HomeProjects

Real tools. Real clients. Running in production.

Every project below started as a request on a client's board. Some took days. Some took a couple weeks. All of them are solving real problems right now.

Core ProductSales Tools

Complete CRM - Pre-Filled

12,847 scored leads loaded on day one

Deployed a CRM pre-filled with every lead the client could ever do business with - complete with emails, firmographic data, lead scores, and buying context. Sales team started selling immediately.

V
VP of Sales
Deployed in 2 weeks
RetainerSales Tools

Sales Route Planner

Your reps plan their day in 2 minutes instead of 20

Maps daily routes based on lead proximity, priority score, and last-contact date. Syncs with the CRM so reps always hit the highest-value stops first.

S
Sales Manager
Deployed in 1 week
cirq.aiSales Tools

Prospect Microsites

Custom landing pages that make top prospects feel like your only customer

Personalized mini-websites for the 50 highest-value target accounts - tailored to their industry, pain points, and buying signals. Hosted on cirq.ai.

V
VP of Sales
Deployed in 3 days per site
RetainerSales Tools

Automated Bid Tracker

Never lose track of an open bid again

Tracks every open RFQ, bid status, follow-up dates, and win/loss outcomes in one place. Auto-reminds reps when follow-ups are due. Leadership sees the full pipeline.

V
VP of Operations
Deployed in 1 week
RetainerSales Tools

Customer Health Dashboard

See which accounts are growing, shrinking, or going silent

Tracks order frequency, volume trends, and communication gaps per customer. Flags at-risk accounts before they churn and highlights expansion opportunities.

V
VP of Sales
Deployed in 1 week
RetainerSales Tools

Price Change Alert System

Your team knows about price changes before they quote the old price

Monitors supplier pricing feeds and internal catalog updates. When prices change, affected reps and CSRs are notified instantly with old vs. new comparisons.

P
Pricing Manager
Deployed in 3 days
Core ProductSales Tools

Quoting Software

Professional quotes in minutes, not hours

Configured quoting tied to live inventory and tiered pricing rules. Generates branded PDF quotes. Tracks sent, viewed, and accepted status.

S
Sales Operations
Deployed in 2 weeks
Core ProductOperations

Inventory & Asset Management

Real-time visibility across every location

Deployed multi-location inventory tracking with automated low-stock alerts, reorder triggers, and role-based dashboards for warehouse, sales, and leadership.

O
Operations Director
Deployed in 3 weeks
RetainerOperations

Customer Service Task Ledger

See every task, response time, and trend - automatically

Auto-categorizes incoming service emails into task types, tracks average response times per category, and surfaces trends for leadership. No manual logging.

C
CS Director
Deployed in 5 days
RetainerOperations

Vendor Scorecard Dashboard

Rate every supplier on delivery, quality, and cost - automatically

Pulls data from POs, receiving records, and quality reports to score each vendor. Surfaces underperformers and helps procurement negotiate from data.

P
Procurement Manager
Deployed in 10 days
RetainerOperations

Warranty Claim Tracker

Stop managing warranty claims in email

Centralized system for logging, tracking, and resolving warranty claims. Auto-notifies customers on status changes. Tracks cost per claim and per product line.

C
CS Manager
Deployed in 1 week
RetainerOperations

Inventory Reorder Automation

Reorders fire automatically when stock hits your threshold

Connected to the inventory system with configurable reorder points per SKU. When stock drops below threshold, a PO draft is generated and routed for approval.

W
Warehouse Manager
Deployed in 4 days
RetainerOperations

Shipping & Delivery Tracker

Every order, every carrier, one view

Consolidated tracking dashboard pulling from UPS, FedEx, and LTL carriers. Customer service sees real-time status. Customers get automated updates.

L
Logistics Coordinator
Deployed in 1 week
AI AgentAI Agents

Customer Service Email Agent

Reads, categorizes, and drafts replies to every inbound email

Monitors the customer service inbox 24/7. Categorizes each email by type (order status, warranty, technical question), drafts a response using your knowledge base, and routes anything it can't handle to the right person.

C
CS Director
Deployed in 1 week
AI AgentAI Agents

PO Entry Agent

Pulls data from purchase orders and enters it into your system

Reads incoming PO PDFs and emails, extracts line items, quantities, pricing, and ship-to info, then enters everything into your ERP or order system. Flags discrepancies for human review instead of just failing silently.

O
Operations Manager
Deployed in 10 days
AI AgentAI Agents

Quote Follow-Up Agent

Automatically follows up on every quote that goes cold

Tracks every sent quote. If the customer hasn't responded within your configured window, the agent sends a personalized follow-up. Escalates to the rep after a set number of touches with full context.

S
Sales Manager
Deployed in 5 days
AI AgentAI Agents

RFQ Response Agent

Pre-fills quote responses from incoming RFQs in minutes

Parses incoming RFQ documents - whether PDF, email, or spreadsheet - matches line items to your catalog, pulls current pricing, and pre-fills a draft quote for your team to review and send.

S
Sales Operations
Deployed in 2 weeks
AI AgentAI Agents

Call Summary Agent

Every sales call transcribed, summarized, and logged to the CRM

Listens to recorded sales calls, generates a summary with key action items, and logs it directly to the contact record in your CRM. Reps never have to write call notes again.

V
VP of Sales
Deployed in 1 week
AI AgentAI Agents

Receiving & QC Agent

Checks every shipment against the PO before it hits the shelf

Compares packing slips and receiving data against the original purchase order. Flags quantity mismatches, wrong parts, and damaged items. Creates a discrepancy report for procurement automatically.

W
Warehouse Manager
Deployed in 1 week
AI AgentAI Agents

Technical Support Agent

Answers technical questions using your own docs and tribal knowledge

Trained on your technical manuals, past support emails, and engineering notes. When a customer or field tech asks a question, it finds the answer or routes it to the right engineer with full context attached.

E
Engineering Manager
Deployed in 2 weeks
RetainerKnowledge & AI

Self-Learning Technical Database

Your engineering team's knowledge - searchable, forever

Analyzed 14,000 technical documents and 3 years of email threads. Continuously ingests new Q&A so tribal knowledge never walks out the door.

E
Engineering Manager
Deployed in 2 weeks
RetainerKnowledge & AI

Parts Cross-Reference Tool

Find the right part number across manufacturers in seconds

Searchable cross-reference database across 6 manufacturers and 40,000+ part numbers. Sales and CS use it dozens of times per day.

I
Inside Sales Lead
Deployed in 2 weeks
RetainerKnowledge & AI

AI Product Recommender

Suggest the right product before the customer asks

Analyzes order history and browsing patterns to recommend complementary products and upsells. Surfaces opportunities reps would otherwise miss.

S
Sales Director
Deployed in 2 weeks
RetainerKnowledge & AI

LLM-Ready Product Catalog

When the buyer's AI goes looking for a supplier, you show up

Restructured 40,000+ SKUs into semantic, machine-readable formats - specs, compatibility, certifications, pricing tiers - so AI agents and procurement bots can find and quote this supplier instantly.

V
VP of Digital
Deployed in 4 weeks
RetainerKnowledge & AI

Automated Pricing API

First to respond wins - even when the buyer is a bot

Built REST endpoints so automated procurement systems can query real-time pricing and availability, generate quotes, and place orders - no human in the loop. Response time: under 200ms.

C
CTO
Deployed in 3 weeks
RetainerKnowledge & AI

AI-Accessible Supplier Profile

Surface in AI-powered supplier discovery automatically

Created structured semantic data - capabilities, certifications, service areas, lead times, minimum orders - so this supplier automatically surfaces when AI sourcing platforms match buyer criteria.

M
Marketing Director
Deployed in 2 weeks
Core ProductInternal Tools

Outreach at Scale

Systematic multi-channel prospecting across your entire market

Multi-channel campaigns - email, LinkedIn, phone sequences - with automated follow-ups, A/B testing, and full tracking tied to the CRM.

M
Marketing / Sales
Deployed in 1 week
RetainerInternal Tools

New Hire Onboarding Portal

Get new reps productive in days instead of months

Structured onboarding with product training, system walkthroughs, key contacts, and progress tracking. Managers see where each new hire stands.

H
HR / Sales Director
Deployed in 1 week

What would you put on your board?

Every tool above started as a simple request. Tell us what you need - we'll show you how fast we can ship it.

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Projects - CIRQL | CIRQL