Connected CRM, email, spreadsheets, documents, and approval flows into a unified automation layer with AI-generated task summaries.
A consulting firm's delivery managers spent half their week stitching together CRM updates, email threads, spreadsheets, and approval flows — a coordination tax that slowed every engagement.
Illustrative screens — actual client UI, branding, and data redacted under NDA.
The LLM proposes; the rule engine disposes. AI suggests routing, drafts updates, and summarises threads — but every state change is governed by deterministic policy code.
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