About
Core BI turns CRM data into action — safely.
We are a UK-based, productised AI automation and business intelligence agency for B2B service businesses of roughly 10–50 people: IT service providers, MSPs, marketing agencies and professional services firms.
What we believe
Four principles behind every engagement
Measurable business outcomes
We start from a business problem and agree how success will be measured — response times, follow-up completion, time spent on reporting — before we build anything.
Secure integrations
Least-privilege access, credentials in managed secret stores, signed webhooks, and workflows built inside your own tenant so you keep ownership and control.
Controlled AI
AI drafts, summarises and recommends. People approve anything customer-facing. Every suggestion cites its evidence, and every decision is logged.
Fixed-scope implementation
We sell completed outcomes, not hours. A written scope and fixed fee are agreed up front, with optional managed support afterwards.
Our mission
Help growing service businesses stop losing revenue to busywork.
Most small and mid-sized service firms already own good tools — a CRM, Microsoft 365, maybe Power BI. What's missing is the connective tissue: leads that route themselves, follow-ups that don't depend on memory, and reporting that's ready before the Monday meeting.
We connect existing systems, automate repetitive administrative work, surface missed sales opportunities and give managers a clear view of the business — using AI where it genuinely helps, and keeping people in control where it matters.
Company details, team background and registered address will be published here once confirmed.
Find out where your pipeline is leaking — in 30 minutes.
A free, no-obligation discovery call. We'll look at how leads and deals move through your business today and tell you honestly whether automation is worth it.