Sales & CRM automation
Give every sales opportunity a clear next step.
Connect lead capture, CRM records, follow-up tasks and pipeline reporting around your sales process. Use AI for research and draft preparation where it helps, with people owning qualification and customer commitments.
Agree the scope, access, timeline and price before committing.
The starting point
Leads arrive, but ownership, CRM updates and follow-up depend on someone remembering.
Sales teams losing context between enquiries, CRM updates and follow-up, or relying on manual reminders to keep opportunities moving.
A connected sales workflow with lead routing, CRM stages, reviewed follow-up and pipeline reporting.
When another starting point may fit better
Choose marketing operations for campaign planning and content before the lead arrives. Choose an internal app when your process requires a workspace the CRM cannot support.
Choose a first scope your team can review.
Choose a starting point and inspect a sample of the decisions, review evidence and handover it involves.
Lead capture and routing
Connect approved enquiry sources to your CRM, check for duplicates and assign an owner with a visible follow-up task.
A lead-to-owner routing map
Enquiries arrive through several forms and staff cannot tell who should respond.
- Lead source
- Accept agreed form submissions with the required fields and source context.
- Record handling
- Match existing records and flag incomplete or duplicate requests.
- Sales owner
- Assign a responsible person and a follow-up target.
- Exception queue
- Show failed transfers and unassigned leads for review.
Submit a complete lead, a duplicate and an incomplete request, then confirm the CRM record and next owner.
A connected sales workflow with lead routing, CRM stages, reviewed follow-up and pipeline reporting.
Selected example: Lead capture and routing.
Tangible outputs
A connected sales workflow with lead routing, CRM stages, reviewed follow-up and pipeline reporting.
- A sales-stage map with qualification and ownership rules
- Configured CRM fields, routing and agreed integrations
- Follow-up tasks, draft review and exception handling
- Pipeline reporting, operating guidance and team handover
How to judge the result
Trace a sample lead through capture, deduplication, ownership and follow-up. Test an opt-out, a closed deal and a failed CRM connection before accepting the workflow.
Scope and responsibilities to agree
CRM access, integrations, contact permissions, messaging approvals and reporting definitions are agreed before implementation. This is a sales systems engagement, not a guarantee of leads or revenue. Contact data purchases, advertising, sales staffing and ongoing outreach are separate unless scoped.
Map how your team sells.
- 01
Map how your team sells
Agree lead sources, pipeline stages, owners and the first handoff to improve.
- 02
Connect and test the pipeline
Configure CRM rules and integrations, then test duplicates, missing information and paused opportunities.
- 03
Roll out with the sales team
Train the owners, review early usage and tune the workflow around actual sales decisions.
For the first conversation
Bring a starting point, not a finished brief.
- List lead sources, CRM tools and current pipeline stages.
- Describe one missed or delayed follow-up using a general example.
- Name the sales owner and the measures you already track.
Use general or approved examples. We’ll agree any deeper access before reviewing private systems.
Free editable notes for your team. No email needed.
Before you commit
Your questions, answered.
Do we need to replace our CRM?
Usually not. We first assess the tools and process you already use, then agree which configuration or integrations can close the gap.
Will AI contact prospects automatically?
The first scope defines approved audiences, contact permissions, message review and stop rules. Customer commitments and sales decisions remain with your team.
What shapes the price and first scope?
CRM condition, sources, stage rules, integrations, migration and reporting requirements determine the first scope. We agree deliverables, review points and separately priced tools or ongoing work in the proposal.
What should we bring to the first conversation?
List lead sources, CRM tools and current pipeline stages. Describe one missed or delayed follow-up using a general example. Name the sales owner and the measures you already track. General or approved examples are enough to begin.
Make progress before a bigger commitment
Take one useful step with your team.
List lead sources, CRM tools and current pipeline stages. This gives you something concrete to discuss, whether you work independently or bring us in.
Use the free planning guide ↗Your next decision
Where does a promising lead lose its next step?
Tell us how enquiries enter your pipeline, who handles them and where follow-up becomes difficult.
The enquiry is free. Paid work starts after an agreed scope and proposal.