Welcome to a future where you keep customers happier and sales higher.
Fulcrum is an AI-powered executive analyst that helps you see around corners, so you stay on top of customer service, sales opportunities, and how the world views your company. It connects to and leverages your service, sales, and marketing software tech stack to keep you relentlessly focused on your customers and ahead of your industry and competitors.


Customers who are satisfied with both the product and the service they receive are more likely to buy from that supplier again. Fulcrum helps you get here and supports land-and-expand efforts.
A study of 700 business managers in Japan found that customers' perceptions of the product and the performance of the supplier's technicians and account representatives both drove satisfaction, and that satisfaction, in turn, strongly predicted whether they intended to buy again. Other research suggests this holds even when switching suppliers is easy: a separate study found that suppliers can raise customers' intent to repurchase by increasing satisfaction even when it would cost little to switch to a competitor. A 2021 industry analysis describes the same pattern among customers of industrial equipment manufacturers, noting that a strong customer experience makes customers more likely to buy again, spend more, add products or services, and stay loyal.
Taken together, these findings suggest that equipment providers whose machines perform well and whose service teams resolve problems effectively are better positioned to win their customers' future business, including service-related business.
The more you know, the better questions you can ask—Fulcrum is your superpower.
Ask anything, anytime, and set ongoing “magic” questions that report back as conditions change. Intelligent assistance, wherever you need an insightful, extra opinion. Ask a question, get a thoughtful suggestion, and find better paths forward. AI offers suggestions on the good and the questionable, helping you see more broadly across your commercial stack and drive better outcomes faster with more context and less guesswork.


Welcome to a future where customized, weekly podcasts keep you on top of your sales funnel, service exposures, marketing wins, and top industry news.
Fulcrum sees patterns and makes connections and recommendations that you may overlook. For example, you may have a high rate of service incidents across a large customer’s multiple NA facilities, while you also have sales pipeline coming to close from the same customer’s EU operations that may now be at risk due to service issues in NA. Fulcrum’s podcasts and reporting keep you ahead of customer issue escalation so you can fix the customer’s problems before they become obstacles to new sales.




Assist your A-players, help elevate the rest, and ensure you’re all hitting your targets.
Seamlessly see across your sales, service, and marketing activities to better understand who is performing and who on your team is struggling. Find overburdened customer support techs and drive data hygiene. View marketing projects in detail, and see how AI LLMs on Google and across social consume your digital presence, and how you’re performing against your rivals. Fulcrum looks across the Internet and your internal commercial stack to find opportunities, flag issues, and offer recommendations to keep your customer-facing teams aligned and focused.
Each team member can customize their view, focus on their area or interests, and at any time dive into findings and activities across the enterprise.
Log in and see the top things that are working and struggling in your space and across those areas that directly or adjacently impact your performance and your customer results. Ask Fulcrum AI to research industry and competitive topics, along with anything happening in your tech stack data. Sign up for cadenced emails that summarize hot topics, dig into details, and launch right into your CRM from within Fulcrum. Everyone looks at the same data and can toggle views to see what they need to know most. Collectively, you’re aligned around the same information, and your customers will notice this alignment when they interact with your people, and they’ll appreciate it.




Your data stays private, protected, and completely separate from every other Fulcrum customer.
Our tools and your data run on AWS® Bedrock® inside a private network with no public-facing endpoints, and AI runs within AWS too, so your data never leaves AWS or touches the Anthropic® infrastructure. Each account gets its own database, its own database role, and its own hardened container. Your prompts, data, and AI history never cross into another customer’s environment. Access requires multi-factor authentication, data is encrypted at rest and in transit, and automated encrypted backups with point-in-time recovery mean your data can be restored if something goes wrong.
While this is just a glimpse, you’ll quickly see how Fulcrum can help you leap ahead of your rivals
Experience the types of answers you’ll receive when Fulcrum is plugged into your company. This model uses data from a demo account, and it’s not 100% what you’ll get, but it’s pretty close.

We’ve built Fulcrum to get people out of meetings and in front of customers.
Visit our LinkedIn profiles to see the experience of our founders, Mike and Adam and some of our extended advisors.
We’ve worked in corporate manufacturing as sales and marketing executives and have built and managed our own agencies, serving diverse automation, industrial products, and system manufacturers that support OEMs in intralogistics, automotive, aerospace, metal forming, machine tool, and medical life sciences. We’ve lived through what works and what doesn’t, and we used that knowledge to build a tool that helps companies succeed by creating better-aligned teams, resulting in happier customers.
We don’t offer tiers or feature-restricted paywalls. We offer a simple monthly price for your entire team.
We make it easy to sign up, with onboarding in days and no commitments past the first month. You get:
We have an idea to connect your portfolio in a way that may intrigue you.
Imagine your portfolio companies each running an instance of Fulcrum. And yes, they could perform better with it, and that might be enough, but we envision a portfolio-level tool that pulls data from all your holdings, provides in-depth forecasts, helps you see around corners, and manages your companies better than ever. We don’t have a name for it, and while we have ideas, we’re not sure exactly how to plumb it, which is where you come in. We’re looking for the right partner to build this. If you think it could be you, please reach out; we’d love to get on a call with you.