The problem
Too many channels, no memory.
Inquiries came in by phone, email, web form, Messenger. Follow-up lived in shared spreadsheets and scattered notes. Every new contact meant starting over, and response times collapsed in peak season.
Case study
Group & wedding management*
We replaced spreadsheet tracking and back-and-forth phone calls with a single tool: a request pipeline, a shared calendar, persistent client folders and an AI agent trained on the sugar shack's own knowledge base.
Érablière Charbonneau · 2026From new inquiry to confirmed wedding.
admin.erabliere-charbonneau.com
Automated demo, ten seconds on loop. Nothing is persisted.
The solution
One place, one flow.
A six-status kanban pipeline, a shared calendar, persistent client folders grouped by email, and an AI agent trained on the sugar shack's actual information. Everything is connected: opening a lead, converting it to a visit, archiving a lost reason, all from a single screen.
The result
A team that responds faster and loses fewer leads.
Quotes go out in minutes rather than days. The team knows exactly what to tackle first when they walk in. Visits are prepared with the right notes, and follow-ups no longer fall through the cracks.
Stack
- Framework
- Next.js 16 · App Router
- Database
- Supabase · Postgres
- AI agent
- Anthropic · AI SDK
- Resend
- Hosting
- Vercel