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Business Website

A professional, SEO-ready website that represents your brand, captures leads, and works on any device.

Mobile App

iOS and/or Android app for your customers or staff, built with cross-platform tech for faster delivery.

Client Portal

A secure web portal where your clients can log in, view documents, raise tickets, and track project status.

CRM System

A tailored customer relationship management tool built for how your team actually works — not a generic off-the-shelf product.

Data Migration

Move your data from spreadsheets, legacy systems, or old software into a new platform — cleanly and safely.

AI Receptionist

A 24/7 AI-powered front desk that answers calls, qualifies visitors, books appointments, and hands off to your team — no hold times, no missed leads.

Conversation Scheduling Agent

An AI agent that automatically engages customers via SMS, email, and web chat to answer questions, gather information, and book appointments — escalating to your team only when needed.

Lead Capture Agent

An AI agent embedded on your website or social channels that engages visitors, qualifies them with smart questions, and delivers warm leads straight to your CRM.

Social Media/Marketing Agent

An AI agent that generates on-brand blogs, social posts, email campaigns, and ad copy on a schedule — keeping your marketing pipeline full without the manual work.

AI Agents (Custom)

Fully custom AI agents built around your specific workflows — whether that's internal operations, data analysis, multi-step automations, or anything else your business needs.

Custom Integration / Automation

Connect the tools you already use (accounting, e-commerce, booking, etc.) and automate repetitive workflows.

Booking Calendar

Let your team schedule calls and send calendar invites (.ics) to prospects directly from your portal.

Billing Portal

View invoices and manage payments directly in your portal.

Agency Billing

Run sub-companies under this workspace. Each company has its own clients, invoices, payments, and aging, with one dashboard across all of them.

Email Integration

Connect a mailbox so the AI assistant can read, summarise, and send emails on your behalf — all from a single chat interface.

Platform Assistant

AI assistant that can take actions on behalf of users with approval.

SEO & Traffic

Track search rankings, monitor page traffic, and get actionable recommendations to improve your site's visibility in search results.

Productivity Guru

Access to the Productivity Guru app (productivity.guru) — planning, focus, and productivity tools for your whole team.

Loan Officer Platform

Access to the Tesan AI loan officer platform — pipeline, borrowers, and firm management for lending teams.

Loan Pipeline

A shared deal sheet for loans in progress — borrower, amount, stage, and the rep managing it — rolled up into an executive view of open transactions.

Sales Payroll

Track deals, sales reps, and commission points, with commission auto-calculated per deal and grouped into a payroll queue per rep.

Sales Ops

Prospecting pipeline: source firms from Google Places, public registries, filings and job posts, enrich and score them, and add the qualified ones to the CRM.

Follow Up Agent

Requests billing and medical records from hospitals and providers from the firm's own mailbox, follows up automatically until they answer, and flags replies that need a person.

Technology Consulting

Strategic technology advice to help you choose the right tools, architect scalable systems, and make informed decisions — without the guesswork.

Cybersecurity Consulting

A security review of your accounts, devices, email and backups, then hands-on fixes, staff training and compliance readiness for HIPAA, the FTC Safeguards Rule and NY SHIELD Act.

Other / Not Sure Yet

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