GKaia clients 4.9/5 stars

AI implementation for SMB teams

Turn AI into useful work in weeks

Kaia guides your team from AI discovery to connected agents, then stays close as workflows improve.

Overview / Exec Dashboard
Active agents12
Connected apps10
Approval rate94%
Hours saved61

Growth roadmap

PlanQ2
AI readiness audit
HubSpot follow-upCRM follow-up
Weekly finance check
Inventory exception
Meeting prep

Scenario comparison

DriverBaseAgent rolloutLead response4.2h11mInvoice review3.5h54mCRM updates8.1h2.6h

Trusted by operators turning AI pilots into real workflows

Turn AI plans
into agents

"Guided AI agents for everyday SMB workflows"
Overview / Exec Dashboard

Top Line

DriverBaseAI assistedVarianceNew qualified leads186214+15%Support escalations4231-26%Open quotes$118K$141K+$23KWeekly admin hours6428-56%
Forecasted follow-up work is down 56%

Kaia found repeatable steps across email, CRM notes, and task creation.

Monthly forecast & agent work

DriverOwnerStatusNext runInvoice prepFinanceApprovedMon
Agents / Approval review

Base vs. delegated work

SearchBaseAI agent rolloutHuman review
DriverBaseAgent rolloutVarianceLead response4.2h11m-96%Invoice review3.5h54m-74%CRM updates8.1h2.6h-68%
Overview / Exec Dashboard
Active agents12
Connected apps10
Approval rate94%
Hours saved61

Growth roadmap

PlanQ2
AI readiness audit
HubSpot follow-upCRM follow-up
Weekly finance check
Inventory exception
Meeting prep

Scenario comparison

DriverBaseAgent rolloutLead response4.2h11mInvoice review3.5h54mCRM updates8.1h2.6h
Sales / Sales Dashboard

Sales Forecast

DriverAgent formulaDec '25Jan '26Lead response - HubSpotNew contactLast reply1.4K1.5KTotal Sign-upsHubSpotGmail383418Qualified repliesCRM fit score154168Closed Won CountAll timelast month4851New Pipeline $Monthly pipeline$1.6M$1.7MNew RevenueForecast target$2.14M$2.3MAverage Contract ValueLast month$33.5K$34.1KWin RateClosed won / replies55%54%
Gross Pipe vs. ARR forecast
Weighted Pipe vs. ARR forecast
Overview / Exec Dashboard

Top Line

DriverBaseAI assistedVarianceNew qualified leads186214+15%Support escalations4231-26%Open quotes$118K$141K+$23KWeekly admin hours6428-56%
Forecasted follow-up work is down 56%

Kaia found repeatable steps across email, CRM notes, and task creation.

Monthly forecast & agent work

DriverOwnerStatusNext runInvoice prepFinanceApprovedMon

Act on shared intuition

Drive aligned decisions with unified context from your tools, files, and approval rules.

Sales / Sales Dashboard

Sales Forecast

DriverAgent formulaDec '25Jan '26Lead response - HubSpotNew contactLast reply1.4K1.5KTotal Sign-upsHubSpotGmail383418Qualified repliesCRM fit score154168Closed Won CountAll timelast month4851New Pipeline $Monthly pipeline$1.6M$1.7MNew RevenueForecast target$2.14M$2.3MAverage Contract ValueLast month$33.5K$34.1KWin RateClosed won / replies55%54%
Gross Pipe vs. ARR forecast
Weighted Pipe vs. ARR forecast
Agents / Approval review

Base vs. delegated work

SearchBaseAI agent rolloutHuman review
DriverBaseAgent rolloutVarianceLead response4.2h11m-96%Invoice review3.5h54m-74%CRM updates8.1h2.6h-68%
Overview / Exec Dashboard

Top Line

DriverBaseAI assistedVarianceNew qualified leads186214+15%Support escalations4231-26%Open quotes$118K$141K+$23KWeekly admin hours6428-56%
Forecasted follow-up work is down 56%

Kaia found repeatable steps across email, CRM notes, and task creation.

Monthly forecast & agent work

DriverOwnerStatusNext runInvoice prepFinanceApprovedMon

Create clarity

Turn operational playbooks into agents with clear instructions and evidence.

Align every team

Share agents across workspaces while keeping each connection permissioned.

Win the next check-in

Show what ran, what changed, and what still needs a human decision.

Honest reviews--the good and the bad

"Onboarding is#REF!useful"

A real customer named Mia

MMia ChenCOO, Northline
Kaia helped us move from AI experiments to agents our team actually trusts every week.
SSam OrtegaFounder, Bright Foods
The onboarding was the difference. They found the right use cases before we connected anything.
PPriya RamanFinance Lead, Mason Ops
Approval controls made it possible to give agents useful access without making the team nervous.

Lead response agents

Create reply and task workflows tied to CRM, inbox, calendars, and pipeline context.

Finance approvals

Review invoices, reconcile customer context, and route sensitive actions for approval.

Ops variance review

Spot gaps across tools with agent-written summaries and human-readable audit trails.

One-click agent handoff
How Kaia works

30+ integrations and counting

Connect the apps SMB teams already use before agents take action.

Fast track to useful AI

Start with a practical audit, connect the systems that matter, and build agents with a Kaia operator beside you.

Talk to a human
01Audit

Find the right work first

Identify the best applications of AI, connect the sources that matter, and rank them by value, risk, and feasibility.

1-week average
02Build

Launch reliable agents

Create agents for selected workflows, test them with real examples, and tune their behavior around your team.

2-4 week average
03Support

Stay supported

Keep improving agents through check-ins, new integrations, and workflow changes as the business evolves.

Ongoing