CRM with AI agents, built and run for you.

We design, build, and run AI agents directly inside your CRM, cutting deal execution time by 60% so your team can focus on closing.

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Trusted by CRE teams to cut deal execution time by 60% using AI agents

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CRM + AI agents for every CRE segment

Preview of CapRaise CRM UI

AI-powered capital raising CRM

Stay on top of every investor, deal, and follow-up without manual work.

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UI preview of property management CRM

AI-powered Property Management CRM

Never miss an inquiry or request, everything gets handled and routed instantly.

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UI preview of construction CRM

AI-powered Construction CRM

Projects stay on track with updates, coordination, and tasks handled automatically.

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UI preview of segment search widget for Zoho

Segment Search Zoho Widget

Frustrated with Zoho’s filters? We built the #1 Segmentation tool for Leads/Contacts in Zoho that allows you to save dynamic & static lists.

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UI preview of task management widget for Zoho

Task Manager Zoho Widget

Familiar with Asana and Trello? We can fully integrate this into your Zoho CRM.

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UI preview of pipeline widget for Zoho

Pipeline Widget for Zoho CRM

Add custom pipelines and milestone stage tracking to any Zoho CRM module—Projects, Vendors, Operations, Onboarding, and more.

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AI agents you can deploy today

Each agent runs inside your existing CRM and starts delivering results from day one.

01

AI Voice Agent

Handle inbound calls, capture information, and qualify leads automatically, even after hours. More inquiries handled, zero additional labor cost.

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02

Data Enrichment Agent

Missing contact details, company info, activity history. Pulled and updated automatically. Clean data means better targeting and more qualified leads in your pipeline.

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03

ICP Agent

Match incoming leads against your ideal customer profile. Prioritize the prospects most likely to close and stop spending time on low-fit leads.

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04

Lead Scoring Agent

Score leads by engagement, qualification data, and past conversions. Your team focuses on what converts and closes more deals from the same pipeline.

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05

PDF Extraction Agent

Upload OMs, leases, or appraisals. Key data gets extracted and added to your CRM automatically. Save hours of manual data entry per deal.

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Our implementation process

Step 1: Discovery & Workflow Assessment

We map exactly where your team's time goes — which steps are manual, where deals stall, and what's costing you the most. You leave with a prioritized automation roadmap, not a generic pitch.

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Step 2: Solution Design & Build

We design the agent system from the ground up: which models to use for each task, how data flows between agents, where human review is needed, and how the system handles edge cases and failures. Every decision is made for your specific workflows — not templated.

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Step 3: Testing, Training & Optimization

We build inside your existing stack. No new platform to learn, no rip-and-replace. Agents go live in your CRM and connected tools, and we run integration testing before anything touches live data.

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What our customers are saying

We were looking for a CRM solution to simplify our customer data contacts within our multiple businesses. Sameet & MCG helped to procure, integrate, and configure our CRM. They also successfully streamlined communication between our investor relations and marketing teams.

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Steven Louie
Managing Partner
Vertical Street Ventures

Sameet of Mav Consulting Group has instilled the importance of CRM in my business and fostered growth through building relationships. He provided tremendous value through consultation for me and my business for a stronger foundation. For your next CRM revamp, think of Sameet and his team at Mav Consulting!

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Raphael Ramos
Managing Partner
Eagle Summit Equity

Sam and MCG were a phenomenal resource to help minimize and digitize painfully manual processes within our organization. From document management, workflow automations, to high level ad hoc reporting, Sam and MCG helped our business rise to an operationally higher level, transform from visionaries/niche players to challengers in the industry, and eradicate a tremendous amount of pain points within our organization.

Headshot of Shivam Mehta

Shivam Mehta
Project Manager
MMC Inc

Sameet went above and beyond in understanding our specific needs, streamlining complex workflows, and implementing solutions that made our system more efficient and user-friendly. His attention to detail, proactive communication, and commitment to getting it right the first time saved us both time and frustration. His expertise and professionalism were evident every step of the way, and I’m truly grateful for the impact he’s had on our operations.

Kishor Rao,
Founder,
KKR Wealth Group

Our Partners

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See how AI agents would work inside your CRM

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