Sales Operations
Today
After the takeover
Your own CRM. Agents enrich, score and draft every follow-up for a person to approve.
AI Takeover: Replace SaaS With AI You Own.
We replace the software subscriptions and manual cost centres that run your company with custom software, AI agents and integrations you own, built across several AI providers, never just one.
Three engagements in 2027. Annual, from $100,000.
CRM seats40 seats
$6,000/moReplacedProject management120 seats
$2,400/moReplacedDocs and wiki120 seats
$1,200/moReplacedHelp desk25 seats
$2,875/moReplacedBI dashboards30 seats
$2,100/moReplacedWorkflow automationtask plan
$1,800/moReplacedYour AI system
Owned by you. Built and run by Dart.
Model router
- CRM and pipelineLive
- Finance and reportingLive
- Support agentLive
- Operations commandLive
- Knowledge and docsLive
- Automations and agentsLive
Accounting add-ons3 entities
$900/moReplacedHR and attendance120 people
$960/moReplacedScheduling and forms60 seats
$720/moReplacedEmail marketing50,000 contacts
$1,350/moReplacedWebsite chatbotper resolution
$1,500/moReplacedManual reporting160 hours
$6,400/moReplacedIllustrative example for a 120-person company. Costs are examples, not a quote. AI logos are trademarks of their owners.
We Took Over Our Own Company First.
Before we offered it, we did it to Dart. We run on Growth Hub, the system we designed and built ourselves: our CRM, pipeline, finance and team operations, with AI inside each one.
crm.dartmarketing.ai
HomeEmails, LinkedIn, deals to update, tasks and meetingsSearch companies, people, dealsCtrl KEmailNew deal
Good Morning, Umair.
Monday 12 October. Waiting on you: 2 deals past due, 2 meetings.
Emails
2replies waitinginLinkedIn
4replies waitingDeals to update
72 urgentTasks
93 overdueMeetings
2today and tomorrowEmails2replies waiting on you, newest first
- Dana WhitfieldRe: Website and SEO retainer. Can we start in November?
- Marcus BellRe: Proposal. Two questions on the reporting cadence
Deals to update7open deals missing a date, a next step or a recent touch
- NW$4,800Update+3d+7d
Northwind WaterWebsite and SEO retainerProposal
Follow-up overdueQuiet 9dnext: send revised proposal
- CR$6,500Update+3d+7d
Cedar Ridge HealthPaid social, Q1Negotiation
No close datenext: pricing call Thursday
- HFUpdate+3d+7d
Halcyon FreightBrand refreshReplied
No next step
- KC$5,000Update+3d+7d
Keystone ClinicsFull-stack Growth planMeeting booked
Meeting in 2 daysnext: discovery call
Sample data. Names and companies are fictional.
What it replaced
Inbox triage, scattered task lists and the weekly meeting about who is waiting on what.What it does
Each morning it shows every person their replies, the deals to update, tasks and meetings, in one place.What changed
Nothing waits quietly: every deal without a date, a next step or a recent touch is flagged.crm.dartmarketing.ai/pipeline
PipelineReplied, meeting booked, proposal and negotiation: what can closeSearch companies, people, dealsCtrl KEmailNew deal
Open pipeline$84k18 deals
Qualified pipeline$61k72% of the $85K target
Weighted forecast$38kby stage probability
Commit$29kbest case $47k
Closing this month$16,5002 deals due
Needs attention5overdue, no next step or no close date
BoardAll regionsAll stagesAll ownersAll sourcesSort: last touch18 deals
Replied2
Meeting booked1
Proposal2
Negotiation2
Ridgeline Labs moved to Closed wonDelivery project created from the Retainer kickoff template. 14 tasks assigned, kickoff Thursday.
Sample pipeline. Companies are fictional.
What it replaced
The pipeline, projects and docs we used to run in a third-party workspace tool.What it does
Every deal by stage, owner, region, campaign and source, with a weighted forecast and a commit number.What changed
Closed won now creates the delivery project and its tasks on its own.crm.dartmarketing.ai/finance
FinanceIncome statement, balance sheet, receivables, payroll and costsSearch companies, people, dealsCtrl KEmailNew deal
Overview
Sample company books. All entities consolidated.
OverviewIncome statementBalance sheetReceivables12ClientsTeam and payrollSubscriptionsInvoices and quotesLedger
This monthLast 3 monthsThis yearLast 12 monthsAll time2026 so far, compared with the same period last year
Cash position$412k6 bank accounts
Receivables$61.3k12 invoices outstanding
Revenue received$930kup 18% on last year
Operating costs$566kup 9% on last year
Net profit$364kup 22% on last year
Profit margin39.1%on received revenue
Outstanding receivables$61.3k across 12 invoicesView all
0 to 30 days$31.2k5 invoices
31 to 60 days$14.8k3 invoices
61 to 90 days$8.9k2 invoices
Over 90 days$6.4k2 invoices
Oldest outstanding
- HWHarbor WellnessWebsite build, phase 2Stalled96d$4,200
- PLPolaris LogisticsPaid media, AugustSent74d$2,200
- SMSummit MarketsInvestor deckSent63d$2,700
Sample figures for illustration. Not Dart's financials.
What it replaced
Spreadsheets, and an accounting suite that would have needed a separate subscription for each of our three entities.What it does
Income statement, balance sheet, receivables by age, payroll, subscriptions and the ledger, in one place.What changed
Every entity sits on one ledger. An overdue invoice shows up by age the day it slips, not at month end.crm.dartmarketing.ai/command
Command CenterClock-in, end-of-day reports, leave and KPIsSearch companies, people, dealsCtrl KEmailNew deal
Clocked in14 of 16
On leave1
End-of-day reports9 of 16
Outreach today186
Team todayMonday 12 October
- SRSana RaufDesignEOD sent
- LMLeo MartinsVideoEOD sent
- AKAreeba KhalidSocialClocked in
- DPDaniel PriceWebLate
- ISIqra SaeedContentOn leave
- FAFaraz AhmedPaid mediaClocked in
KPI leaderboardOctober
- 1FAFaraz AhmedSeven-day streak940
- 2SRSana RaufEvery EOD on time905
- 3LMLeo Martins870
- 4AKAreeba Khalid820
Latest end-of-day reportstoday
- SRSana RaufFinished the Apex Foods packaging mockups, sent for review. Tomorrow: social templates.
- LMLeo MartinsCut two 15 second ads for Northwind Water, captions in English and Arabic.
Sample team data. Names are fictional.
What it replaced
Attendance sheets, end-of-day emails and KPI spreadsheets.What it does
Clock-in, end-of-day reports, leave, KPIs and team scores, next to the pipeline and outreach boards.What changed
Managers see the whole team's day on one screen, instead of chasing updates in chat.- 1
system we designed and built for sales, delivery, finance and team operations: Growth Hub.
- 3
legal entities on one ledger, with no per-entity subscription.
- 0
per-seat licences for our CRM, our docs or our accounting.
- 1 day
to build our own docs, after our old docs tool went down for 11 days in August 2026.
Source: Dart internal systems, 2026.
Not A Subscription. A System You Own.
A subscription rents you one vendor's tool. AI Takeover gives you several model subscriptions, the integrations between them and the custom software on top, built for how your company works.
Your teams
SalesFinanceOperationsSupportMarketingLeadership
Your software and agents
CRM and pipelineFinance and reportingOperations commandSupport agentKnowledge assistantAutomations
Model router
ClaudeAnthropicDegradedGPTOpenAIDegradedGeminiGoogleDegradedMistralMistral AIDegradedLlamaMeta, self-hostedDegradedDeepSeekOpen weightsDegraded
TaskSummarise a 40-page supplier contractClaudeRerouted. No code changed.
Your data and cloud
Your databaseYour cloud accountYour code repositoryYour API keys
Illustrative routing. Logos are trademarks of their owners.
- Several providers, never one.
Each task goes to the model that does it best. If a provider changes its price or its terms, or goes down, we change the route, not your system.
- You own all of it.
The code lives in your repository, the data in your cloud account, and the API keys are in your name. Nothing is rented back to you.
- It works with what stays.
We connect to the systems you keep, such as your ERP, Microsoft 365 or Google Workspace, Slack and your bank feeds.
What We Take Over.
We start where the money goes: the seats, the add-ons and the hours your team spends moving data between them.
Finance Operations
Today
After the takeover
One ledger across entities, receivables by age, and an analyst you can ask in plain English.
Customer Support
Today
After the takeover
A support agent trained on your own docs that answers, routes and hands over to a person.
People And Operations
Today
After the takeover
A command center with clock-in, reports, leave and KPIs on one screen.
Reporting
Today
After the takeover
Live dashboards on your own data, with a written summary checked by your team.
Knowledge And Docs
Today
After the takeover
Docs and SOPs inside your system, and an assistant that answers from them and cites the page.
Twelve Months, Four Phases.
One annual engagement. Savings start before the build is finished, because each system replaces its subscriptions as soon as it is live.
Month
123456789101112
01Audit and planMonths 1 to 2
Every tool, every cost and every workflow mapped. You sign off the takeover plan and the savings target.
02BuildMonths 2 to 7
Custom software, agents and integrations, built in two-week releases your team tests as they land.
03Migrate and switch offMonths 5 to 9
Data moved, people trained, old subscriptions cancelled one by one as each system goes live.
04Run and improveMonths 8 to 12
We run the system, watch every model and cost, and add agents where the next saving is.
Plan signed offFirst system liveFirst subscriptions cancelledAnnual review
Three Engagements In 2027.
We take on three companies a year, so the senior team that builds your system also runs it. Applications for 2027 are open now.
Annual engagement, starting from$100,000Scoped after the audit. Model subscriptions and usage up to the agreed level are included.
- AI model subscriptions across several providers, set up and managed
- Custom software built around how your company works
- AI agents with approvals, logs and guardrails
- Integrations with every system you keep
- Data migration, and the switch-off of old subscriptions
- Training for your team, then twelve months of running and improving
012027 engagementOpen
022027 engagementOpen
032027 engagementOpen
Every application is reviewed by Umair Ansari, Co-founder.
What Clients Say About Working With Dart.
Their professionalism, responsiveness, and attention to detail stood out.
Dart Marketing has increased Birchtech's social media engagement. The team is organized, communicates updates efficiently, holds weekly meetings, and collaborates through email and messaging apps. Moreover, Dart Marketing executes tasks quickly and has a high-level collaboration approach.
The communication and synchronization of the team impressed my team and me.
What I find most impressive about Dart Marketing is the energy and drive.
Their end-to-end approach, attention to detail, and responsiveness set them apart.
Keep doing what you're doing.
We were extremely satisfied with their work.
Easy communication and quality of their work impressed us.
Dart Marketing's attention to detail and professionalism are unmatched.
Dart Marketing's creativity was impressive.
1 / 10
AI Takeover Questions, Answered.
Still curious? Book a call or email info@dartmarketing.ai.
What Is AI Takeover?
An annual engagement in which Dart replaces the software subscriptions and manual cost centres that run your company with AI systems, custom software and agents that you own. We audit your stack, build the replacement, migrate your data, switch off the old tools and run the new system for the rest of the year.
How Is This Different From Buying An AI Tool Subscription?
A subscription rents you one vendor's tool on that vendor's terms. AI Takeover combines several model subscriptions, the integrations between them and custom software built for your workflows, and it is not tied to a single provider such as Anthropic or OpenAI.
Which AI Providers Do You Use?
We route each task through a model router across providers such as Anthropic Claude, OpenAI, Google Gemini and Mistral, plus open-weight models such as Llama and DeepSeek that can run on your own servers. If a provider changes its price or terms, or goes down, we change the route without rebuilding your system.
Who Owns The Software And The Data?
You do. The code lives in your repository, the data in your cloud account, and the API keys are in your name. If you stop working with us, everything keeps running.
What Does It Cost?
AI Takeover is an annual engagement starting from $100,000. The final scope is set after the audit, and the model subscriptions and usage up to the agreed level are included.
Why Only Three Clients In 2027?
Each system is designed, built and run by our senior team. Three engagements a year is the number we can deliver to the standard we run Dart on.
Will It Replace Our People?
It replaces software bills and repetitive work, such as copying data between tools and rebuilding the same report every week. Every agent that sends, pays or publishes anything waits for a person on your team to approve it.
Did Dart Really Do This To Itself?
Yes. Dart runs on Growth Hub, its own system for the CRM, the pipeline, finance and team operations, designed and built in-house with AI inside each part. The screens on this page show it with sample data.
Tell Us What Your Company Runs On Today.
- SEO that brings the right people to you
- Ads that spend smart and convert faster
- Websites built to perform, not just impress
- Social and content that builds real trust
- AI built into every service, not sold as an add-on
- One team. Every channel. Zero chaos.
Let's build something impactful together.