CRM & AI automation
Automate the routine work around your sales and customers
Custom CRM builds, AI-assisted lead qualification, email and WhatsApp automation, and connected workflows — designed around how your business already runs, with your team in control.
- Custom CRM builds
- AI with human review
- Connected workflows
Beyond CRM admin
Technology that takes the repetitive work off your team
Our CRM & Sales Support team runs your pipeline day to day. This service is different: we design and build the systems themselves — a CRM shaped around your sales process, automations that move information between your tools, and AI that helps sort and prioritise enquiries.
Whether you are starting from spreadsheets or already use a CRM, we work out what is worth automating, build it, test it with real examples and hand it over with clear documentation.
What we build
Five ways to automate your sales and customer operations
Start with one workflow or connect them all. Each one is built around your existing tools wherever possible.
Custom CRM development
A CRM set up around your sales stages, data and reporting — whether we configure the platform you already have or build one for you.
- Pipeline and field design
- Data migration and clean-up
- Dashboards and reports
AI-assisted lead qualification
New enquiries are summarised, scored against criteria you agree and routed to the right person, so your team spends time on the leads that matter.
- Enquiry summaries
- Scoring against your criteria
- Routing and alerts
Email automation
Follow-up sequences, reminders and internal notifications that go out at the right moment, without anyone having to remember them.
- Welcome and follow-up sequences
- Reminders and nudges
- Team notifications
WhatsApp integrations
Connect WhatsApp Business to your CRM, so enquiries, conversations and updates are captured in one place instead of on individual phones.
- WhatsApp Business Platform setup
- Conversations logged to your CRM
- Approved message templates
Business workflow automation
Connect forms, inboxes, spreadsheets and apps, so information moves between them without copying and pasting.
- Form-to-CRM workflows
- Approvals and hand-offs
- Scheduled reports
How it works
How we build your automation
Practical, step by step — and nothing goes live until it has been tested with real examples.
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Map the workflow
We look at how leads, data and tasks move today, and where time is lost.
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Agree what to automate
We choose the steps worth automating — and the ones that should stay with a person.
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Design and build
We configure or build the CRM, automations and integrations.
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Test with real examples
Every workflow is checked with real data before your team relies on it.
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Train your team
A short, practical handover so everyone knows how the new setup works.
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Support and improve
We monitor, fix and refine the automations as your business changes.
Our standards
Automation you can trust
Human in the loop
AI drafts, scores and suggests. Decisions that affect your customers stay with your team.
Data handled with care
Automations use only the data they need, with access limited to the people who need it.
Documented and handed over
Every automation is documented, so your team knows what runs, when and why.
Trusted by businesses that choose smarter ways to grow
FAQs
CRM & AI automation questions, answered
Can’t find what you’re looking for? Get in touch and we’ll help.
View all FAQsWhat is the difference between CRM & AI Automation and CRM & Sales Support?
CRM & Sales Support gives you people who run your CRM day to day — logging enquiries, chasing follow-ups and keeping records clean. CRM & AI Automation is about building the systems: a CRM set up around your process, automations between your tools and AI-assisted lead handling. Many businesses use both.
Which tools and platforms do you automate?
Wherever possible we build on the tools you already use — such as HubSpot, Zoho or Salesforce, and your existing email and calendar. If you don’t have a CRM yet, we’ll recommend one that fits your budget and process.
Can you automate WhatsApp messages?
Yes, through WhatsApp’s official Business Platform. It requires customers to opt in and uses approved message templates, and we set everything up within those rules so your account stays in good standing.
Does AI make decisions about our customers?
No. We use AI to summarise, sort and suggest — for example, scoring a new enquiry against criteria you agree. Your team reviews the results and makes the decisions that matter.
See what you could automate
Book a free call and we’ll map the repetitive work in your sales and customer processes — and what is worth automating first.