AI Sales & CRM Automation
Never lose another lead. We build systems that capture every inquiry, score it, route it to the right person, and follow up automatically — the same way our own site's AI assistant books consultations straight into our built-in CRM.
Our own AI assistant books consultations into this exact CRM
We run the CRM we build on — dogfooded daily
27+ AI products shipped across sales and ops
35+ years of engineering, zero duct-tape integrations
Lead Capture & Routing
A lead that sits in an inbox overnight is a lead your competitor answers first. We wire every entry point — forms, chatbots, booking pages — straight into your CRM with instant routing to the right person.
Key Features
- Website forms and chatbots feeding the CRM directly
- Booking flows that create contacts and calendar events together
- Auto-assignment rules by territory, service, or workload
- Instant notifications the moment a lead lands
- Duplicate detection so one prospect isn't three records
- Source tracking on every inbound contact
Common Use Cases
- Web inquiries that currently die in a shared inbox
- After-hours leads captured while the office is closed
- Chatbot conversations converted into CRM contacts
- Consultation bookings that log themselves
- Multiple lead sources unified into one pipeline
AI Lead Qualification
Not every inquiry deserves a sales call. AI scoring and enrichment separate the ready-to-buy from the just-browsing, so your team spends its limited hours on the leads most likely to close.
Key Features
- Lead scoring models tuned to your sales criteria
- Company and contact enrichment from public data
- Intent signals from page visits and email engagement
- Automatic tagging and stage placement
- Hot-lead alerts routed to sales immediately
- Disqualification rules that keep the pipeline clean
Common Use Cases
- Sales teams drowning in unqualified inquiries
- Prioritizing follow-up when everyone can't be called
- Spotting buying signals before the prospect reaches out
- Filtering job-seekers and vendors out of the sales queue
- Scoring inbound leads from ads and campaigns
Automated Follow-Up
Deals rarely close on the first touch — they close on the fifth, and nobody remembers the fifth. Email and SMS sequences, reminders, and no-show recovery run on schedule whether or not anyone's watching.
Key Features
- Email and SMS sequences triggered by pipeline stage
- Appointment reminders that cut no-shows
- No-show recovery flows that rebook automatically
- Personalization pulled from CRM fields, not mail-merge blanks
- Reply detection that pauses sequences when a human answers
- Quiet-hours and frequency rules so you never spam
Common Use Cases
- Quotes that go quiet after the first conversation
- Missed appointments that never get rescheduled
- Long sales cycles that need patient, steady touches
- Post-project check-ins that generate repeat work
- Reviving a list of old leads nobody followed up with
Pipeline & Reporting
You can't fix a sales process you can't see. Clean deal stages, honest forecasts, and win/loss analytics turn 'how's business?' from a guess into a number you can act on.
Key Features
- Deal stages that mirror how you actually sell
- Kanban pipeline views with drag-and-drop stage moves
- Revenue forecasting from live pipeline data
- Win/loss analytics with reasons captured
- Deal-aging alerts before opportunities go stale
- Owner-friendly dashboards, not spreadsheet exports
Common Use Cases
- Forecasting next quarter from data instead of hunches
- Finding the stage where deals consistently stall
- Learning why you lose to specific competitors
- Tracking rep and team performance fairly
- Replacing the sales spreadsheet nobody updates
Clear Scopes, Clear Prices
Lead Capture Setup
Forms, chatbot, and booking flows wired into your CRM with routing rules
Delivery: 1-2 weeks
Follow-Up Engine
Email/SMS sequences, reminders, and no-show recovery on top of your pipeline
Delivery: 2-3 weeks
Full Sales Automation
Capture, AI qualification, follow-up, and reporting as one integrated system
Delivery: 3-5 weeks
How Many Leads Slipped Through Last Month?
Walk us through your current sales process and we'll show you exactly where inquiries leak — and how to plug it
Frequently Asked Questions
What does AI sales and CRM automation do?+
It captures every lead from your website, chatbot, and booking forms straight into a CRM, scores and routes them automatically, and runs follow-up sequences so no inquiry goes cold. Your pipeline updates itself instead of depending on manual data entry.
Do you replace my existing CRM?+
Only if you want us to. We automate on top of what you have via APIs, or deploy a purpose-built CRM like the one we run our own business on — contacts, deals, activities, bookings, and reporting included.
How do leads from my website get into the CRM?+
Forms, chatbot conversations, and consultation bookings create CRM contacts and activities automatically — our own site works this way today. Each lead gets source tracking so you know which channel produced it.
Can it follow up automatically without annoying people?+
Yes — sequences are permission-aware and throttled: appointment confirmations, reminders, no-show recovery, and spaced nurture emails with clear opt-outs. You approve the cadence and content before anything sends.