Win the work and deliver it, in one place
Your team and your AI agents, working one record. Every AI action is scoped, logged and accountable.
Cadence puts accounts, leads and opportunities on the same record as the projects, tasks and cases that deliver them. Ask it a question in plain English and a scoped AI agent does the work, as you, inside your permissions. Or skip the browser entirely and work in Cadence from Claude or ChatGPT.
Solutions Plus runs its own sales and delivery on Cadence. The message form on this site posts straight into it.
A system of record that acts
One record, first contact to delivered work
Contacts, leads, opportunities, projects, tasks, cases and issues all hang off the account. The company you are selling to is the company whose delivery you can see.
Each client in its own lane
Every record belongs to a client, and each person is granted the clients they work on. The filter is applied on the server, so out-of-scope rows are never sent to the browser.
AI that acts as you
An agent sees only what you can see, and then less, because its own grants narrow it further. It can do nothing until an administrator allows it, and it can never delete.
Your AI, or ours
The built-in agents run on models Solutions Plus hosts behind a private gateway. Bring your own provider instead if your organisation would rather keep that in house.
Manage AI work at scale
AI agents can now take on dozens of tasks a day across your pipeline and your delivery. The hard part isn’t getting them to act; it’s knowing what they did. Cadence keeps that record for you.
Every AI run, on the record it touched
Which agent ran, who asked, what it read, what it changed and when, logged against the account, task or case, and visible in the record’s history.
One screen for all AI activity
Administrators see every agent conversation across the team: status, retries, failures and outcomes. Nothing runs out of sight.
People stay in the loop
Agents act only within the grants an administrator gives them, never beyond the person who asked, and never delete. Changes made through the Claude connector are previewed before they apply.
Know what the AI is carrying
Mark work as AI-managed, track model usage per run, and see how much of the load the agents are taking, alongside your people’s work.
Built by AI, tracked in Cadence. Solutions Plus builds Cadence with AI coding agents, and every one of those agent runs is logged against a Cadence task: what it did, how long it took and the tokens it used. The product manages its own AI workload.
From sign-in to answers
Sign in with Microsoft
Cadence uses your Microsoft work account. Accounts are provisioned by an administrator, and there is no separate password to manage.
Shape it to how you work
Nine custom field types, picklists you control and drag-and-drop page layouts. An administrator does it; no developer is needed.
Put the agents to work
Ask in plain English. A router picks the right agent and tells you which one it chose, and every run is recorded on the record it touched.
Work from Claude or ChatGPT
The connector runs as the person who signed it in, with the same grants and the same name on every change. It previews a write before applying it.
What Cadence does
Delivery in the same system
Projects, tasks with sprints, issues for defects and change requests, and cases for client-raised problems. Linked cases show when five clients report the same thing.
Sales pipeline
Leads move from New to Working to Qualified, and converting one creates an opportunity in a single step. Stages fill in probability and the dashboard totals your open pipeline.
Lead Gen Forms
Your existing website form posts straight in as a lead. Spam is handled without a third-party CAPTCHA, and a repeat submission adds a note rather than a second lead.
Conversation on the record
Chat and @mentions live on the account or task instead of someone's inbox, with notes for call summaries and a field-level history of every change.
A grid built for speed
Sort, filter, choose columns, edit in place and group by any field. A filtered list is a link you can bookmark or hand to a colleague.
Multi-tenant by default
Each organisation gets its own database rather than shared rows, with client scoping applied inside it.
Built with limits you can name
AI work you can account for
How do I know what the AI actually did?
Every agent run is recorded on the record it touched: who asked, which agent, what changed and when. Administrators also have one view of all agent activity across the team.
Can we use Cadence to track AI work that happens outside Cadence?
Yes. AI tools connected through the Cadence connector can log their work, time and usage against a Cadence task, so AI-driven work sits beside everything else your team is tracking.
Bring your pipeline and your delivery into one record
Tell us how your team sells and delivers today, and we will show you where Cadence fits.
Get in touch