AI consulting for growing businesses in the Bay Area
Lumify works with owner-led companies in San Francisco and the Bay Area that have outgrown manual follow-up, disconnected SaaS tools, and reports nobody has time to assemble. We do not sell a generic AI strategy. We find one expensive process and build the automation.
Who this is for
Growing companies with roughly 10–100 employees—home services, contractors, property management, professional services, and other operationally intensive local businesses—already using CRM, email, accounting, scheduling, or industry software.
Typical first projects
- Lead and estimate follow-up that happens immediately, not when someone remembers
- An owner daily brief instead of checking six dashboards
- Inbox routing for questions, invoices, and new work
- Connecting QuickBooks, a CRM, and email so staff stop re-entering the same data
How we work locally
The first conversation is a 30-minute workflow review. Assessments and builds can be remote. When it helps, we meet in person in the Bay Area.