Your CRM works for you — auto-enriched, auto-updated, AI-briefed
We build CRM automation that eliminates manual data entry, moves deals through stages based on real activity, briefs your team daily with AI summaries, and lets you query your pipeline in plain English.
What you get
- Lead enrichment on arrival — company size, role, LinkedIn profile, funding stage — so your team works with context, not guesswork.
- Auto-move deals through pipeline stages based on activity signals: email opens, meetings booked, proposals viewed, contracts signed.
- Daily AI briefings delivered to Slack or email: hot leads, stale deals, tasks due, compliance expiries, and pipeline health summary.
- Claude.ai or ChatGPT connector via MCP — query your pipeline in plain English: 'Show me all deals over $50k stuck in proposal stage.'
- Activity logging from email, calls, and meetings — no manual data entry. Every touchpoint recorded on the deal automatically.
How it works
Lead arrives from any source
Website form, Facebook ad, LinkedIn, referral, cold outreach response, or manual entry. The lead is created in your CRM, enriched with available data, scored by intent, and assigned to the right rep.
Pipeline moves automatically
Deal stages update based on real activity: first response sent → Contacted. Meeting booked → Qualified. Proposal opened → Proposal. Contract signed → Won. No more manual drag-and-drop to keep stages accurate.
AI keeps you briefed
Morning briefings, stale deal alerts, follow-up reminders, and pipeline summaries — delivered to your inbox, Slack, or AI chat. Ask natural-language questions about your pipeline and get instant answers.
Automated follow-ups and tasks
If a deal goes quiet for 5 days, a follow-up email is drafted. If a proposal is viewed but not signed, a nudge is scheduled. Tasks are created and assigned based on deal stage and team rules.
Industry examples
Pipeline automation for any sales-driven business.
B2B Services
- Lead scoring by company size, industry fit, and engagement signals
- Proposal tracking: who opened it, how many times, which pages
- Win/loss analysis: AI summarises patterns in closed deals
- Quarterly pipeline forecast with confidence-weighted projections
Real Estate
- Buyer pipeline: enquiry → viewing → offer → exchange → settlement
- Listing management with vendor communication automation
- Open home attendee follow-up within 2 hours of the event
- Market update emails to active buyers with matched listings
Recruitment
- Candidate pipeline: application → screen → interview → offer → placed
- Client pipeline: prospect → brief → shortlist → placement → invoice
- Activity tracking across both pipelines with cross-reference
- Placement fee forecasting and consultant performance dashboards
Financial Services
- Client onboarding pipeline with compliance checkpoints
- Policy renewal tracking with 90/60/30 day reminder sequences
- Referral source tracking and partner commission management
- AUM and revenue forecasting by pipeline stage
Technical details
Ready to automate your pipeline?
We'll audit your current CRM setup and build the automation layer in 2–3 weeks.
Book a call