Services / CRM and sales automation
CRM and sales automation.
Lead routing, enrichment, follow-up and reporting, so deals move faster and nothing is dropped.
Your CRM should do work, not just store it. We automate lead routing, enrichment, follow-up and reporting inside the system your team already uses, so deals move faster and no lead goes cold.
What’s included.
Lead routing and enrichment
Inbound and outbound leads are routed, de-duplicated and enriched the moment they arrive.
Follow-up that never forgets
Personalised sequences and reminders keep opportunities from going cold, and stop when a person replies.
Clean reporting
Pipeline and performance reports that leadership can trust, built on data that stays tidy.
Works with your stack
Built around HubSpot, Salesforce, Pipedrive and the rest of your tools, not a replacement for them.
See it in practice.
Revenue operations
The right accounts found from real buying signals, researched, contacted in your voice within the rules, and every reply, meeting and update recorded.
See the blueprint ›Fintech, lending and regulated servicesKYC and KYB onboarding
Identity, ownership, sanctions and risk checks done in minutes, with a complete case file for the compliance officer on the cases that need a human.
See the blueprint ›Legal, procurement and sales operationsContract review and obligations
Every incoming contract compared to your positions, redlined in Word with tracked changes, and every obligation turned into a reminder before it can be missed.
See the blueprint ›Ready to scale with AI?
A free 30-minute call to map your process and find the bottleneck. You will leave with an honest view, whether or not we work together.
Book a free call