Case Studies
AI products we've built for companies in healthcare, real estate, logistics and software. We name the industry and keep the company private.
Logistics CRM software
A Voice AI Sales Agent for a Moving-Company CRM
A company that makes CRM software for moving companies wanted an AI agent to take inbound sales calls for its reps. We built a voice agent that takes the call, gathers the details of the move and sends the estimate and survey links from the CRM.
- Answers sales calls on behalf of the human reps
- Gathers the move details from the caller
- Sends estimate and survey links straight from the CRM
- Writes a summary of each call into the CRM
- Reporting and analytics on calls
Built with: Twilio Studio, React, Java
Healthcare
A Voice Assistant That Helps Patients Describe Symptoms
A healthcare company wanted patients to explain how they feel by talking, in their own words. We built a mobile voice assistant that asks follow-up questions about each symptom and helps patients find nearby clinics and hospitals.
- Talks with patients by voice in a mobile app
- Asks follow-up questions about each symptom
- Lets patients add a photo, such as a skin rash
- Lists possible causes for the patient to raise with a doctor
- Finds nearby clinics and hospitals
Built with: OpenAI language and text-to-speech models, Python, Django, LangChain, Flutter
Real estate
A Chatbot That Recommends Homes on a Property Portal
A real estate portal wanted visitors to find homes by describing what they need. We added a chatbot that learns what each buyer or seller is looking for, recommends listings and explains the home-buying and mortgage process.
- Recommends properties from what the visitor describes
- Searches listings in conversation
- Walks buyers through the home-buying process
- Explains how mortgages work
- Answers questions about property values
Built with: OpenAI language and embedding models, .NET Core, React, MongoDB
Knowledge management software
Chatbots Built From a Company's Own Documents
A knowledge management software company wanted its users to ask questions of their files and get answers back. We built a tool that turns documents, spreadsheets, audio and video into chatbots that answer from that content.
- Reads PDF, Excel and Word files, plain text, audio and video
- Transcribes audio and video so they can be searched
- Separate chat rooms, each with its own history
- Trains a custom model for each bot
- Embeddable chat widgets
Built with: OpenAI language, embedding and text-to-speech models, React, Python, shadcn/ui, Supabase
Meeting software
Meeting Summaries With Sentiment Analysis
A meeting software company wanted its users to leave every call with a summary and clear next steps. We built a tool that records a meeting or takes an uploaded recording, transcribes it in several languages and writes the summary and report.
- Records and transcribes meetings automatically
- Transcribes in several languages
- Summarizes each meeting by topic
- Reads the sentiment of the conversation
- Writes an AI report after each meeting
Built with: OpenAI Whisper speech recognition, Python, Flask, JavaScript
CRM software · Our own platform
SageVerta, Our Automation and Chatbot Platform
SageVerta is our own platform for automating business operations. It puts automation workflows, custom chatbots, voice AI and a CRM in one place, so a business can run its follow-ups and customer conversations from the same system.
- Automation workflows
- Custom chatbots
- Voice AI
- A CRM with pipelines, funnels and reporting
What Our Clients Say
“An integral part of Crown's business dev team.”
McCarthy's has become an integral part of Crown's business development team providing tools and advice that has significantly scaled up our new business generation.
Christopher A. JohnsonCFA, Crown Capital Partners “McCarthy's workflow provides measurable accountability.”
Most marketing firms offer little to no workflow or accountability from marketing to sales. McCarthy's workflow provides obvious measurable accountability.
Dan CloutierOnsite Power Partners “They will exceed your expectations.”
The team makes my job easy when it comes to executing current workloads and strategizing on our future initiatives. They will exceed your expectations.
Jordan DomelleBMW Grand River
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