Which CRM do you work with?

We work with mainstream platforms such as HubSpot, Pipedrive and Zoho, and with the CRM built into your industry software where one exists. We will recommend a change only if the current tool genuinely blocks the process.

Can you work with our existing setup?

Yes. Most projects are a rebuild of an existing account rather than a fresh start, keeping your history intact.

What information do you need from us?

Admin access to the CRM and connected tools, your current sales process, examples of recent enquiries, and time with the people who use the system daily.

Is the AI automation safe to use with customers?

We keep it to tasks that can be reviewed — summaries, drafts, transcription and data cleanup. Anything sent to a customer is approved by a person unless you decide otherwise.

How are results measured?

Response time, follow-up completion, pipeline visibility and the proportion of enquiries that reach a decision — before and after the change.

CRM & AUTOMATION

CRM and automation that keeps every enquiry moving

Lead capture, routing, CRM setup, email and SMS follow-up, reporting and practical AI automation. The aim is fewer manual steps and no enquiry sitting in an inbox nobody owns.

Talk about your CRM See our work

Trusted by growing businesses

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Inc.

The problem

The problem this solves

Enquiries arrive in a shared inbox, get copied into a spreadsheet, and are followed up when someone remembers. Quotes go out and nothing chases them. The CRM exists, but half the team avoids it because it was set up for a sales process nobody uses.

Because the data is incomplete, reporting becomes a monthly guess and marketing decisions get made on gut feel.

Who this suits

Teams managing leads across inboxes, spreadsheets and memory
Businesses whose CRM was set up once and never revisited
Operators losing quoted work to slow or inconsistent follow-up
Anyone who cannot report reliably on where enquiries actually came from

We work with the platform you already pay for wherever it is fit for purpose.

What we deliver

Everything crm & automation should include.

Capture and routing

Every form, call and chat landing in one place, deduplicated, assigned by rule and acknowledged immediately.

CRM setup

Pipeline stages that match how your team actually sells, required fields, tasks and templates — configured and documented.

Email and SMS follow-up

Sequences for new enquiries, unanswered quotes, dormant leads and post-job requests, written in your voice with sensible stop rules.

Integrations

Website, ad platforms, calendars, accounting and quoting tools connected so data moves without anyone rekeying it.

Reporting

Source, stage, conversion and response-time dashboards that stay accurate because the underlying process is enforced.

Practical AI automation

Narrow, checkable uses — enquiry summaries, call transcription, draft replies, data tidying — with a human approving anything customer-facing.

How it works

01
Process mapping
We sit with the people doing the work and document the real process, including the workarounds. That map drives the build.
02
Configure
Pipeline, fields, automations and integrations built in a test environment, with sample records run end to end before go-live.
03
Migrate and train
Existing contacts cleaned and imported, then short training sessions and written guides so the team adopts it rather than tolerating it.
04
Tune
After a few weeks of real use we review what is being skipped or misused, then simplify. Adoption matters more than feature count.