Services CRM automation
Keep customers
A CRM your team actually keeps up to date, because it updates itself.
A CRM only helps if what is in it is true, and keeping it true is the job nobody wants. I connect it to your forms, inbox, phone, and calendar so every lead and deal is logged and moved along on its own.
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What gets built
- A CRM set up around how you actually sell, or your current one cleaned up
- Leads, calls, emails, and meetings logged automatically
- Deals that move stage when something happens, not when someone remembers
- New leads routed to the right person the moment they arrive
- Reminders when a deal has gone quiet
Related services
- Customer reactivationWin back past customers and old leads already sitting in your list, with messages that sound like you and arrive at the right time.
- Operations and back officeTakes the inbox, the data entry, and the copy and paste off your team's desk, using the tools you already have.
- Document generationThe documents you rebuild by hand every week, drafted in your exact format from your own files, with the source of every line shown.
Ready to find out what AI is worth to your business?
Book a free call
Agreed target or your money back, measured over 60 days from launch.