Sales & CRM Automation
Automate lead capture, follow‑ups, and CRM hygiene so your team spends more time closing and less time clicking. We plug into Salesforce, HubSpot, Pipedrive and more.
Most teams don’t lose deals for lack of talent—they lose them to slow follow‑ups, messy data, and inconsistent process. Our Sales & CRM Automation fixes the busywork with reliable, on‑brand outreach and clean CRM hygiene so reps can spend more time actually selling.
We integrate with your stack, map your pipeline stages, and automate the moments that matter—from speed‑to‑lead to post‑demo follow‑ups—while giving management true visibility into the funnel.
Why It Works
- Faster speed‑to‑lead with instant outreach
- Clean, up‑to‑date CRM without manual entry
- Consistent follow‑ups that boost conversions
- True pipeline visibility with accurate logging
What’s Included
- CRM integration (Salesforce, HubSpot, etc.)
- Automated lead enrichment and scoring
- Sequenced email/SMS follow‑ups
- Activity logging + reporting dashboard
- Admin training and documentation
Use Cases
- Speed‑to‑lead outreach within minutes
- Automated demo follow‑ups + reminders
- Lead enrichment + scoring for prioritization
- Pipeline hygiene + activity logging
Who It’s For
Inside‑sales teams, founder‑led sales, and SMBs that need consistent follow‑up and better CRM discipline without adding headcount.
Outcomes
- • 20–40% faster first response time
- • 10–25% lift in qualified demos
- • Cleaner data → better forecasting
Timeline
- • Week 1: audit + design
- • Week 2: build + QA
- • Week 3: launch + training
Ready to accelerate your pipeline?
Automate the busywork and keep reps focused on closing.
FAQs
Which CRMs do you support?
Salesforce, HubSpot, Pipedrive, Close, Zoho—plus custom CRMs via API, Zapier, Make, or n8n.
How fast is implementation?
Most setups complete in 2–3 weeks. Complex routing or multi‑brand setups may add a week.
Will the automation sound human?
We craft on‑brand templates and train AI to follow your tone. You approve copy before launch.
Do we keep control of the CRM?
Yes. You retain full ownership. We use least‑privilege credentials and document all changes.
What about compliance?
We support opt‑out links, DNC suppression, and permission‑based outreach. We’ll align to your policy.
Let’s Build Your AI Advantage
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