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§ / Real work

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.

§ 01 / Index
01/02

Shipped, not slide-decked.

Filter by category to see the tools most relevant to your work. Every one of these was built, deployed, and is in daily use.

  • 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.

    VVP 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.

    SSales 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.

    VVP 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.

    VVP 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.

    VVP 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.

    PPricing 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.

    SSales 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.

    OOperations 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.

    CCS 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.

    PProcurement 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.

    CCS 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.

    WWarehouse 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.

    LLogistics 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.

    CCS 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.

    OOperations 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.

    SSales 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.

    SSales 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.

    VVP 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.

    WWarehouse 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.

    EEngineering 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.

    EEngineering 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.

    IInside 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.

    SSales 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.

    VVP 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.

    CCTO
    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.

    MMarketing 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.

    MMarketing / 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.

    HHR / Sales Director
    Deployed in 1 week
§ / Your board

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