CRM Automation
A CRM that updates itself, so your pipeline is always true.
A CRM is only useful when it is accurate, and it is rarely accurate when people have to fill it in by hand. We connect your phone, email, WhatsApp, website and calendar to your CRM so every contact, activity and stage change is recorded automatically and the right follow-up fires at the right moment.
Sound familiar?
- Half the deals in the CRM are stale and nobody trusts the pipeline report.
- Leads from the website, phone and WhatsApp live in four different places.
- Follow-ups happen when someone remembers, not when the lead is hot.
- Sales spends hours a week on data entry instead of selling.
How it works
- 01
We audit your pipeline
Stages, fields, sources and the hand-offs where data currently gets lost.
- 02
We connect every channel
Website, phone, e-mail, WhatsApp, calendar and forms feed the CRM automatically with clean, deduplicated records.
- 03
We automate the motion
Stage changes, task creation, follow-up sequences, quote reminders and re-engagement of cold deals run on rules and AI.
- 04
You get real reporting
Dashboards that reflect reality: response times, conversion by source, revenue forecast.
What is included
- HubSpot, Pipedrive, Salesforce, Zoho, Notion, custom
- Automatic contact creation and deduplication
- Call and message logging with AI summaries
- Stage-based follow-up sequences
- Task and reminder automation
- Quote and invoice triggers
- Cold-deal reactivation
- Live dashboards and weekly reports
Built for
- Sales teams of two to fifty
- Real estate agencies
- B2B service companies
- Construction and project businesses
- Agencies and consultancies
- Anyone who pays for a CRM nobody updates
Frequently asked questions
Do we have to change our CRM?
No. We work with the CRM you already have. If you have none, we recommend one that fits your process and budget.
What gets automated first?
Usually lead capture and follow-up, because that is where the most revenue leaks. Reporting and reactivation come next.
Can AI write the follow-ups?
Yes. Follow-ups can be templated or AI-personalised based on the conversation history, always with your approval rules.
Is our data safe?
Integrations use official APIs with the minimum required permissions. Data stays in your CRM; we do not keep copies.
See it working on your own process.
Book a 20-minute call. We walk through your current workflow and show you exactly what the system would do.
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