AI workflows, built for you, owned by you.

Most businesses rent their automation and still do the work. We build it instead, a social engine that learns what performs, CRM automation, and agents that draft and act, all yours after we leave.

5 to 10+ hrsper person saved weekly
$130Ksaved and reallocated, month one
2 clientsclosed in 60 days
70%+subscription tools replaced
BERMO. · a CRM that fills itself inLive
Social media workflow

Content that ships itself, in your voice.

Brain dump to drafted post to scheduled, with your voice rules and brand templates baked in. You approve, it publishes.

  • AI visibility and social analytics on one screen
  • Drafts written in your voice, never generic AI voice
  • One approval step. Nothing goes out without you
  • It analyzes what performs and learns what to make next
Schedule a demo
Shadow Why did reach dip last week? You posted 2x instead of 4x, and after 6 PM. This week's schedule already fixes it.
The pipeline: your brand voice loads, the AI agent drafts your week, you approve in one tap, it auto-publishes to LinkedIn, Instagram, TikTok, X and YouTube

Your brand voice → the agent drafts → you approve → it publishes. Every step on record.

CRM workflows

A CRM that fills itself in.

We do not just connect a CRM, we build the one your business actually runs on. One home screen, automated end to end.

  • Meetings transcribed, minutes drafted, filed to the right project
  • An agent that reads completed work and writes the record for you
  • Emails captured, enriched, and routed, no data entry
  • Your only job: one approval queue
Schedule a demo
The command center

One place your business actually runs on.

A custom CRM with the agents built in. Here is the one we run ourselves, and the kind we build for clients.

Search anyone, any company, a skill, a location, a memory...
Snap a cardPrep scan
Command Center
Everything live, in one place. Tap any number to jump to the list.
ClientsCompaniesCandidatesProjectsJob OrdersRevenue
Active clients
7
this quarter
Active projects
5
in progress
Gap scans
12
last 30 days
Send-outs
4
in motion
Open job orders
3
Revenue in progress
$78K
9 invoices open
Active projects
Vantage Labs — Website rebuildSaaS · Solo · due Aug 15
Brightwave — Brand refreshConsumer · Pod · due Sep 1
Atlas Logistics — AI workflow buildLogistics · Consulting · due Jul 30
Client pipeline — meetings set
Jul 9Vantage Labs
with Priya Shah, Head of Growth
why: wants a CRM + outreach engine
Jul 11Brightwave
with Marcus Lee, Founder
why: brand refresh + new site
Jul 15Atlas Logistics
with Dana Park, VP Operations
why: AI workflows for ops

A BERMO command center, shown with demo data. We build this same workspace, shaped to how your team works.

Read the CRM and AI workflows guide →
Snap a card
A photo becomes a contact, no typing
PRIYA SHAHHead of GrowthVantage Labs
Added to CRM ✓
NamePriya Shah
CompanyVantage Labs
Emailpriya@vantagelabs.io
Brain dump
Talk like a human, AI files it to the client
DUMP
"met priya at the conference, head of growth at vantage labs, wants a CRM + outreach engine, follow up tuesday"
✦ sorted
Contact: Priya Shah · Vantage Labs
Need: CRM + outreach · Task: follow up Tue
SAVED TO FILE
VLVantage LabsClient · Active
ACTIVITY & NOTES
NOTEWants a CRM + outreach engine. Met at the conference.
Linked: Priya Shah · follow up Tuesday
Ask BERMO AI
Recalls, and digs past your CRM
RECALL
Brightwaveproposal sent 8 days ago, no reply
Quill & Codemo last week, went quiet
RECALL + WEB
Proposed a $30K CRM + outreach buildfrom your notes, 2 weeks ago
FOUND ON THE WEBPriya's past role was not in your CRM. Online: former Growth Lead at Cloudbase.
📎Meeting Vantage Labs. What did we propose, and where did Priya work before?Send
Deep enrich
One domain, the whole picture (Apollo)
Enrichingvantagelabs.io
IndustryB2B SaaS
Size~120 employees
FundingSeries B · $18M
StackHubSpot, Stripe, AWS
Buyers3 decision makers found
27 signals pulled from one URL ✓
Outreach at scale
From your client list to personalized emails
CLIENTS
Clients (3)
Vantage LabsActive3
BrightwaveActive2
Atlas LogisticsActive2
SELECT
Vantage LabsPriya Shah
BrightwaveMarcus Lee
Atlas LogisticsDana Park
3 selected · each written by name and company
PERSONALIZED
To: priya@vantagelabs.io
Hi Priya, great meeting you. A few quick ideas for Vantage Labs and the outreach engine we talked about.
3 drafts ready · logged to each timeline
Gmail, into the CRM
An email lands, it files itself
GMAIL
Inbox1 new
Priya Shahre: the CRM proposal
noreplyWIN $$$ act now!!!
Marcus Leedemo times next week?
newsletterweekly digest
IN THE CLIENT FILE
VLVantage LabsClient · Active
ACTIVITY & NOTES
EMAIL · AUTO-LOGGEDPriya Shah: re: the CRM proposal
Filed to Vantage Labs · spam left in Gmail
Proposals on command
Ask in the chat, get a sent PDF
TYPING
BERMO AI is ready. Ask it anything about your CRM.
DONE
Brightwave agreed to the rebrand. Update the proposal from my template and make the PDF.
Updated from your template ✓
PDF
Brightwave_Proposal.pdfBrand refresh · $28K
Saved to Brightwave's file ✓
📎Brightwave agreed. Update the proposal and make the PDFSend
Chatbots and agents

Ask in plain words. It does the work.

The scan engine on this site is one of ours. We build agents that answer, qualify, book, and draft real deliverables from your own notes and files.

  • Site chat that qualifies and books, not just answers
  • Internal agents that pull your call notes and draft the proposal
  • Guardrails set by you. The human stays in charge
BERMO. AI · Ask Shadow
Meeting a new client at 2. Remind me what we covered and what they need?
Here is the quick read:
  • They want a website rebuild plus AI visibility
  • Their gap: buyers cannot tell what they do in 5 seconds
  • Budget signal is mid, and they want it phased
  • They asked for a proposal with pricing
Can you draft me a proposal? Use the notes transcribed from the client call to get pricing, and send me a PDF.
On it. Pulling the call notes, building the proposal at your standard rates, and dropping the PDF in your inbox.

What each workflow replaces.

Not features. Headcount math. Every workflow does a job you would otherwise hire for, wait on, or do yourself at midnight.

Social engine

A social media manager plus a scheduling tool

Drafts your week in your voice, you approve, it publishes itself and learns from every edit. 5 to 10 hours a week back, measured.

CRM automation

An operations assistant

Captures, enriches, and routes every lead, flags follow-ups before deals go cold, and writes the record so nobody does data entry.

Outreach agent

An SDR seat

Sources, researches, writes, sends, and reads the replies. A junior BDR that never forgets a follow-up and never sends a claim it cannot prove.

Gap Scan

A junior consultant's research week

Researches your business across every dimension a buyer sees and ships a client-ready diagnosis in minutes, not weeks. It never guesses a number.

We run our own business on these. Every workflow above powers BERMO. daily, then gets built custom for clients who own it outright. Every week without one is a week of missed follow-ups and hours you paid for twice.

Plugs into what you already use
Two-way sync, every few minutes. A few of 30+ integrations:
HubSpot Gmail Slack Stripe Notion Zapier Meta Google Analytics +30 more

What would you automate first?

The free gap scan finds where the hours and the revenue are leaking, then we build the workflow that closes it.

Schedule a demo

Questions founders ask

Do I own the automation, or is it another subscription?

You own it. BERMO builds the social engine, CRM workflows, and chatbots on your accounts and your tools, then hands you the keys. You keep the system after we leave, and it replaces repetitive work, not human relationships.

How much time does AI automation actually save?

Measured on a real client: 5 to 10 hours back every week from social media automation alone. The point is not the tool, it is the hours going back into selling and delivery.

What should I automate first?

Whatever is leaking the most hours or revenue, which is exactly what the free gap scan finds. For most founder-led companies it is social content, follow-up in the CRM, or the repetitive asks a chatbot can draft and act on.

Will it sound like a robot wrote it?

No. The systems are trained on your voice and learn from what actually performs, and you approve what goes out. The voice stays yours.