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Isai Guerrero

I build the systems sales and ops teams run on.

I'm Isai Guerrero. I build CRMs and the automations around them for small and mid-size businesses. I turn messy sales and operations work into software, and AI helps me build it faster.

Isai Guerrero

Over the last two years I've built software that real-estate, home-equity and other small and mid-size businesses use every day.

Along the way I've shipped:

  • A system that replaced HubSpot and an outside software agency for a real-estate marketing company of about $10M a year
  • A CRM for a home-equity lender that checks which of five loan programs a customer qualifies for, tracks every deal, sends follow-ups and handles e-signatures
  • An AI phone assistant that calls leads for a real-estate business, with daily test calls and an alert if its script changes
  • A tool that tells each sales rep who to call next, using simple rules a rep can check
  • A text and email follow-up system that keeps in touch with leads automatically
  • A marketplace that connects homeowners with licensed local pros, with state license checks and Stripe payments

The common thread is the CRM, where leads, deals, tasks and follow-ups live. It's also where most teams lose time working around software that wasn't built for them. That's the problem I now focus on.

I'm in the US and work fully remotely. Advisory Labs is the name I work under, which is why it's in my email address. If your team is fighting its CRM, send me a message.

How I work

  • I build it myself, with AI.

    AI writes the software from my instructions; I decide how it works, check every change and decide what goes live. You talk to the person doing the work.

  • I look after it once it's live.

    Moving your data, putting updates live, and fixing it when something breaks.

  • Your team keeps working.

    The new system runs next to the old one until the data matches and your team is ready to switch.

  • I use AI only where it helps.

    Some problems need AI. Many just need simple rules. I'll tell you which.

  • I'm honest about fit.

    If your problem isn't one I should take on, I'll say so and point you somewhere better.

If your team is working around its CRM, let's talk.

A free one-hour call. You'll get an honest read whether or not we end up working together.