Client Landing

The problem

Small businesses cobble together a CRM, a lead-gen tool, an SMS marketing app, a phone system, an email marketing tool, a course platform, and an inventory tracker. Six logins, six bills, none of them talk to each other, and every cross-system handoff drops leads on the floor.

The solution

One platform that owns every layer of the customer lifecycle. Leads arrive via Google Places search, web forms, Facebook / Google Ads webhooks, or CRM sync (HubSpot, GoHighLevel, Salesforce). AI scores them, starts SMS conversations, and escalates to AI-handled phone calls in real time when needed. Qualified leads flow into the deals pipeline. After close, customers move into the LMS for training and the white-labeled portal for ongoing support.

Highlights

• ▸Real-time AI voice: Twilio Media Streams + Deepgram STT + Claude + ElevenLabs TTS, with AMD, warm transfer, and async voicemail fallback
• ▸Agentic AI surgeon-intelligence assistant — multi-round Claude tool use across NPPES, Medicare, Open Payments, and FDA data
• ▸Medical device charge sheets with Claude Vision label scanning (lot number, catalog, expiration) and cascading hospital → GPO → list pricing
• ▸TCPA compliance engine: DNC lists, quiet hours per timezone, consent tracking, per-lead and per-account rate limits
• ▸White-labeled customer portals on wildcard subdomains with per-tenant branding, colors, and logo
• ▸45-screen native mobile app (Expo / React Native) — not a companion, full feature parity
• ▸ECS Fargate Express with canary deployments, Celery on Valkey for background tasks, OIDC-based GitHub Actions (no stored AWS keys)

Stack

Integrations