System 01
AI sales operator
Qualifies inbound leads, enriches account context, drafts follow-ups, updates CRM, and alerts the right owner.
Lead scoringCRM updatesFollow-up draftsOwner routing
AI automation for B2B service firms
Grow service revenue without adding more manual operations headcount.
Deltabits builds AI operators for agencies, staffing firms, accounting practices, IT service providers, consultants, and other B2B service teams that need faster follow-up, cleaner CRM, better client intake, and less manual reporting.
Why teams buy
The pain is operational before it is technical.
AI only creates value when it connects to the work your team repeats every day: intake, follow-up, CRM, documents, routing, approvals, and reporting.
Inbound leads wait in forms, inboxes, referrals, and website chats.
CRM records are incomplete, stale, or missing the next action.
Client requests arrive across email, Slack, calls, and documents with no clean owner.
Weekly reports depend on people chasing updates across tools.
AI operators
Systems Deltabits can build first.
System 02
AI client intake operator
Turns requests from email, forms, chat, and calls into structured summaries, tasks, document requests, and escalation notes.
Request triageMissing-detail chaseTask creationEscalation summaries
System 03
AI reporting analyst
Pulls activity from CRM, project tools, spreadsheets, and inboxes to produce weekly pipeline, delivery, and operations reports.
Pipeline briefClient statusDelivery risksExecutive summary
Common tools
Built around the stack your team already uses.
HubSpotSalesforcePipedriveGmailOutlookSlackTeamsGoogle SheetsNotionAirtable
Questions
Common questions from b2b service firms.
What should a B2B service firm automate first?
Start with lead follow-up, CRM updates, client intake, or weekly reporting. These workflows are frequent, measurable, and usually connected to revenue or expensive admin time.
Can Deltabits work with our existing CRM?
Yes. The audit reviews your CRM, fields, owners, lifecycle stages, permissions, and connector options before any automation writes to production systems.
Do we need an internal AI team?
No. Deltabits scopes, builds, launches, and supports the first AI operators while your team keeps approval over sensitive customer-facing or business-critical actions.
Start with the B2B AI Workflow Audit
Find where your firm is leaking leads, time, and margin.
Get a workflow map, ROI ranking, security plan, and 30-day first-build roadmap before committing to implementation.