CRM and sales automation

A CRM that updates itself and a pipeline that never goes cold

We connect your lead sources to your CRM, qualify and route every inquiry, and keep deal records complete without manual entry.

How it works

What we build

What CRM and sales automation covers

Lead capture, scoring, routing, follow ups and clean CRM data without manual entry.

Lead capture

Website forms, ads, email, WhatsApp and Telegram leads land in the CRM within seconds, with no copy and paste.

Qualification and scoring

Leads scored against your criteria, with a short AI summary of what each one needs.

Smart routing

Each lead assigned to the right rep by territory, deal size or industry.

Follow up sequences

Emails, messages and tasks triggered by deal stage, so nobody falls through the gaps.

CRM data hygiene

Duplicates merged, company data enriched and deal cards filled in from conversations.

KPI and commission reports

Sales performance, KPIs and commissions calculated automatically every month.

Typical workflows

Before and after

Common situations we automate, and what changes once the system is running.

  1. 01

    Inbound lead response

    New leads wait hours for a reply and the best ones go cold.

    With automationEvery lead gets an instant answer, is qualified and lands with the right rep.

  2. 02

    Deal updates

    Reps copy call notes and emails into the CRM after every conversation.

    With automationConversations are summarised into the deal card automatically.

  3. 03

    Proposal to contract

    Proposals and contracts are put together by hand for every deal.

    With automationDocuments are generated from CRM fields and sent for signature in one click.

  4. 04

    Monthly sales reporting

    Managers rebuild KPI spreadsheets every month.

    With automationLive dashboards and automatic commission calculations.

Tools and technology

Built on the tools you already use

We work with HubSpot, Pipedrive, Bitrix24, Salesforce, Zoho, Monday, Airtable, WhatsApp Business and Telegram. Where a standard tool can do the job, we use it. Where it cannot, we write a small, well tested custom service, and every part is documented and monitored.

Related services: workflow automation, AI automation, reporting and dashboards, custom software and website design.

Case studies

Proof from real projects

All case studies

B2B Sales Company

A CRM that fills itself in

35% less sales manager workload

Read the case study

Sales Team on WhatsApp

Only the best leads reach a rep

Leads qualified 3x faster

Read the case study

Online Retailer

Every message answered, every order checked

90% less customer service workload

Read the case study

Questions

Good to know.

Which CRMs do you work with?

HubSpot, Pipedrive, Bitrix24, Salesforce, Zoho, Monday, Airtable and others with an API. If you do not have a CRM yet, we help you choose one and set it up.

Will my sales team have to change how they work?

As little as possible. We automate around the way your team already sells and remove the admin, not the conversations.

Can you move us from spreadsheets or another CRM?

Yes. We clean and import your existing data, keep the history and switch over without losing records.

Is lead data handled in line with GDPR?

We design flows that only collect what you need, document where the data goes and respect consent and deletion requests. Your legal advisor confirms the final setup.

Let's build together

Have a workflow worth improving?

Whether you have a clear plan or just a starting point, we would love to hear what you are working on.