The Platforms We Build and Operate for Our Clients
M3 Consulting's core practice is Salesforce and Agentforce — and that will always be our primary focus. But the agentic AI landscape is expanding quickly, and our clients are asking us to help them navigate it. The platforms below represent the tools we've developed genuine operational expertise in: systems we've deployed, configured, and run in real business environments. We offer both advisory services — helping you understand where and how these tools fit — and managed services, where we set them up and operate them on your behalf.
Salesforce & Agentforce
CRM & Agentic PlatformSalesforce is the foundation of M3 Consulting's practice. We've spent 15+ years inside the platform — configuring it, optimizing it, and now deploying Agentforce to automate the revenue workflows that live inside it. We help clients get more from the investment they already have: tighter adoption, smarter automation, and AI agents that actually work within their GTM motion.
Revenue Process Automation
Automate lead routing, opportunity management, and pipeline hygiene using Agentforce agents embedded in your existing Salesforce flows.
Sales Team Enablement
Deploy AI agents that surface next-best-action guidance, draft outreach, and keep CRM data clean — so reps spend time selling, not administering.
GTM Alignment & Reporting
Build dashboards and agent-driven alerts that keep marketing, sales, and CS aligned on pipeline health, attribution, and renewal risk.
Renewal & Subscription Management
Use Agentforce to monitor contract timelines, trigger renewal workflows, and surface at-risk accounts before they become churn events.
ElevenLabs
Conversational Voice AIElevenLabs powers the AI voice agents we've built and deployed for M3 clients — including the four Conversational AI Advisors live on this site. We use ElevenLabs to create voice-first experiences that feel natural, respond intelligently, and operate 24/7. Whether you need a customer-facing voice agent, an internal knowledge assistant, or a voice-enabled workflow trigger, we can design, build, and operate it for you.
AI Voice Advisors
Deploy always-on voice agents that guide prospects through complex topics — renewals, readiness assessments, product discovery — without requiring a human on the line.
Customer Support Automation
Replace or augment Tier 1 support with voice agents that understand context, escalate intelligently, and resolve common issues in real time.
Sales Qualification & Outreach
Use outbound voice agents to qualify inbound leads, confirm appointments, and gather discovery information before a human rep engages.
Internal Knowledge Assistants
Give your team a voice-first interface to internal playbooks, CRM data, and process documentation — reducing ramp time and improving consistency.
Manus
General AI AgentManus is a general-purpose AI agent capable of completing complex, multi-step tasks autonomously — browsing the web, writing and executing code, managing files, and interacting with external systems. We use Manus to accelerate client deliverables and build operational workflows that would otherwise require significant human time. If you're looking to understand how a general AI agent fits into your business, we can help you identify the right use cases and stand up a managed deployment.
Research & Competitive Intelligence
Automate market research, competitor monitoring, and prospect profiling — Manus can browse, synthesize, and deliver structured reports on demand.
Workflow Automation & Task Execution
Delegate multi-step operational tasks — data gathering, report generation, content creation — to a Manus agent that works in the background.
Web-Based Process Automation
Automate tasks that require navigating web interfaces: form submissions, data extraction, portal interactions, and cross-system data movement.
Custom Agent Deployment
We design and operate purpose-built Manus agents tailored to your specific business processes, with monitoring and human-in-the-loop checkpoints where needed.
Claude by Anthropic
AI Reasoning & AnalysisClaude is Anthropic's AI model — and in our experience, one of the most capable tools available for tasks that require nuanced reasoning, careful analysis, and long-form synthesis. We use Claude in client engagements for document analysis, strategy development, content generation, and as the reasoning layer inside more complex agentic workflows. Claude's ability to work with large documents and maintain context makes it particularly well-suited for knowledge-intensive business processes.
Contract & Document Analysis
Feed Claude your Salesforce contracts, vendor agreements, or RFPs and get structured analysis, risk flags, and negotiation recommendations in minutes.
Strategy & Content Development
Use Claude as a collaborative thinking partner for GTM strategy, sales playbooks, and executive communications — grounded in your specific context.
Compliance & Policy Review
Analyze internal policies, process documentation, and compliance requirements against regulatory frameworks with Claude's careful, citation-aware reasoning.
Agentic Workflow Integration
Embed Claude as the reasoning layer in multi-step agentic workflows — handling the judgment-intensive steps that simpler models can't reliably perform.
Perplexity
AI-Powered ResearchPerplexity brings real-time, cited research to AI-powered workflows. We use it to keep client deliverables grounded in current information — market data, competitor moves, regulatory updates, and industry trends — without the hallucination risk of models working from stale training data. Perplexity's computer-use and agentic capabilities are also opening up new possibilities for automated research pipelines that we're actively deploying for clients.
Real-Time Market Intelligence
Automate ongoing monitoring of competitors, industry news, and market signals — with cited, verifiable sources rather than AI-generated summaries.
Prospect & Account Research
Enrich your CRM with current, accurate information about target accounts — recent news, leadership changes, funding events, and technology signals.
Regulatory & Compliance Monitoring
Stay current on regulatory changes relevant to your industry with automated Perplexity research pipelines that surface and summarize updates.
Agentic Research Pipelines
Build automated workflows where Perplexity handles the research layer — feeding structured, current information into downstream analysis and reporting agents.
OpenClaw (Moltbot)
Personal AI Computer AgentOpenClaw (formerly Moltbot) is an open-source AI agent that runs directly on your own devices — giving you the power of a computer-use AI agent without routing sensitive data through third-party cloud infrastructure. We're actively developing operational expertise with OpenClaw for clients who need agentic automation but have data residency, security, or privacy requirements that make cloud-based agents impractical. If you're exploring on-premise AI agent deployment, this is a platform worth understanding.
On-Premise Agentic Automation
Deploy AI agents that operate entirely on your own hardware — no data leaving your environment — for sensitive workflows that can't touch external cloud services.
Local Email & Calendar Automation
Automate email triage, meeting scheduling, and follow-up workflows using an agent that runs locally and integrates with your existing tools.
Desktop Process Automation
Replace repetitive desktop tasks — data entry, report generation, application navigation — with an agent that operates your computer the way a human would.
Secure Enterprise Deployment
We help organizations evaluate, configure, and operate OpenClaw in environments where data sovereignty and security requirements rule out cloud-first alternatives.
You don't have to figure this out alone
Whether you're trying to understand which of these platforms belongs in your stack, or you need a partner to set them up and keep them running, we're here to help. We work with clients in two ways: as advisors who help you make the right decisions, and as operators who build and manage these systems on your behalf — so your team can focus on the work that matters.