live agentThe problem
Portal leads land nights and weekends and go cold before anyone replies.
What Nest does
Sits on your CRM and inbox: answers in seconds, qualifies the buyer, matches listings, and books the viewing on your agent's calendar.
The outcome
More paid leads become booked viewings, including the ones that arrive at midnight, with no ISA to hire.
Real Estate
Try Nest liveFlagship agents
Integrate + Operate
Most AI projects mean a painful overhaul, or a pilot that quietly dies. We do neither. We integrate AI and agents into the systems and workflows you already use, with minimal disruption, put them to work in your real workflow, operate them for you, and prove the productivity and ROI every month. Five phases, measured in outcomes, not features shipped.
01
Discover
Map how work actually flows.
We interview operators and trace how real work moves through the business, surfacing where time, revenue and momentum are lost.
Deliverable
Operational map & bottleneck register
02
Analyze
Quantify the cost of the status quo.
Every bottleneck is sized in hours, dollars, and risk. We prioritize by ROI so the first systems we build pay for the engagement.
Deliverable
ROI model & prioritized roadmap
03
Design
Architect the agent, not a tool.
We architect the agent: its goals, the tools it can use, the guardrails it works within, and the exact points it hands off to a human, before a line of code is written.
Deliverable
Agent design & success metrics
04
Deploy
Ship into production, carefully.
We integrate with your existing stack and roll out with your team, complete with guardrails, monitoring, and a clean handover, supervised first, then trusted.
Deliverable
Live agents & enablement
05
Optimize
Compound the returns.
We monitor each agent's decisions against the model, tune its judgment, and identify the next highest-leverage role an agent can own.
Deliverable
Performance review & expansion plan
Solutions
These are the constraints we meet most often. Each one is measurable before we build anything, and each is cleared inside the tools you already run. If yours is somewhere else entirely, that is the more interesting conversation.
Customer Support
Resolve more, with the same team
An agent that resolves routine tickets and reasons through the unusual, escalating cleanly to humans with full context.
60–80% of tickets resolved autonomously
Reporting Automation
Decisions on live data, not last week's
Reports that assemble themselves: accurate, on schedule, and ready for the leadership conversation.
Days of manual work removed weekly
CRM Workflows
A CRM that maintains itself
Records enriched, updated, and progressed automatically, so your pipeline reflects reality.
Clean pipeline, zero manual entry
Operations
Throughput without added payroll
An agent that orchestrates onboarding, scheduling and fulfillment, chasing what stalls and flagging real blockers.
Scale capacity, not headcount
Document Processing
Eliminate the paperwork tax
Extraction, validation, and routing of invoices, contracts, and forms with human-grade accuracy.
Hours per day returned to the team
Internal Knowledge Systems
Answers without the interruption
A private assistant trained on your processes and documents, so nobody waits on the one person who knows.
Institutional knowledge, on demand
Industries
The same idea in every sector: find the repetitive, revenue-leaking work, then plug an agent into the systems your team already runs to take it off their plate. Here's the exact problem we solve, industry by industry.
Real Estate
- The problem
- A portal lead worked in the first five minutes converts far better than one that waits. But inquiries land nights and weekends, sit until morning, and go cold with whoever called back first.
- How we solve it
- An agent sits on your CRM and inbox. It answers every inquiry in seconds, qualifies budget and timeline, matches live listings, and books the viewing straight onto the right agent's calendar.
- The outcome
- Every paid lead worked in seconds, including the ones that land at midnight. More inquiries turn into booked viewings, without hiring an ISA.
Plugs intoFollow Up Boss, HubSpot, kvCORE, your inbox
Agentic ROI Calculator
A conservative, transparent estimate of what clearing this would return to your business. Adjust the inputs to match your operation.
Your operation
60
Fully-loaded, annual
Per employee, to manual work
Roles or workflows to hand to an agent
Estimated annual impact
$648,000
Projected first-year savings
Net return by month, after the estimated engagement
Pays back in month 3
$53,958
Monthly savings
18,720
Hours returned / yr
15%
Productivity gain
372%
Estimated ROI
These figures are directional. A free agent audit produces a precise, reconciled model for your specific operation.
Get My Precise ROI ModelEstimates are directional and based on the inputs above. A free agent audit produces a precise, reconciled model for your specific operation.
Case Studies
Illustrative scenarios, not client results. Each one shows how an agent is deployed on a common operational pattern and the impact it's built to deliver. The numbers are modeled, not audited. On your data, a monthly Scorecard proves the real ones.
$1.8M+
Cost & capacity, modeled
71%
Less manual admin
8 min
Target lead response
22%
On-time delivery gain
Illustrative, modeled on common operational patterns. On your data, a monthly Scorecard proves the real numbers.
Illustrative scenario · staffing firm, ~180 people
From cold leads to a self-running placement engine.
Challenge
Recruiters spend up to 60% of their week on screening and follow-up. High-intent candidates go unanswered for days, and placements stall in the pipeline.
Analysis
A typical audit traces around 14 hours per recruiter per week to repetitive coordination, with lead response averaging 31 hours, well past the window where candidates accept.
Solution
Deploy automated screening, AI-assisted scheduling, and a nurture system that engages every candidate within minutes and keeps pipelines warm without manual effort.
Results
- Lead response from ~31 hours to under 8 minutes
- Recruiter admin time down by up to 71%
- Placement throughput up ~38% with the same team
See it working
This scenario runs on Sift, a live agent. Watch it work, or try it yourself.
How to Start
Three ways in, one path: we find where your operation loses time and money, put one agent live on your real stack, then run and expand it for you. Start free. Scale only once the proof is in.
Start here
AI Audit
Free~45 min + written roadmap
We map your operation and pinpoint exactly where AI and agents plug into the systems you already run, sized in hours and dollars. You keep the roadmap whether or not we work together.
- A prioritized roadmap, not software recommendations
- Every opportunity sized in hours saved and ROI
- For operators exploring where AI fits, no commitment
Fixed-scope pilotRecommended
The Pilot
$1,500fixed · live in ~2 weeks
We take the single highest-ROI role from your audit and put one AI agent live on your real stack in about two weeks. Fixed price, no overhaul, proof on your own data.
- One agent, built and deployed into your systems
- Live in ~2 weeks, not a six-month pilot
- Production-ready, not a proof of concept
- For teams who want proof before they scale
Deploy + operate
Deploy + Operate
from $499/mo + one-time deploy
We expand the pilot into a full productized agent, or a workforce of them, deploy it, and run it for you: tuned continuously and proven every month with a Scorecard.
- An agent built for your bottleneck, running on your stack
- We operate it for you: monitored, tuned, expanded
- Productivity and ROI proven monthly by a Scorecard
- For companies ready to hand a role to an agent
Every step is built to pay for the next. Start with the free audit, scale only once the proof is in.
FAQ
What leaders ask before engaging.
Still deciding? The fastest way to a clear answer is a free agent audit. No obligation.
Automation follows the exact rules you script. It's perfect for the routine, but it stalls the moment something it didn't expect comes in. An AI agent reasons: it reads unstructured inputs like emails and documents, handles the exceptions, uses your tools to take action, and escalates to a human when judgment is needed. We build agents that own a role, not scripts that run a step.
Start With a Free Audit
Find what your bottleneck is costing you, and what clearing it is worth.
Book a free AI audit. We trace how work moves through your business, pinpoint where it stalls, and size what clearing it is worth in hours and dollars. You keep the findings whether or not we work together.