Sales & CRM
AI and automation for sales teams and CRM
Salespeople spend a surprising share of their time on admin instead of selling. Automation keeps the CRM up to date without manual entry, and AI drafts the follow-ups and proposals.
Opportunities in sales & crm
Lead capture and routing
Website, email and event leads created in the CRM automatically and assigned to the right person.
Meeting notes into the CRM
AI summarizes sales calls and logs notes, next steps and follow-up tasks in the CRM.
Follow-up drafting
AI drafts personalized follow-up emails for the salesperson to review and send.
Proposals and quotes
Proposals assembled from your templates, pricing and past wins, ready for review.
Pipeline reporting
Pipeline and forecast dashboards that update themselves.
Customer win-back
Lapsed customers identified automatically and added to a re-engagement sequence.
Tools we work with
We are vendor-neutral and build on what you already use wherever possible.
- HubSpot
- Salesforce
- Dynamics 365 Sales
- Pipedrive
- Microsoft 365 Copilot
- Power Automate
How we deliver it
Process & Workflow Automation · $5,000–$20,000 per workflow
Remove repetitive manual work — approvals, data entry, documents and hand-offs.
AI Assistants & Agents · $7,500–$25,000
Copilots, chatbots and AI agents built on your own documents and systems.
Data & Reporting · $4,500–$15,000
Dashboards and reporting that give leadership one trusted view of the business.
Frequently asked questions
Will AI send emails to our customers on its own?
Only if you want it to. We usually set AI up to draft, with a person reviewing before anything is sent, until you are confident in the quality.
Find the opportunities in your business
Our AI Kickstart maps opportunities across every function and ranks them by value, effort and risk, in two weeks at a fixed price.