AI & Automation
CRM Automation
Every lead answered within minutes, scored, assigned and followed up on schedule, with your CRM kept up to date automatically.
What we do
CRM Automation: what is included
- Instant replies to new enquiries by email, SMS or WhatsApp
- Lead scoring and routing to the right person
- Follow-up sequences that stop when the customer replies
- Quotes and proposals generated from templates
- Reminders for renewals and lapsed customers
- Works with HubSpot, Zoho, Pipedrive, your own CRM and more
Who it is for
CRM Automation is a good fit if…
Sales-led businesses that lose deals to slow follow-up.
Not sure? Tell us about your business in the project brief and we will say honestly whether this is the right route, or suggest a simpler one.
How it works
From a conversation to a working result
Tell us what you need
Fill in the project brief or call us. Describe it in your own words.
A plan and a price
We come back with what we would build, what it costs and how long it takes.
Build and show
You see progress and test it on your own real examples before it goes live.
Launch and look after
We put it live, train your team and keep it running well.
AI & Automation
More AI & Automation services
AI Chatbot Development
Chatbots for your website and WhatsApp that know your business.
Find out moreCustom GPT Development
Your own AI assistant for staff, trained on how you work.
Find out moren8n Automation
Workflows that connect your apps and run on their own.
Find out moreAI Web Apps
Web applications with AI built into the product.
Find out moreQuestions
Common questions
How much does it cost?
Every project is quoted as a fixed price before we start, based on your brief. Smaller pieces of work start in the hundreds of pounds; larger systems are built and priced in stages.
How long does it take?
Small jobs take days; most projects take a few weeks; larger systems are delivered in stages so you get value early. Your quote includes a timescale.
Do you look after it afterwards?
Yes. Everything we build can be hosted, monitored and maintained by us, with a monthly plan agreed up front.
Ready to talk about crm automation?
Tell us what you need in a few minutes and we will reply with a plan and a price.