NewQuote Follow-Up Automation for quote-heavy B2B sales teamsSee the offer →

For quote-heavy B2B sales teams

Stop losing revenue from quotes that don’t get followed up.

We help construction, manufacturing, and distribution sales teams track open quotes, chase stale opportunities, and recover revenue that falls through the cracks.

Track every open quoteFlag stale deals automaticallyWeekly manager report

For SMBs tired of chasing payments

Get paid faster without chasing every invoice by hand.

We set up polite reminders, overdue follow-ups, and escalation — so your team stops chasing payments and you get paid faster, with real cash-flow visibility.

Polite auto-remindersEscalate what mattersWeekly AR report

See it — don’t just hear about it

Live tools you can try right now.

Every fix we build starts as a working tool — quotes, receiving, field logs, expenses. Tap a demo and see how a small AI-assisted workflow removes the busywork.

Try the demos →We build it for youYou own the result
Quote follow-upInvoice remindersWeekly sales reportsExpense automationReceiving checksField notesCRM cleanupDocument processingHuman-reviewed AICustom internal toolsTime back every week

The problem

Buying software is easy. Making it stick is the hard part.

Most small and mid-sized teams don’t need another app or an “AI transformation.” They need one leaky workflow fixed properly — quotes chased, invoices collected, reports done on time — with a clear owner and a number that proves it’s working.

AICG does the thinking and the building, so the fix lands in your team’s day-to-day instead of dying in a demo.

How a fix comes together

Fixing a workflow takes more than installing an app.

We connect the pieces that make a fix actually stick: the right problem to start with, data you can trust, automation with a human in the loop, and a simple routine your team keeps using.

Pick the right problem

We find where hours and dollars are leaking — quotes, invoices, reports — and start with the fix that pays back fastest.

Make your data usable

We work with the spreadsheets, CRM, and email your business already runs on — and clean up what the fix depends on.

Automate, human in the loop

AI drafts, reminds, and summarizes; your team approves. The busywork disappears — the judgment stays yours.

Make it stick

Simple rules, a short walkthrough, and a weekly number that shows it’s working — so the fix becomes a habit, not a memory.

We are AICG Canada

Business-first AI consulting for teams that need useful systems, not theatre.

Our work connects strategy, data, agents and workflow design, governance, and adoption so leaders can make practical decisions about where AI belongs in the operation. The network behind AICG has supported operations across retail, e-commerce, logistics, airlines, healthcare, and technology — including multiple Fortune 100 organizations.

30+Leading brands supported
Fortune 100Enterprise experience
50+Years combined experience

Team experience spans operations-heavy environments, enterprise IT, logistics, retail, field service, and programs supporting enterprise-scale organizations.

Selected experience

Enterprise work, represented honestly.

Representative examples of the work our team has delivered for large organizations. Client names and figures are kept confidential to protect those relationships.

Logistics · Parcel

Operational efficiency at scale

Helped a global parcel operation streamline intake, sortation, and handoff workflows across North American facilities — reducing manual steps and improving throughput.

Retail · Big-box

Store & back-of-house efficiency

Streamlined receiving, inventory, and exception-handling workflows with supporting software across store operations.

Enterprise · IT

IT-efficiency software solution

Implemented software to make enterprise IT operations more efficient — automating workflow, reporting, and exception handling.

Airline · Operations

Process & reporting improvement

Improved workflows and reporting to reduce manual work and improve reliability across high-volume operations.

What clients say

“Working with Applied Intelligence has been one of the best investments I’ve made for my business. They didn’t just sell me software — they took the time to understand how my business operates and built solutions that actually fit the way we work.”

Val SousaOwner, Paradise Concrete & Drain
Quoting systemAccounts receivableWebsiteTraining & support

What we build

Tools that pay for themselves.

We don’t just advise — we design and build the custom apps and AI agents that run your team’s day.

Flagship build · Sales ops

Quote Generator

15–30 min

Saved on every quote — it pulls live from your catalog, prices and discounts each line, and generates a signed PDF in seconds. That’s the tool running in the hero above.

See how we build →
Warehousing

Receiving Match

Seconds

To reconcile a PO against what arrived — flags shortages and overages and drafts the note.

Try it →
Agriculture

Field Logger

Hands-free

Spoken or typed notes become a clean, audit-ready field record.

Try it →
What it costs to run

$0/mo

in subscription fees — a custom tool replaces the paid SaaS you’d keep renting, and your team owns it.

How they work

Built around your workflow

Live data syncAI agentsAuto-PDFE-signatureHuman review

Phase by phase

From scattered AI ideas to a governed operating capability.

A simple path from workflow discovery to data readiness, controlled automation, and team adoption — without a sprawling transformation program.

Phase 01

Find the workflow with economic gravity.

Map repetitive work, handoffs, exceptions, data sources, and decision points so the first pilot is tied to measurable business value.

Phase 02

Make the data usable before the demo.

Validate sources, access, privacy boundaries, ownership, and sample quality so AI recommendations are reliable enough for a real team.

Phase 03

Build a workflow people can actually run.

Prototype the intake, review, automation, escalation, and measurement loop with the business owner involved from the start.

Phase 04

Turn adoption into a managed operating rhythm.

Document decisions, train users, define review gates, measure outcomes, and decide what deserves to scale next.

Consulting team reviewing an AI transformation roadmap in a modern office

Human implementation

Technology only sticks when the operating model is ready.

We work with leaders and frontline teams to connect strategy, process, data, controls, and adoption.

Industries

Built for operational environments where handoffs and exceptions matter.

Each industry page pairs the common pain points with a working demo you can try — manufacturing, agri-food, clean energy, warehousing, Ontario SMEs, and retail.

Workers on a modern manufacturing factory floor

Manufacturing & industrial automation

Production reporting, quality exceptions, maintenance workflows, and operational dashboards.

Explore manufacturing →
A worker inspecting fresh produce in an agri-food facility

Agriculture & agri-food

Traceability, processing, energy, forecasting, reporting, and modernization roadmaps.

Explore agri-food →
A technician inspecting solar panels with wind turbines behind

Clean energy & sustainability

Energy forecasting, emissions reporting, asset analytics, and sustainability workflows.

Explore clean energy →
Retail operations team coordinating store tasks

Retail operations

Store support, inventory exceptions, customer response, and back-office coordination.

Explore retail →

Services

Consulting architecture built for practical AI adoption.

Strategy, implementation, and governance designed as one operating system.

Move through the operating model

01

AI Strategy & Roadmaps

Prioritize opportunities by value, feasibility, data readiness, risk, and adoption effort.

Discuss your roadmap →
02

Automation & Intelligent Operations

Build AI agents and assisted workflows for reporting, intake, triage, documentation, and exceptions.

Scope a pilot →
03

Enterprise Software Solutions

Deploy and integrate software that makes enterprise IT and operations measurably more efficient — workflow, reporting, and internal tools.

Scope a deployment →
04

Technology Rollout & Adoption

De-risk technology rollouts and adoption across teams and sites — readiness, sequencing, training, and change management — so new systems and tools actually land.

Plan a rollout →
05

Data Readiness & Analytics

Assess whether your data, systems, and operating routines can support useful AI.

Assess readiness →
06

Responsible AI Governance

Create plain-language policies, review gates, approval flows, and adoption guardrails.

Read the approach →
07

Team Enablement & Operating Rhythm

Train users, document decisions, assign ownership, and establish the review cadence that keeps AI useful.

Build adoption →

Project work

Representative starting points for AI projects that can pay back.

These are not invented case studies. They are practical engagement patterns AICG Canada can scope, validate, and turn into a 30/60/90-day operating plan.

Warehouse exception reportingOperations analytics

Exception reporting for warehouses and field teams

Summarize mismatches, delays, damaged-goods notes, service exceptions, and follow-up work so supervisors see what needs attention first.

Customer response triageCustomer operations

Response triage without losing the human touch

Classify inbound requests, draft first responses, and route sensitive situations to the right owner with context attached.

Responsible AI governanceGovernance

Responsible AI starter kit for Canadian teams

Translate privacy, acceptable use, human review, and approval gates into plain-language routines that people can actually follow.

Workflow and data assessmentData readiness

Workflow and data assessment before platform spend

Identify where existing systems, spreadsheets, reports, and ownership gaps will block AI value before budget is committed.

AI readiness self-assessment

Score your next AI opportunity in under a minute.

The score is directional. It helps clarify whether the workflow is ready for a focused pilot.

0/100 readiness scoreStart by identifying one measurable workflow.

Want the full read-out? We’ll review your answers and email a short, personalized readiness breakdown within one business day.

Insights

Point of view, grounded in operations.

Briefings, playbooks, and checklists drawn from real engagement work — what pays back, what stalls, and how to tell the difference early.

Playbook

Warehouse exception reporting: the first AI pilot that pays back

How to scope a reporting and exception workflow that creates measurable operating value.

Read playbook →
Guide

Customer-response triage without losing the human touch

Route and draft responses while keeping people in control of sensitive exceptions.

Read guide →
Policy · Responsible AI

Responsible AI basics for Canadian organizations

Privacy, human review, acceptable use, and governance without bureaucracy.

Read approach →

Book a Lost Quote Review

See where your quotes are leaking revenue.

Tell us how your team tracks quotes today — CRM, spreadsheet, or email — and we’ll show you where follow-ups, visibility, or automation could recover missed revenue. Want to talk about something else? That’s welcome too.

Typical starting point20-minute Lost Quote Review → find the leaks → a small pilot before any larger rollout.
Sergio Chaves, Founder & Principal of AICG Canada
Sergio ChavesFounder & PrincipalYou’ll hear back within one business day.

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