Agentic AI · Automation · CRM
AI that does the work, built around your business
We set up AI assistants, automations and CRM so every lead gets a fast answer, follow-up happens on time and you can see what is working. We learn how your business runs first, then build the tools around it.
- Never miss a lead
- Follow-up on autopilot
- Reports you can trust
Agentic AI · Automation · CRM
What we build
Practical AI and automation, added once the essentials are in place, so it improves real work.
AI assistants and agents
Assistants that research, draft and update records for your team, with a person approving what goes out.
CRM and lead follow-up
GoHighLevel or your current CRM set up so every form, call and message becomes a tracked opportunity with automatic follow-up.
Call tracking and attribution
Know which ad, page or search produced each call and quote request, so you spend on what works.
Workflow automation
Booking confirmations, reminders, intake, review requests and handoffs between tools, without copy and paste.
Cloud setup and operations
Microsoft Azure and Google Cloud set up securely, with backups and access you control.
Dashboards and reporting
Power BI and simple dashboards that show leads, calls, sources and revenue in one place.
Industries
Who we work with
Law firms
Intake, follow-up and reporting for attorneys, within Texas advertising rules, with one page per practice area and county.
Real estate
Brokerages and investors who need listings, neighborhoods and lead capture that work together.
Home services and materials
Contractors, manufacturers and suppliers who sell to homeowners, builders and trade buyers.
Studios, gyms and clinics
Local businesses that live on bookings, memberships and repeat visits.
How we work
How we work
- 01
Free audit
We look at how leads arrive today, where they get lost and which tools you already pay for.
- 02
Learn the business
We ask a lot of questions, so the system fits how your team actually works.
- 03
Build the essentials
CRM, tracking and follow-up first, so every lead is captured and answered.
- 04
Add AI where it helps
Assistants and automations for the repetitive work, with people in control.
- 05
Support and improve
We monitor, fix and improve the system as your business grows.
Proof
Royal Windoor: every quote tracked, and an AI follow-up system
Quote forms flow into the GoHighLevel CRM as opportunities, carrying the campaign, Google click ID and landing page, and call tracking separates ad calls from organic calls. On top of that we built Nova, an outbound and follow-up system that finds builders and contractors, researches each one, writes individual emails and keeps the CRM current.
See the Royal Windoor project →Questions
Common questions
What is agentic AI?
AI that can carry out a series of steps toward a goal, such as researching a lead, drafting a reply and updating the CRM, instead of only answering one question. We set it up with clear limits and a person approving what matters.
Do I need a new CRM?
Not always. We start with the tools you already have. When a change helps, we often use GoHighLevel and move your contacts and pipelines over for you.
Will AI replace my staff?
No. It takes repetitive work off their plate, like data entry, first replies and reminders, so they spend more time with customers.
Is my data safe?
Accounts stay in your name, access is limited to what each tool needs, and you can remove our access at any time.
Do you work with Azure and Power BI?
Yes. Dr. Medai led cloud and data operations for Texas Monthly before founding Medai Digital, and we set up Azure, Google Cloud and Power BI for small businesses.
Ask about AI and automation
Tell us what takes too much time today and Dr. Medai will reply with ideas and next steps.
Related
- AI visibility →Get recommended by ChatGPT and Google AI answers.
- Websites →Forms and calls that feed straight into your CRM.
- Free audit →Find where leads get lost today, at no cost.
Prefer to talk?
+1 (832) 807-96401001 West Loop South, Suite 700K, Houston
Mon to Fri 9 AM to 6 PM, Sat 1 to 6 PM, by appointment