Systems that work while you don't.

Problem

Leads from Zillow, Facebook Ads, and the brokerage website landed in five different inboxes with no shared visibility. Agents manually copied contact details into HubSpot hours later. By then, prospects had already spoken to a competitor. Admin staff lost roughly 15 hours a week just moving data between systems.

Solution

A centralized n8n pipeline pulls every lead source into one intake node, enriches it with property and budget data, scores it, and pushes it into HubSpot in real time. The moment a lead lands, the workflow fires an SMS and email, assigns the right agent by territory and availability, and posts a Slack alert. A second workflow runs the full nurture sequence for leads that aren't sales-ready yet.

Problem

The front desk fielded over 200 calls a day for scheduling, rescheduling, and insurance questions, on top of walk-ins. After-hours calls went to voicemail and were often never returned, costing missed appointments and, in several cases, patients to competing practices.

Solution

A HIPAA-aware AI voice agent answers every inbound call, 24/7. It books, reschedules, and confirms appointments, handles prescription refill requests, and verifies insurance by talking directly to the clinic's scheduling system. Anything outside its scope, like a clinical question or a distressed caller, escalates immediately to on-call staff with full conversation context attached.

Problem

The website's static contact form converted at just under 3%. Visitors with product questions either left without buying or emailed support and waited a day or more. None of that interaction data reached the CRM, so marketing had no way to retarget or follow up.

Solution

An AI chatbot trained on the full product catalog, ingredient data, and shipping policies answers questions in real time and recommends products by skin type and concern. Every conversation is captured as a CRM contact with tagged intent: warm leads get an automated follow-up sequence, hot leads get flagged for sales same-day.

Problem

Claims intake was entirely manual. Documents arrived by email and fax, got printed, re-entered into the agency management system, and cross-checked by hand against the CRM, before any actual adjusting even began.

Solution

An n8n workflow ingests incoming claims documents from every channel, uses AI to classify and extract the relevant data (policy number, incident type, damage estimate), validates it against the CRM record, and routes it straight to the right adjuster with a pre-filled claim file attached.

Problem

Roughly a third of inbound leads called after business hours, with no way to qualify or capture them until the next morning, by which point many had already contacted a competing firm. The intake process for calls that did get through was inconsistent from one staff member to the next.

Solution

A 24/7 AI intake agent qualifies callers against the firm's criteria (jurisdiction, liability, insurance minimums), captures case details in a consistent format, and books a consultation directly on the attorney's calendar before the call ends. Every qualified lead lands in the CRM instantly with a case summary attached.

Problem

Producing consistent video content meant either an expensive crew or the founder personally spending 10+ hours a week filming and editing. Output was inconsistent, and there was no direct line between what got published and what booked a call.

Solution

An AI-avatar video pipeline: a script goes in, an AI-generated video of the founder's likeness comes out. An n8n workflow handles publishing across platforms and logs every resulting inquiry straight into the CRM with source attribution back to the specific video.