CRM that writes itself
A rep finishes a call and types one prompt. The system creates the contact, logs the opportunity, builds the follow-up sequence, schedules the demo invite, and notifies the project manager. No form fields.
← All Services
AI integration
AI Integration
What becomes possible when AI is built into the workflow
Not a chatbot on a website. AI designed into the actual workflow, removing entire categories of manual work.
Response within 24 hours · Leesburg since 2014
Three workflows already described on Hart Apps services
Document intake that runs itself
Invoices arrive as PDFs throughout the day. The system extracts line items, matches them to open purchase orders, flags mismatches, approves clean items, and posts them to accounting. No keyboard between arrival and approval.
Staff assistant that knows the policy
An employee asks about onboarding a subcontractor. Instead of digging through shared drives, they get a sourced answer from the current policy docs, contract clauses, and last compliance update, with citations.
Used on this site: the AI Discoverability Layer at /llms.txt, /ai/*.json, /api/catalog, and /api/discover — the same GEO pattern Hart Apps ships on marketing sites.