Lead scoring
Prioritize the leads most likely to convert.
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CRM
Automation
Centralize your leads and let automation handle the follow-up, so every enquiry gets a fast, consistent response.
What we automate
Follow-up sequences
Timed email and SMS follow-ups that run without someone remembering.
Pipeline automation
Move deals through stages, assign owners, and trigger the next action.
Renewals and reminders
Renewals, quote expiry, and follow-up dates do not depend on a calendar reminder.
Reporting dashboards
Pipeline, conversion, and activity in one view.
Integrations
Website, chatbot, email, and the tools you already use, in one system.
Transparent pricing
This service typically costs
$1,997 – $12,000+
CRM integration starts at Growth ($3,997). Full CRM automation is in Pro ($6,997) and AI Partner.
Unlike open-ended consulting
- No hidden fees
- All-inclusive packages
- Fixed-price guarantee
What you get
- • CRM setup or integration with your stack
- • Automated lead capture from the site and chatbot
- • Lead scoring and prioritization
- • Multi-step follow-up sequences
- • Pipeline and renewal automation
- • Reporting dashboards
- • Team training and handover
- • Optional monthly automation tuning
How a CRM automation project runs
01
Review your lead flow
We trace where enquiries arrive, who owns the follow-up, and where leads go quiet.
02
Set up the pipeline and fields
Stages, ownership rules, and required fields so every lead is recorded the same way.
03
Automate the follow-up
Acknowledgements, tasks, reminders, and stage changes run on their own. The wording is yours.
04
Add human review points
Qualification, quotes, and sensitive replies stay with your team. The automation prepares the context.
05
Test, train, and hand over
We test with real enquiry examples, walk the team through the pipeline, and document how to change the rules.
What we need from you
- Access to your CRM, or agreement on which one to use
- Your current lead sources and how enquiries are handled
- Approved wording for automated replies
What stays with a person
- Deciding who is a good fit
- Pricing and quotes
- Replies to complaints or sensitive requests
Limits to expect
- Contact data has to follow your privacy obligations and consent rules
- Automation quality depends on clean, consistently entered data
- We do not promise conversion or revenue outcomes
We are not a CRM vendor or a certified reseller. We configure and connect the CRM you already use, or help you choose one, then hand over the documentation. You keep the CRM and the data. Where a sales floor needs someone to manage or rebuild the pipeline itself, that is the Sales Management service.
Questions
Do you work with HubSpot, Salesforce, Zoho, or Pipedrive?
Where the CRM has an API or connector, we can usually connect lead capture and follow-up. We confirm what is possible during scoping. We are not a certified partner of any CRM vendor.
What is CRM automation?
Routine steps happen on their own: leads are logged and assigned, follow-ups and reminders go out on a schedule, and tasks are created when a deal changes stage. People handle the conversations.
Can leads be answered as soon as they come in?
A new enquiry can trigger a confirmation, a CRM record, and a task for the right person. Replies that need judgement stay with a person.
What does CRM automation cost?
Integration starts at Growth, $3,997. Full automation is in Pro at $6,997 and in AI Partner.
Will it work with my website and chatbot?
Yes. Leads from the site and the chatbot can land in the CRM and start the follow-up.
Related services
AI WebsitesAI Chatbots & Lead CaptureWorkflow AutomationAI Voice AgentsCustom AI AgentsAI Audit & StrategySales Management
Stop letting leads sit in an inbox.
Book a free consultation. We will look at where enquiries arrive and what the first automated step should be.