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AI Stack
CRM and Workflow Agents for service businesses

Get more output from the team you already have.

AI Stack installs CRM and Workflow Agents for Australian service businesses, so leads, follow-ups, tasks and client handovers move through the tools your team already uses.

  • Fixed price, fixed scope
  • Human approval on anything client-facing
  • Silent test before go-live
  • 60-day guarantee

For service businesses with incoming enquiries, manual follow-up, task handovers and managers chasing updates.

An AI Stack agent working inside a service business's CRM, inbox, task tool and team chat, with every client-facing action queued for a person to approve.
The problem

Your team is capable. The systems around them are not keeping up.

Most service businesses do not need another software platform. They need the systems they already use to stay updated, followed up and visible.

Leads arrive. Messages sit in inboxes. CRM records stay half complete. Quotes go unfollowed. Client handovers happen through memory or scattered notes. That is where owner and manager time gets burned.

Leads are not followed up fast enough.

New enquiries come in through forms, email, phone, booking pages and social messages. Some get handled. Some wait too long.

The CRM is not trusted.

The system says one thing, the team knows another, and the owner still has to ask for updates.

Handover depends on memory.

A lead converts, but delivery does not always get the right notes, tasks or context.

Managers chase instead of managing.

The team is working, but the system does not show the work clearly enough.

What AI Stack installs

A supervised agent that keeps the work moving.

The CRM and Workflow Agent works inside your current CRM, inbox, task tools and team chat.

It checks new enquiries, drafts follow-ups, updates records, flags stale work, prepares handovers and sends daily summaries, with human approval where it matters.

Checks new enquiries.

Finds new leads across the agreed enquiry paths.

Drafts follow-ups.

Prepares reply drafts and reminders for review.

Flags stale opportunities.

Shows leads and quotes that have gone quiet.

Updates records.

Keeps CRM stages, notes and missing fields cleaner.

Prepares handovers.

Turns converted leads into clear delivery notes and tasks.

Sends daily summaries.

Gives owners and managers a short view of what moved, what stalled and what needs approval.

Works inside current software

No heavy software rollout. No new system to babysit.

AI Stack works inside the tools your team already uses.

  • CRM
  • Inbox
  • Task tools
  • Team chat
  • Spreadsheets
Human approval

Human approval stays in the loop.

The agent does not send sensitive messages, change deal status or take material client action without approval unless that rule has been clearly approved.

This matters because AI Stack is not selling staff replacement. It is installing repeat operating capacity with clear boundaries.

Approval neededNeeds approval
Lead
Example Lead A
Last contact
9 days ago
Issue
Stale opportunity. The quote has had no response.
Suggested
Send a polite follow-up asking whether they would like to proceed with the quote.
ApproveEditReject

Example of an approval request

How it works

Four weeks to a working operating rhythm.

The install model is fixed, clear and practical.

Week 1

Map

We map lead sources, CRM use, inbox flow, task handovers, approval rules and current gaps.

Output

Workflow map, agent scope and go-live rules.

Week 2

Connect

We connect the CRM, inbox, task tools and team chat. We configure summaries, draft rules and escalation triggers.

Output

Configured agent in test environment.

Week 3

Test

The agent runs silently without taking action. We check lead detection, contact matching, task updates and summary quality.

Output

Test report, fixes and approved workflows.

Week 4

Go live

Approved workflows are turned on. Daily summaries, follow-up drafts, stale lead alerts and weekly reporting begin.

Output

Live CRM and Workflow Agent.

Pricing

Clear setup. Clear monthly price. Clear scope.

For a limited time, AI Stack is offering foundation pricing for the CRM and Workflow Agent.

What this is priced against

Australian service business owners lose 8 to 12 hours a week to admin that the systems should be handling. At $150 an hour that is $62,000 to $94,000 a year, before you count the follow-ups that never get sent.

The Foundation offer is $35,000 in the first year: $5,000 setup and twelve months at $2,500.

Foundation Client Offer
$5,000 setup
$2,500 per month

Limited time offer.

Standard price
$7,500 setup
$3,000 per month

Applies once the foundation offer closes.

The 60-day guarantee

If the agent is not saving your team at least eight hours a week by day 60, we waive the next month and rebuild the scope at no charge.

We agree the baseline in week one, before anything is connected, so there is no argument about the starting point later.

About

Built by operators, not AI hype merchants.

AI Stack is a Sydney-based digital workforce provider founded by Marlon Medina.

We help Australian service businesses add operating capacity inside the tools they already use, with fixed scope, visible outputs and human oversight.

Find out where follow-up is leaking.

The fit check maps your enquiry flow, CRM use, task handovers and manager update loops. If AI Stack is not a fit, we will say so.