Business Challenges that Initus Solves

Inefficient Search of Internal Systems

Eliminate communication bottlenecks and instantly access live data from your CRM, ERP, and documentation systems with natural language queries via a Chatbot interface.

See How We Solve This Challenge

The Friction of Relying on Manual Search

Manual data retrieval and cross-departmental communication slow down critical business cycles, leading to lost time, delayed decisions and missed revenue opportunities.

Lost Sales Velocity

Sales reps often need immediate confirmation on inventory, pricing, or customer history during a live meeting.

• Delays create friction and kill deal momentum.
• Reliance on calling or emailing colleagues slows the entire pipeline.

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Financial Reporting Delays

Accountants and managers require instant, accurate account balances or revenue figures to answer executive questions.

• Complex ERP navigation consumes valuable time during period close.
• Decision-making is stalled waiting for manual data retrieval.

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Lack of Context & Reliability

Generic search tools fail to understand industry-specific terminology or company methodologies.

• Employees get irrelevant results or have to reformulate complex queries.
• Information obtained can be unreliable due to incomplete searches.

Our Solution

InitusGPT
The Conversational Intelligence Solution

InitusGPT transforms fragmented data into instant, actionable insights. By connecting to your core systems, it provides immediate answers, executes tasks and captures invaluable organizational learning.

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InitusGPT for Sales Representatives

InitusGPT is a chatbot/virtual assistant that can be deployed to execute queries and tasks based on chat prompts, and to capture search queries and response data for analysis.

InitusGPT Capabilities & Outcomes

Eliminate communication bottlenecks and manual data retrieval by empowering your team to query live CRM, ERP, and internal systems through a secure, natural language interface.

Key Features & System Connections

• Intelligent Data Retrieval via Chat: Ask any question in natural language (e.g. “What is my revenue for X product?”) directly through the chatbot interface. The AI interprets, reads live data, and provides the answer immediately.

• Pre-built System Connectors: We have ready-to-use connections for NetSuite, Salesforce, Wrike, and Google Drive. We also provide custom integration capabilities for proprietary systems.

• Transactional Capabilities (Task Execution): The system can execute tasks and update records through chat prompts. Instantly command, “Create an opportunity for [Customer] with X hours of professional services.” and the link to the opportunity that has been set-up in NetSuite will be included in the chat response.

The Result: Business Benefits & Speed

• Significant Speed Increase: Eliminate time wasted searching. Get confirmation on prices, inventory or financial figures in seconds, accelerating all core business processes.

• Reliable, Contextual Answers: The AI is trained on your methodology, ensuring the data provided is accurate, reliable, and uses the correct business context and terminology.

• Organizational Learning & Training Insights: InitusGPT captures chat history to identify common user questions, pinpointing knowledge gaps or confusion points, allowing you to proactively adjust business processes or update training materials.

Our Value

Our Collaborative Consult-and-Build Approach

Our Consult-and-Build approach leverages our team’s decades of integration and AI-enhanced workflow automation experience to solve internal search inefficiencies. We go beyond one-size-fits-all solutions, taking the time to understand customers’ unique operational ecosystems. Our tailored solutions replace fragmented information retrieval with a unified, AI-powered search, directly enhancing productivity and accelerating daily business operations.

Our Consulting Approach

Let’s define what’s next