

with an AI Lead Processing Agent
1,500+ emails processed and 650+ leads handled monthly through an AI Agent across 5 branches
Manual tasks like email monitoring, data entry, and 45-minute lead import sessions completely eliminated
AI Agent running 24/7, distributing tasks automatically based on real-time availability and fair rotation logic
This company's sales coordinator manually monitored a shared inbox across five branches, spending 3-5 minutes per lead on CRM data entry and spreadsheet tracking. Mornings consumed 30-45 minutes just importing and assigning leads, costing the facility significant time.
Cadre built a workflow automation that monitors their inbox 24/7, classifies emails, and searches their CRM for existing customers. The system auto-creates cards with AI notes, checks real-time agent availability, and distributes tasks based on branch rules with automated notifications.
"I was thrilled by how fast Cadre delivered. My goal is to free an employee up, he's capable of so much more."

with AI Supplier Automation
AI Workflow Automation Cut processing time by 60%
200-300 supplier confirmations processed automatically each day
Reduced manual processing time from 2-6 minutes per ticket to zero for matching orders
This company processed 200-300 supplier confirmation emails daily across hundreds of suppliers with unique formats. Staff manually extracted data from Zendesk and cross-referenced NetSuite records, spending 2-6 minutes per confirmation on routine verification instead of higher-value work.
Cadre deployed AI automation that extracts and matches supplier data against NetSuite records, automatically confirming orders when data aligns. The system flags exceptions for human review at 90% accuracy, cutting processing time by more than half and freeing staff to focus on customer service.
"This can save us over 1,500 hours every year that now gets spent on more impactful work for our business."

with AI Proposal Automation
Cut proposal processing time by more than 50% with AI
20-30 proposal submissions processed automatically every week
Reduced manual processing time from 1-2 days to 20 minutes for all proposal submissions
This company's proposal team manually copied fixture values, waited on rebate calculations, translated part IDs to descriptions, and looked up prices in guides for each fixture. This process took 1-2 days per proposal option, delaying client estimates and preventing comparison of multiple project scenarios.
Cadre deployed AI automation that standardized part IDs for automated price and description lookup, auto-estimates rebates per location, and reduced manual time to just 10% for review. This company now runs multiple proposal options simultaneously, delivering actionable results within an hour instead of days.
"AI now does 90% of every application. That just takes a ton of time off my plate."

with AI-Powered Housing Visibility system
Created AI-Powered booking visibility dashboard replacing unmanageable Excel sheet system
Integrated seamlessly with existing CRM to automate booking logic
Prevented "flip day" incidents by blocking same-day bookings when another team is departing
This company's outdated booking system lacked occupancy visibility, causing teams to book rooms the same day others departed. This required $1,000 expedited cleaning fees per incident, costing the facility $35,000 monthly in "flip day expenses."
Cadre built an AI-powered booking visibility dashboard integrated with the company's CRM to provide real-time booking data and visual flip day indicators. The AI workflow automatically prevents same-day turnovers by blocking conflicting bookings, eliminating double-bookings and giving staff clear room availability.

with AI Scheduling System
Inspection Field Specialist capacity by 50% across daily inspections
72% reduction in fuel expenses through AI optimized route planning
$136,000 revenue increase per Field Specialist
Field specialists manually managed inspections through spreadsheet exports, multiple communication platforms, and physical letter stuffing while driving inefficient routes. The chaotic process limited inspection capacity, preventing the company from scaling operations to match their portfolio growth.
Cadre AI built a custom AI Field Scheduling platform with automated route optimization, territory-based assignment, and 6+ platform integrations. The system processes 25+ filtering conditions to prioritize properties, schedules 2 weeks in advance, alongside automated emails and mail letters, providing a real-time interface for the entire team.
"Cadre distilled this complex process into a really beautiful AI platform. This is my first time working deeply in AI and I've learned a lot."

with AI Email Agent Automation
Reduced manual email management & processing time from 9 hours per week to ~55 minutes
4000+ emails processed & drafted per month with AI Email Agent deployed across 55 Sales Reps
This company manually sorted high-volume email requests, prioritized messages, drafted responses based on past correspondence, and managed call documentation separately. This manual organization and drafting for each inquiry delayed responses and consumed significant time on repetitive tasks.
Cadre deployed an email agent with integrated call recording that auto-organizes inboxes, and generates response drafts using historical patterns. The system unifies email threads with call recordings, saving staff 8-9 hours per week allowing them to focus on technical consultation.

with Loan Intelligence Assistant (LIA)
Reduced manual processing time from 1-2 day to <15 minutes
27 Loan Officers using daily, with over 3,960 chat inquiries in the first 90 days of deployment
This company's loan officers manually navigated complex guidelines across disconnected systems, taking 1-2 days per loan while borrowers remained uninformed. Constant platform switching and manual coordination with multiple teams created bottlenecks that slowed loan funding.
Cadre deployed a custom AI chatbot that unified all loan tools into one automated platform. This eliminated system switching, and enabled instant guideline access, investor matching, and borrower communications, transforming 1-2 day processing into rapid approvals with real-time updates.
"We brought on Cadre to lead AI Strategy, Design, and Implementation, and they delivered on every level."

with AI Voice Agents and Chat Agents
500-700 Appointment Requests processed automatically per month
Reduced manual processing time from extended booking cycles to immediate appointment confirmations
This company manually handled consultation requests across phone and SMS channels, checking availability and coordinating schedules for each booking. This human intervention created response delays and reduced customer satisfaction as clients waited for appointment confirmation.
Cadre deployed AI voice and chat agents that unified communication channels with complete SaaS integration for instant availability checking and automatic booking. This eliminated manual intervention, transforming bookings into immediate confirmations with 24/7 availability and improved satisfaction.
