For services firms, 10–30 people
Your whole business,
in one tool that reasons.
Most services firms run on ten SaaS tools that don't talk to each other. CCD Suite is one tool that does. CRM, projects, finance, HR, content, SEO, and more — all native, all reasoning over a shared knowledge graph. Ask questions nobody else's stack can answer.
9 modules · 14 AI agents · one knowledge graph
Which clients haven't I contacted in 30 days but still have open projects?
02 · How it works
Three steps. No tab tour.
- 01
Move your business in.
Import contacts, deals, projects, tasks, invoices, and team data from HubSpot, QuickBooks, Asana, Google Workspace — whatever you're running now. CCD becomes the source of truth from day one.
- 02
Ask the question that crosses modules.
“Which of my late invoices are on stalled projects?” “Who’s overloaded this month?” The agents reason across your CRM, projects, and finance in one pass — the answer comes back in seconds, with evidence from the graph.
- 03
Act without the tab tour.
Accept a suggested email draft. Flag a deal. Reassign a task. Every write pauses for your confirmation. The agent does the lookup; you still decide.
03 · Who does the thinking
14 agents. One reasoning layer.
The agent stack is three tiers deep. Simple lookups route to cheap fast models. Complex reasoning escalates. You pay for the depth you use.
DeepSeek · Gemini 2.5 Pro · Claude Sonnet 4 · routed per query
- Orchestrator
- Reads the question, picks the path, coordinates the work.
- Team leads
- Eight of them. CRM, Projects, Finance, HR, Content, SEO, Social, Portal. Each owns a domain.
- Specialists
- Narrow experts called in when a team lead needs depth — budget reconciliation, contract review, pipeline scoring.
04 · The layer underneath
One graph. All nine modules.
Every contact, deal, task, invoice, and employee becomes a node. Every relationship becomes an edge. The agents search and traverse the graph to answer questions that would take you twenty minutes of tab-switching.
The graph is Postgres + pgvector. Auto-sync triggers keep it current on every write. Semantic search finds entities by meaning; traversal finds the relationships between them.
// agent traversal for the hero query
search_business_graph({
query: "clients not contacted in 30 days",
types: ["Client"],
filter: { last_contacted_at: { older_than: "30d" } },
});
explore_entity_relationships({
node: "Client",
edge: "HAS_PROJECT",
where: { project.status: "open" },
});
// → 3 nodes, 3 edges, 1.4s05 · Bring your data
Move in once. Own your data.
CCD Suite is your operational stack — CRM, projects, finance, HR, and the rest. That means migration, not sync-forever. We pull your existing data in so the graph has something to reason over. A handful of things legitimately live outside — email, calendar, Slack — so we wire those in live.
Data importers
one-time migration- HubSpotCRMLive
- SalesforceCRMLive
- QuickBooksFinanceLive
- StripeFinanceLive
- XeroFinanceQueued
- AsanaProjectsLive
- Monday.comProjectsQueued
- BambooHRHRQueued
- CSV · Google SheetsUniversalLive
Live connections
ongoing wiring- Google WorkspaceEmail / calendar / drive
- Microsoft 365Email / calendar / files
- SlackNotifications + agent replies
- StripePayment events
Don't see yours? Tell us what you need. New importers ship in days, not quarters.
06 · Pricing
Flat per seat. AI at cost.
No per-agent markup. No per-query micro-metering. You pay to use the product; model costs pass through at our provider rate.
Design partner
For the first five operators willing to load their own data and tell us what breaks.
- Full product access
- One hour of white-glove onboarding
- Direct line to the founder
- Cancel any time, no obligation
Operator
For services firms of 10–30 people who want the reasoning layer without per-agent pricing games.
- Unlimited cross-domain queries
- All 9 modules, all 14 agents
- Bi-directional integrations
- Usage-based AI model costs at cost
Scale
Custom data residency, SSO, audit export, and a named engineer on your shared channel.
- Dedicated tenant
- SOC 2 report on request
- Custom integrations
- SLA + incident playbook
Stop tab-touring your own business.
Ask it something instead.
Five design-partner slots left before general access opens.