Case Studies
Discover how we've transformed businesses across industries with
innovative technology solutions
Automating Care Coordination Workflows
AI-driven workflow automation for a multi-location healthcare provider to improve operational efficiency.
Challenge
Manual workflows, disconnected systems, and limited visibility across operations.
Solution
Implemented AI-powered automation, HubSpot orchestration, and real-time dashboards to unify operations.
Impact
Reduced manual effort by 23% across teams, improved internal coordination, and enabled scalable operations across multiple locations.
AI-Driven Booking Reconfirmation Automation
Automated customer communication workflows for a fast-growing travel platform.
Challenge
High booking drop-offs due to missed confirmations and reliance on manual calling teams.
Solution
Deployed AI voice agents for outbound reconfirmation calls with CRM-driven workflows and status tracking.
Impact
Improved booking confirmation rates by 35%, reduced dependency on manual callers, and delivered consistent customer experiences.
Improving CRM Adoption & Sales Visibility
CRM optimization and automation for a growth-stage SaaS company.
Challenge
Low CRM adoption, inconsistent data, and lack of sales pipeline visibility.
Solution
Redesigned HubSpot CRM architecture with custom pipelines, lifecycle stages, and automated follow-ups.
Impact
Improved CRM adoption across teams, 2× faster data entry, cleaner and more reliable sales data, and 30% better forecasting accuracy for leadership.
Scaling AI-Powered Outreach Campaigns
AI-driven communication workflows to support large-scale public awareness initiatives.
Challenge
Manual outreach processes limiting reach, increasing costs, and slowing campaign execution.
Solution
Built AI-powered calling and messaging workflows to automate outreach and deliver consistent messaging at scale.
Impact
Expanded campaign reach at 15% lower operational cost, improved engagement, and faster execution of outreach initiatives.
Automating Billing & Internal Operations
AI-powered internal automation for a healthcare billing and medtech organization.
Challenge
Manual billing workflows, operational bottlenecks, and higher risk of errors in a regulated environment.
Solution
Implemented AI-driven automation to streamline billing processes with compliant workflows and internal dashboards.
Impact
mproved operational efficiency by 30%, increased accuracy across core processes, reduced overhead costs, and established a scalable foundation for growth.
FAQ
Frequently ask questions.
Clear answers to common questions about our AI, automation, and HubSpot services.
We work with growth-stage startups, small to mid-sized businesses, and enterprises modernizing their operations. Our clients are primarily based in the United States, with delivery experience across Canada, the UK, and India.
HubSpot is a core part of our work, but we also build custom automations and AI systems using tools like n8n, Make, Zapier, Python, and custom APIs. Our solutions are designed around your workflows, not tool limitations.
Our AI voice agents are used for inbound and outbound calls, appointment reminders, booking confirmations, lead qualification, and customer support. They integrate with telephony, WhatsApp, and SMS to operate at scale.
Yes. We design AI systems aligned with HIPAA, SOC 2, and GDPR requirements. This includes secure architectures, compliant data handling, and options for self-hosted or controlled deployments.
Absolutely. We provide ongoing optimization, monitoring, and scaling support to ensure systems continue delivering value as your business grows.
Send a message
Talk to our specialists to explore how AI automation, voice agents, and custom web application, voice agents, and custom web application can solve real business challenges