AI-Powered CRM Integration for B2B

We plug revenue leaks for B2B companies.

Liquid Technology Solutions brings the technology that puts your organization in sync with itself and your customers — AI that meets your buyer where they are, wired into the back-office automation that turns every conversation into revenue. Typical lift: 20%+ web conversion, 5 hours/week back per employee.

Or just ask our AI agent
Quid, a custom AI sales agent, mapping a B2B product catalog across holographic screens
Front Door & Back Door

Two kinds of leaks. Both bleed your business.

Most leaky businesses have both. Most consultants only fix one. The leak at your front door is usually caused by the same root issue as the leak at your back — which is why we built two practices under one roof.

Custom AI Sales Agents for website conversion optimization on complex B2B catalogs. CRM augmentation with AI lead scoring, marketing automation, and workflow intelligence — built on the platform that fits your business, or the one you already pay for.

Infographic: The Problem — missed opportunities leak at the front door, cash leaks out the back. The Solution — CRM, AI, and Automation working in sequence. The Results — 23%+ lift in sales, 5–7 hours saved per employee per week.
Front Door

Opportunity leaks

Where buyers walk away before they buy.

  • ●Confusing catalogs that bury the product they need
  • ●Configurators that need an engineer to use
  • ●Slow quote responses that lose the deal to a faster shop
  • ●Inquiries sitting in someone's inbox past 24 hours
  • ●Buyer questions at 11pm with nobody on the other end
We plug these with
AI →
Back Door

Cash leaks

Where revenue gets eaten by waste before it ever lands.

  • ●Reps copying data between five systems
  • ●Estimators retyping every incoming RFQ
  • ●Marketers updating spreadsheets that should run themselves
  • ●Quote-to-cash that takes a person at every step
  • ●Manual reporting that nobody reads anyway
We plug these with
CRM →
The Buoyancy Quiz · 2 minutes

Are you running your business — or is it quietly running you?

Ten honest questions that score where your business is floating and where it’s quietly taking on water — cash flow, lead follow-up, delivery, and whether the whole thing runs on systems or on adrenaline. Most owners find out in two minutes what’s been nagging them for two years. It’s free, it’s fast, and the only bad move is not knowing.

  • ●Whether your cash flow is predictable — or a monthly surprise
  • ●If every lead actually gets a follow-up, or quietly slips away
  • ●Whether your systems run as one, or just pile up on each other
  • ●If the business could run for a week without you in the middle of it
Take the Buoyancy Quiz

Free · Ten questions · Your score in two minutes

Two Arms. One Studio.

Front door. Back door. We plug both.

Our work splits into two practices that solve opposite ends of the leak — and that’s deliberate. Customers hire one, discover the other, and stop juggling vendors.

Internal friction

CRM

Augment your CRM. Don't replace it.

Already running a CRM? We layer AI lead scoring, follow-up drafting, and workflow automation on top of what you already pay for. Starting from scratch or from spreadsheets? We scope the revenue motion first, then recommend the platform — Zoho One more often than not, HubSpot or GoHighLevel when they fit better. Either way: integration, automation, and the AI layer your ops team has been asking for.

  • ●CRM implementation + migration (Zoho, HubSpot, GoHighLevel)
  • ●Marketing automation & campaigns
  • ●AI lead scoring & follow-up drafts
  • ●Billing & quote-to-cash automation
  • ●LinkedIn, Gmail, Calendar integrations
  • ●Reporting & executive dashboards
Explore CRM
External friction

AI

Custom AI agents, configurators, and SaaS products.

AI agents and configurators that meet your buyer where they are — at 11pm on a Tuesday, with a half-finished spec — and walk them to the answer. End-to-end builds shipped in 2–6 weeks, on Vercel, with the marketing engine wired in from day one.

  • ●Buyers configured and qualified at 11pm
  • ●RFQs read and quoted in minutes, not hours
  • ●Proposals drafted from your data, same day
  • ●Leads scored so reps work the top 20%
  • ●Support answers pulled from your real docs
  • ●Full SaaS products built from scratch
Explore AI
What we build

Agentic AI that understands your buyer’s context, acts on it, and makes every conversation feel like it was handled by someone who actually cares.

Proof

What clients say

The ideal AI Chat Agent simply didn't exist — so Peter designed and built a prototype tailored specifically to our needs. To say our team was impressed would be an understatement. The tool is now being implemented as a core feature of the new website.
Marriner Marketing
David Melnick
EVP, Brand Integration, Marriner Marketing
I brought in Peter to get a CRM actually working for the business, not just installed — he rebuilt the workflows, cleaned up the data structure, and saved hours per employee per week. A CRM people actually use.
Kore Strategies
Yong Kim
Founder, Kore Strategies
Why Us

Most agencies ship the tool. Most consultants ship the strategy. We ship both, in the same engagement.

Technology

We architect the stack — your CRM, Claude, Stripe, Supabase, Vercel — and write the code that ties it together. Not slides about what someone else could build.

Business

Two decades of running B2B revenue functions across SaaS, manufacturing, financial services, and federal contracting. The friction we remove is friction we’ve lived inside.

Marketing

Tech that doesn’t generate pipeline is decoration. Every build is wired to your CRM, your campaigns, and your sales motion from day one — because that’s where the top line lives.