CRM Automation

Most businesses use their CRM at 20% of its potential. We integrate AI into your CRM to automatically score leads, trigger follow-up sequences, manage your pipeline, and ensure no opportunity falls through the cracks. The result: a sales process that runs on autopilot while your team focuses on closing.

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Deliverables

What You Get

AI-powered lead scoring and prioritization based on behaviour and fit

Automated multi-channel follow-up sequences (email, WhatsApp, SMS)

Pipeline stage automation with intelligent deal tracking and alerts

Activity logging and CRM enrichment from emails, calls, and meetings

AI-powered deal forecasting and revenue prediction dashboards

Integration with HubSpot, Salesforce, Zoho, Pipedrive, and more

Custom reports and real-time performance dashboards for sales leaders

Our Process

How It Works

Pipeline Audit

We audit your current sales pipeline, CRM setup, lead sources, and follow-up processes to identify where deals are being lost.

Automation Design

We design automated lead scoring, follow-up sequences, pipeline stages, and nurturing workflows tailored to your sales cycle.

Build & Integrate

We build AI-powered automations inside your CRM — connecting email, WhatsApp, calendar, and data enrichment tools.

Launch & Report

We go live with real-time dashboards, train your team, and refine sequences based on engagement and conversion data.

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Best For

Sales teams losing deals to slow follow-ups, businesses with leads falling through the cracks, revenue operations teams looking to scale without adding headcount, and any company that wants their CRM to work for them — not the other way around.

Ready to Get Started?

Book your free AI Audit and we'll design a custom CRM Automation solution tailored to your business.

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