Small consulting companies in the United States

Sell the outcome. Not the hours.

They sell hours and retainers. Salesforce, HubSpot, Asana, marketing tools, and a wiki tax the shop before a client outcome exists. Then add agents. Buy the AI. Use it for everything in your own shop. When you can help others implement, we got your back. The AI stack is cheap — easy $300–500 / mo. No other system lets you fully automate the work and sell the agentic outcomes.

Who this is for

They sell hours and retainers. Salesforce, HubSpot, Asana, marketing tools, and a wiki tax the shop before a client outcome exists. Buy the AI. Use it for everything in your own shop. When you can help others implement, we got your back.

US shops only. Not for excluded verticals — legal, healthcare, banks, RIAs, insurance carriers, tax/audit, government, schools, utilities.

The move

Pain first. Then agents. Full suite — better than HubSpot.

Step 1
Buy the AI. Use it for everything.

Cheap and easy — about $300–500 a month for the agents (Cursor, Claude, Grok) plus the host. Learn it on your own shop first. Every desk, every client file, every follow-up.

Step 2
Then help others implement. We got your back.

When you can sell that motion to a client, CloudBeast is the full suite behind you — better than HubSpot and the pile. Billing and project management stay visible. Cockpit stays $0 until that outcome sells.

The stack it replaces

HubSpot, Salesforce, Asana, marketing tools, n8n, the wiki. One OS. Better than the suite they were about to buy.

HubSpot (and the suite)

Full suite — CRM, marketing, projects, keys, knowledge — built for agents and sold outcomes. Not another HubSpot seat.

Salesforce

People, companies, pipeline, and the record of who decided what — not another CRM tab farm.

Marketing automation apps

The marketing engine runs from a desk. It learns from work already completed in Cockpit, then sells those outcomes.

Asana (projects + tasks)

Desks, projects, promote-to-start, human close. Work is not a board you update after the chat.

n8n for integrations and key storage

Integrations tab + Vault. Connect once. Tokens are not a laptop env file or a workflow node's secret.

Knowledge management

Git + hybrid search + multi-repo check-in. The company brain stays on the work, not a wiki nobody opens.

Easy $300–500 / mo to buy the AI

Cheap next to HubSpot + the pile. Cockpit is $0 until you sell a completed outcome to a customer. Buy the AI first (~$300–500/mo). Learn it on your own work. Cockpit adds no seat tax. When you start implementing for others, we got your back — full suite, better than HubSpot. Billing and project management stay visible. We get paid when you sell an outcome.

Public list prices checked 2026-09-05. Not our invoice. Usage can exceed the floor.

LineListWhy it is on the bill
Vercel$20 / user / mo (Pro) + usageHobby is personal-only. Pro includes $20 usage credit; extra is pay-as-you-go. We run CloudBeast on Pro.
Supabase$10 compute min · Pro from $25 / orgMicro compute is $10. Pro is $25/org and includes a $10 compute credit (covers one Micro). More projects add $10+ each.
Google Workspacefrom $7 / user / mo (Starter, annual)Flexible Starter is $8.40. Mail, calendar, and Drive are what the agents ingest.
Claude Teams$25 / seat / mo Standard ($20 annual)Min 2 seats. Premium seats $125/mo ($100 annual) for heavy Claude Code. Extra usage credits optional.
Cursor Ultra$200 / moAgent power plan. Includes Grok Bot access. Usage beyond the pool is on-demand.
Grok botsfrom $30 / mo SuperGrok · API usage extraBots on SuperGrok; production agents also hit the xAI API. Cursor Ultra already includes Grok Bot access — do not double-count that seat.
Cockpit$0No seat tax. Charge starts when a completed outcome sells — with billing and project management visible in the same system.

The loop after a real call

This is the use case, not a demo script. Transcript spelling is wrong. You still need the company to move.

Call lands

Notes and a messy transcript. Names are wrong. That is normal.

System matches

Ingestion + entity search propose people, companies, and follow-up work.

You approve

Start, merge, or hold. The click is the gate — not a sticky note.

A runtime builds

The bound agent claims the desk todo. Close still waits on you.

Features, as they help you

What is live in the operator stack we run. Not a wishlist.

Meetings that survive bad spelling
Live

After a call, the transcript almost never spells names right. Ingestion runs entity match search, then you confirm the person or company before the CRM sticks.

One inbox for every decision
Live

Merges, new contacts, task start, task close, outbound drafts, scorecards — you swipe in one place. Chat proposes. Cockpit disposes.

Integrations tab, secrets in Vault
Live

Google, X, and the rest live on one account page. Connect once. Tokens sit in Vault — not in a laptop env file.

Any agent runtime you already pay for
Live

Bind Cursor Automation, Claude, or Grok to a desk. Cockpit owns the schedule. The agent does not invent its own cron.

MCP + PATs with real scopes
Live

Plug Claude or Cursor into your CRM with a scoped key or OAuth profile. Agents get the tools they need — not the whole company.

Desks and projects, already the org chart
Live

Marketing, meetings, ops, SDR — each desk has routines and a human promote/close loop. Work is not a shared chat scrollback.

Automated marketing, still your call
Live

The same engine that writes this site and schedules X runs from a Marketing desk. You see the run. You do not live in Slack as the inbox.

SDR that drafts, you send
Live

Research, qualify, and draft replies. Outbound stays draft-and-hold until you approve. No silent send.

Search that knows your business
Live

Hybrid search over mail, meetings, and notes — scoped to you. The follow-up after a call does not start from a blank chat.

Multi-repo runtimes, knowledge stays on
Live

Agents check in against the repos that hold the company. Enterprise knowledge is not a one-off paste into a Project.

Approvals — the types that matter

One inbox. Different cards. Same rule: the human click means something.

  • Start workPromote a backlog task. Approve-click is the start signal.
  • Close workAgent says done (often with a PR). You still close.
  • People and companiesCreate, update, rename, alias, merge, or link — confirm before records stick.
  • ProjectsNew project cards wait on you, same as contacts.
  • Outbound draftsSDR / X replies stay gated. Approve, redraft, or reject.
  • Scorecards and recsEnrichment and wiki recs become tasks only when you say so.
  • Policy / governanceVerdict-only cards. Nothing auto-runs.

On the board

We will not sell these as shipped. They are the next surfaces on the same OS.

Agent logs tied to the work
Coming soon

Hooks stamp the live session on the work item so you can see what ran against a project milestone — not a folder of transcripts.

Watch the Cursor Cloud agent live
Coming soon

Streaming agent UI in Cockpit so you can follow a run without leaving the desk. In progress.

Claude CCMA runtime
Coming soon

A third Claude runtime option on the same Agents tab + Vault pattern. Coming soon — not live yet.

Handoff that embeds an agent
Coming soon

Direction of travel: when we hand a system to a client, the agent stays with the work — not a slide deck and a goodbye.

Buy the AI. Then we got your back.

Easy $300–500 / mo to run agents on your own shop. When you start implementing for others — full suite, better than HubSpot. Cockpit stays $0 until that outcome sells.