Pipeline bot
Tracks relationship follow-up, referral opportunities, advisor tasks, review cycles, document requests, and stalled applications.
Finance
Install AI workflows for relationship-heavy finance work without losing control.
For finance teams where client service, referral follow-up, document collection, research, reporting, and approval-aware workflows need more structure.
What we install
SalesFusion OS plus the agents around it.
Best for advisory firms, fintech teams, lending, insurance, wealth, accounting, and finance operators with relationship-heavy workflows.
Install focusPipeline bot, buyer workspaces, revenue copilot workflows, company memory, automation, operating cadence, and managed AI ops.
Buyer workspaces
Organizes education, next steps, documentation, meeting recaps, and decision context in a controlled client-facing workspace.
Revenue copilot
Preps meeting briefs, drafts internal notes, summarizes research, and helps operators keep client work moving with approval gates.
Install firstClient intake, review workflows, document collection, referral tracking, task ownership, and approval-aware follow-up.
Broader agentsPolicy and SOP assistant, client-service memory, reporting copilot, research summarizer, and workflow agents with human approval gates.
Want this mapped to your business?
We start with your current workflow, then show what should become a bot, a buyer workspace, a copilot workflow, a memory layer, or a managed automation.