Generate proposals, statements of work, and client reports from your real data.
A grounded generator that pulls from CRM, project tools, and your past work to draft proposals and reports a senior team can review and send.
What this label means: A preview of the workflow and interface we would adapt for a client build.
Proposals and reports eat senior time. Templates feel generic. Junior drafts need heavy rewrites. The ones who can write them well are also the ones doing the work.
Discovery notes, CRM, project data, past wins, pricing rules — fetched into one brief.
Outputs follow your structure, tone, and guardrails. No purple AI prose.
A senior reviewer sees diffs, suggested edits, and assumption flags before send.
Win/loss data feeds back so the generator learns from the proposals that close.
We can build a version of this around your workflow.
Triage, classification, drafting, summarization, data extraction, routing, follow-up. The unglamorous work that eats your team's day. We automate it with AI plus humans where it matters.
Read service →We design and build software where AI is part of the product logic, not a badge in the UI. Web apps, native mobile, and desktop tools built with the product basics handled from the start.
Read service →We connect AI to HubSpot, Salesforce, Notion, Slack, Google Workspace, your ERP, or your custom internal app. Then we automate the repetitive parts around them: triage, extraction, drafting, routing, reporting, and follow-up.
Read service →Tell us your tools and workflow. We will scope the Ideaplexa-built version: timeline, integrations, cost, and what stays a human decision.