Generate proposals, statements of work, and client reports from your real data.
A grounded generator that pulls from CRM, project tools, and your past work to draft proposals and reports a senior team would actually send.
What this label means: A working demo you can try. Shows behavior we can adapt to your team's data and tools.
Proposals and reports eat senior time. Templates feel generic. Junior drafts need heavy rewrites. The ones who can write them well are also the ones doing the work.
Discovery notes, CRM, project data, past wins, pricing rules — fetched into one brief.
Outputs follow your structure, tone, and guardrails. No purple AI prose.
A senior reviewer sees diffs, suggested edits, and assumption flags before send.
Win/loss feeds back so the generator improves on what actually closes.
This demo turns into a real system through one of these engagements.
Triage, classification, drafting, summarization, data extraction, routing, follow-up. The unglamorous work that eats your team's day. We automate it with AI plus humans where it matters.
Read service →We design and build software where AI is not a feature bolted on, but the core of how the product works. Web apps, native mobile, and desktop tools — engineered to run in production, not just to demo well.
Read service →We connect modern AI to the systems you already run on — HubSpot, Salesforce, Notion, Slack, Google Workspace, your ERP, your custom internal app — so the automation lives where the work happens.
Read service →This is a demo of an architecture we can adapt for you. Tell us your tools and workflow and we will scope what an Ideaplexa-built version looks like — timeline, integrations, and what stays a human decision.