AI Pathway | Sales
AI Pathway
Solutions · Sales

Quote faster, follow up without thinking about it

Seven agents on the revenue edge, from first call to signed proposal to the review request afterwards.

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Leads answered in under a minute

Nadia texts back on every missed call; Leo captures the detail while the customer still cares.

Proposals that go out same-day

Quinn normalises vendor quotes, Pearl assembles the document, Priya keeps the pricing honest.

Win/loss you can actually use

Winston tracks which GCs and which scopes you win, which is what makes bid/no-bid a decision instead of a hunch.

Works inside what you already run

No migration, no parallel system, no retraining the crew on new software.

Your CRM
ServiceTitan
Email
Rexpt AI Receptionist
Premium tier
AI CFO — the numbers, read and explained

The agents do the work. AI CFO reads your QuickBooks ledger and tells you what to do about it — predictive cash flow, job-by-job profitability and 90-day action plans. From $299/month with a 7-day free trial.

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Reconciliation
Bookkeeper Assistant — reconciled to the penny, read-only by default

Checks your supplier statements, bank feed, remittances and QuickBooks against each other, and hands any fix to a named person.

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