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A unified CRM and AI layer to stop starting from zero — and keep brokers out of your funnel.

1 Proposal→ 1 Upcoming

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Jun 9

Unified CRM + AI Layer

$2,500

All Proposals

Proposal 01 · June 9, 2026

Unified CRM + AI Layer

→ Upcoming

A unified customized CRM plus an AI layer that ends the weekly list-merging, flags brokers before they enter your funnel, and gives every attendee segment the message meant for them.

One CRM for attendees, exhibitors, partners, and service providers
Broker-identification AI workflow — catches personal-email registrations before they poach leads
Natural-language querying: "show me everyone from the last three expos who looked at food franchises under $250K"

$2,500

Phase 1 · $1,250 deposit to start

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Ready to Move Forward?

Unified CRM + AI Layer is the next step. Start with the $1,250 deposit — Phase 1 kicks off within 5 business days and the 30-day trial clock starts on delivery.

Pay $1,250 Deposit Review the Proposal

Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.