Skip to content
IronbridgeAI

Systems we have built

Client work across 9 industries. We keep client names private.

IT solutions provider

A revenue portal that reads every call and files every email

Replaced a sprawling Salesforce setup with one AI-native portal. Two years of recorded sales calls were mined for renewal dates, pain points and incumbents, and a nightly analyst turns those signals into account plays for the team to approve.

call transcripts mined for signals
1,630
dialer leads brought over with full history
90,745
AI account plays, drafted for human approval
Nightly

What we built

  • Call mining
  • Email and meeting routing
  • AI deal coach
  • E-signature
  • Quoting

Coaching and media company

A client portal that retired a $14k a year community platform

Moved every client off a paid community app into a custom portal the business owns. Recordings, files and call recaps now live in one place, with an AI-written brief waiting for the team every Monday.

annual platform fee eliminated
$14k
recordings migrated and byte-verified (~93 GB)
214
client files moved with zero loss
504

What we built

  • Client portal
  • Zoom recording sync
  • AI call recaps
  • Weekly command brief

Medical publishing sales team

A subscription CRM and quoting tool built around how the team actually sells

Journal subscriptions, renewals and upsells were tracked across spreadsheets and inboxes. We built a CRM around the team’s own vocabulary, with a quoting tool, an activity log and reports they asked for by name.

What we built

  • Custom CRM
  • Quote builder
  • Activity log
  • Renewal reporting

More work

By industry

Same approach every time: find where the work piles up, build the system that takes it over, and keep it running. Here is more of what we have built.

  • Construction

    An agent that catches the customer nobody called back

    The problem
    Client updates and daily checks were manual, so some customers went days without hearing from the team and nobody caught it.
    What we built
    An AI agent that reviews the team's customer calls and messages each day and flags anyone who was not contacted the day before.

    Every morning the team gets a short list of customers to contact, so nobody slips through.

  • Construction

    An estimate engine that prices from past jobs, with margin controls

    The problem
    Estimates were priced from scattered spreadsheets and accounting data, so true job costs and margins were hard to see.
    What we built
    An estimating engine that builds a cost catalog from past jobs, crew and sales data, then prices new work with margin controls and a branded estimate the customer can sign.

    Margin problems show up while the estimate is being priced, not after the job is done.

  • Charter transportation

    A voice agent that answers the calls the office misses

    The problem
    Leads that called after hours or while the team was busy went unanswered, and quotes went cold without follow-up.
    What we built
    An AI voice agent that answers inbound calls, captures trip details and routes leads, plus a testing dashboard for replaying real call scenarios before any change goes live.

    After-hours and overflow calls become quote-ready leads, including correct weekend routing.

  • Charter transportation

    A customer CRM from first quote to finished trip

    The problem
    A single itinerary change had to be re-entered across the quote, sales order, work order and payment records, and compliance checks lived somewhere else.
    What we built
    A custom customer CRM that keeps quotes, sales orders, work orders, payments and compliance checks in sync.

    A change is made once and flows to every document, so the team stops re-keying trips.

  • Destination weddings and group travel

    Venue videos, after-hours support and a new brand site

    The problem
    The team needed a repeatable way to make venue marketing videos, answers for existing clients after hours, and a site for a separate corporate-groups brand.
    What we built
    An AI workflow that produces venue marketing videos, a text and voice support agent for existing clients, and a rebuilt website for the corporate-groups brand.

    Marketing videos on demand, answers for clients at any hour, and a dedicated home for the corporate-groups business.

  • Student housing real estate

    An underwriting workbench that reads messy T12s and rent rolls

    The problem
    Every deal arrived with differently formatted financials, and the knowledge of how to map them lived in a few senior people.
    What we built
    An AI workbench that ingests a property's T12 and rent roll, maps every line to the firm's own chart of accounts, and shows its work for review.

    On a live deal, it mapped 137 T12 lines with no human input and matched the firm's NOI to the penny.

  • Real estate development

    Market and supply research, assembled automatically

    The problem
    Tracking new supply and market movement across target cities was a manual, weekly research job.
    What we built
    A market intelligence dashboard and Monday report that gather new projects, supply and market signals for each target metro in one place.

    The weekly market picture for every target metro arrives assembled, instead of being rebuilt by hand.

  • Pharmacy

    A patient concierge for after-hours questions and missed calls

    The problem
    Patients who called after hours or during rushes reached voicemail, and refill and pricing questions waited until the next day.
    What we built
    A patient concierge that answers common questions, captures refill requests and handles pickup or shipping preferences, with staff approval where it matters.

    Patients get answers and refills started after hours instead of leaving a voicemail.

Want a system like these?

Tell us where the work piles up. We will show you the first two systems worth building.

Book a strategy call

Or email hello@ironbridgeaiadvisory.com