Case studies

Work, and what
it changed.

What each team did by hand, what that cost, what we built and what the number looks like now.

15 case studies

AI SDR workspace showing the conversation list with AI-active and needs-attention filters beside an open thread where the AI agent is drafting replies

Put an AI agent on 364 outbound replies, one click from human takeover

Confidential — outbound sales team

364replies handled by the agent

Forefront distressed-property CRM dashboard with active property counts, a Florida county opportunity map, and the foreclosure pipeline by stage

Real estate3 min

Took pre-foreclosure leads from county notice to booked seller meeting in one pipeline

Confidential — distressed-property acquisition team

WireFin analytics screen showing total income, expenses and net savings, an income-versus-expenses chart, a spending-by-category donut, and insight cards

Put income, spending and savings on one screen that explains itself

Confidential — consumer personal-finance product

Real estate2 min

Replaced spreadsheets with an AI-driven CRM that works pre-foreclosure leads from first email to signed contract

Confidential — real estate investment team working pre-foreclosure leads

Gave a 700-person facilities company its first CRM, AI meeting notes and dedicated AI phone agents

Confidential — 700-employee facilities management company, California

Turned an 85,000-lead backlog into an automated reactivation and booking engine

Confidential — multi-vertical business financing advisory firm

Built a four-agent AI SDR platform that researches, qualifies, emails and books meetings with a human in the loop

Techvera Global — in-house product (VeraiSDR)

Delivered a fully white-labelled AI voice agent platform an agency could sell under its own brand

Confidential — AI services agency (white-label partner)

Gave a two-person wellness practice back their week with AI content, DM qualification and lead alerts

Confidential — two-person holistic wellness coaching practice

Automated agent intake, training and appointment booking for a 100-plus person life insurance agency

Confidential — life insurance and financial services agency, 100+ agents

Moved a marine solar company off notebooks and manual invoice fixes with a CRM pipeline and sync monitoring

Confidential — marine solar and energy products company

Gave a plumbing business a website, AI chat assistant, monthly SEO blog and a voice receptionist that never misses a call

Confidential — owner-operated plumbing company

Built a five-page, white-glove website that turns CFO visitors into booked discovery meetings

Confidential — commercial banking advisory firm, Granite Bay, California

Specified an air-gapped, AI-native document platform for banks and regulated enterprises

Confidential — enterprise document management venture, Pakistan and GCC

Scoped a verified-first athlete performance and recruitment platform for a 50-to-60 athlete pilot

Confidential — sports technology startup (pilot at one host institution)