See how the business fits together
Connect sales, customers, inventory, operations, marketing, and finances.
We help established businesses save time and make clearer decisions by connecting useful information and building custom software, AI, and automations around the people, tools, and routines already running the business.
The AI Opportunity Check is free. No contact details needed.
Connect sales, customers, inventory, operations, marketing, and finances.
From a tailored workspace to a complete custom system, fit the software to your business.
Add the connections, reporting, and workflows your current tools are missing.
When sales, schedules, stock, and payments live in separate places, your team does the connecting by hand. Here’s how one everyday event could bring the useful work together.
One sale can set customer follow-up, stock checks, staff commission, and financial records in motion.
01 · What happens
A returning customer buys a made-to-measure jacket. The sale connects with their purchase history and fitting details.
02 · The connected work
03 · What the owner sees
Your morning summary highlights upcoming fittings, low stock, and records that need checking. You can see the next action without opening several reports.
Staff enter the sale in several places, work out commission by hand, and rely on notes to remember the fitting.
The sale carries the useful details into follow-up, stock, commission, and financial records. Staff review the steps that need their judgment.
What improves: Less repeated entry, more consistent follow-up, and a clearer view of stock and sales.
Explore the retail exampleAn approved job can bring the customer, office, crew, parts, and payment information into the same picture.
01 · What happens
A homeowner approves a heating-system replacement. The office gets the agreed scope, customer details, and deposit status together.
02 · The connected work
03 · What the owner sees
Your summary shows jobs awaiting parts, permits, schedule approval, or payment. The office can deal with the gaps before the crew heads out.
The office chases the signed proposal, checks parts separately, and calls around to confirm the crew’s schedule.
The approved job brings its details together and gives the office a clear list of what to confirm before installation.
What improves: Fewer handoff gaps, less chasing for updates, and better preparation for the crew.
Explore the home services exampleA booking can connect the client’s needs with staff availability, rooms, supplies, and payments.
01 · What happens
A client books a facial and massage package. Their booking connects with the appointment details, staff schedule, and payment status.
02 · The connected work
03 · What the owner sees
Your summary highlights missing intake details, room or staff conflicts, low supplies, and outstanding balances. Staff handle the exceptions before clients arrive.
Staff check bookings, client notes, room availability, and payments separately. Missing details surface at the front desk.
The booking brings the required information into view and flags anything staff need to resolve ahead of the appointment.
What improves: Clearer appointment preparation, fewer scheduling surprises, and less time checking separate records.
Explore the salons & spas exampleReservations help the team prepare for service. Orders and sales then give the owner a useful picture of the day.
01 · What happens
A party books a birthday dinner and notes a dairy allergy. The guest notes and expected party size become available to the service team.
02 · The connected work
03 · What the owner sees
Your daily summary brings sales, labor costs, stock needs, and unresolved guest notes together. Managers get a useful handoff for the next shift.
Guest notes sit apart from the floor plan, staffing is checked separately, and managers assemble sales and stock reports after service.
Reservations help the team prepare; actual orders and recorded sales feed stock checks and the daily summary.
What improves: Better shift preparation, clearer handoffs, and less time pulling daily reports together.
Explore the restaurants exampleThese are illustrative possibilities, not client results or confirmed integrations. We check what your tools support and agree which actions need staff approval. Reliable updates follow agreed rules; AI helps with drafts and summaries for people to review.
CIS stands for Custom Intelligent Solutions. Your CIS Hub is a connected workspace we design around your business, your team, and the tools you use.
Bring sales, customer history, inventory, operations, marketing, and finances into useful views. Agree what each person needs to see and make missing or outdated records clear.
Keep useful tools, improve the connections, and build custom screens or a fuller system where the business needs it. A shop and a plumbing crew get different setups.
Use agreed rules for routine updates. Add AI to help draft messages, explain patterns, and prepare summaries. Staff review the actions that need their judgment.
Keep people in charge. Agree which steps need staff approval, who can access each view, and how we will check the result before expanding.
See what we can build around your businessWe learn the business, identify worthwhile improvements, and build around your operations. Before expanding, we measure whether the work is making a useful difference.
Understand how the work gets done. Record time spent on reports, booking gaps, order delays, or another measure that matters.
Build and test a useful workflow or part of the connected system with the people who will use it.
Compare the same measure before and after. Check the quality of the information and how the change works for your team.
Keep it, adjust it, or stop. Expand only when the result is worth it.
Tell us how your business works, where things get disconnected, and what you’d like to improve. We’ll discuss where better connections or a custom solution could help.
Answer a few questions about your tools, your team, and everyday work. Get practical ideas and a useful place to start. Free, with no contact details needed to see your results.