Sales and CRM automation
Sales and CRM automation: every enquiry answered, every deal where it should be.
Speed to lead in minutes, a CRM kept honest by agents instead of reps, and a pipeline your MD can trust on a Monday morning.
Inside one of our own businesses, a B2B marketplace, lead-to-call time went from around two days to under half an hour and conversion rose by about a third. Nothing clever. The enquiry was simply answered while the buyer still cared.
Most sales problems look the same: slow first response, follow-ups that lapse, a CRM nobody updates and a forecast nobody believes. All four are fixable with agents sitting next to the team, not replacing it.
The fastest reply usually wins. Make yours automatic.
What we build
- Speed to lead: every inbound enquiry qualified and answered within minutes, day or night, with the hot ones pushed to a person's phone
- CRM hygiene: calls, emails and meetings logged by agents, deal stages updated from what actually happened, duplicates and dead deals cleared
- Follow-up that never lapses: the next touch drafted for the rep to approve, with the context already in it
- Quotes and proposals drafted from your pricing and past wins, ready for a human to check and send
- Pipeline reporting: one weekly view leadership can trust, with the gaps and risks called out
Works with the CRM you have
HubSpot, Pipedrive, Salesforce, Zoho, or a spreadsheet you are slightly embarrassed about. We build into your stack rather than moving you to a new one, and you own everything we make.
Where it fits
Any business where enquiries arrive faster than the team can answer them well, or where the pipeline review is an argument about whose numbers are right. Usually delivered as a four-week Transformation Sprint with sales as the chosen area.
Questions
- Will agents email our customers without us seeing it?
- Only where you choose that, and usually only for the first acknowledgement. Everything else is drafted for a person to approve. The point is speed and consistency, not removing the rep.
- Do we need a new CRM?
- Almost never. The problem is rarely the CRM. It is that nobody updates it. Agents fix that in whatever system you already pay for.
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