Now onboarding landscape design-build contractors · Founding access
Win the Project
Alfred is a multi-step AI agent that reads across CRM, estimating, design, construction, and billing — synthesizes complex answers, drafts client emails, and proposes safe record changes.
Book a DemoDraft a follow-up for Jake Hernandez — he hasn't responded to the proposal in 4 days.
Hi Jake, just checking in on the Backyard Transformation proposal I sent over last week. Happy to answer any questions or walk through the scope on a quick call. Let me know what works — we're ready to get started.
What it does
Cross-domain queries
Ask what your pipeline looks like and Alfred aggregates all active deals, groups by stage, sums the value, and flags stale quotes — in one answer.
AI-drafted client emails
Ask Alfred to send a project update and he pulls the deal, estimates, and progress, synthesizes it into a narrative, and drafts a professional email for your review.
Safe writes with confirmation
When Alfred is about to change a status, create a record, or send an email, he proposes it and waits for your confirm — cascade-triggering changes come with explicit warnings.
How it works
Ask in plain language
Type "What's my pipeline look like?" or "Send a project update to the Varela client." Alfred plans the steps before acting.
Alfred reads across every domain
He pulls relevant deals, estimates, project progress, and billing — synthesizing across CRM, design, construction, and billing in one pass.
Review what he proposes
Email drafts appear in a compose modal. Record changes are proposed, not applied, until you confirm — with full transparency on downstream effects.
One confirm, multiple actions
Approve and Alfred executes: sends the email, updates the status, creates the record. Every action audited with a reason trail.
“Replaced HubSpot and Jobber in one shot. Cut $400/mo in subscriptions.”
Marcus D.
Hardscape contractor, Austin TX
Related features
Lead Pipeline / CRM →
Capture and track every lead from first call to signed contract.
Sales Pipeline →
See every deal and know exactly who to call next.
Reporting →
Revenue, close rate, and margin — the numbers your business needs.
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