01
Automatic data entry
Contacts, companies and activity kept up to date without anyone typing them in.
Services · 04
CRM and sales automation that keeps the pipeline honest.
Clean records, instant routing, forecasts that reconcile.
What it is
A CRM is only as good as the last update someone forgot to make.
Sales teams lose hours to data entry, and the pipeline still drifts from reality. Deals sit with the wrong owner, notes live in inboxes, and the numbers only agree after a meeting about the numbers.
We automate the upkeep. Records are updated from the source, new leads are scored and assigned in seconds, proposals are drafted from the call, and reports come straight from the data rather than a spreadsheet someone rebuilt.
What we build
What we build.
02
Lead scoring and routing
Every new lead scored against rules you agree, then assigned to an owner in seconds.
03
Proposals from the sales call
The call transcript becomes structured fields and a branded, priced proposal.
Read: Automated proposal generation that still sounds like you wrote it
04
Pipeline reporting
Reports built from the CRM itself, so the numbers match whoever runs them.
Read: Automated reporting that replaces the Friday spreadsheet scramble
05
Customer follow-up
The follow-up that stops satisfied customers quietly walking away.
Read: How many satisfied customers walk away from your business each week?
Proof
Running today
Case study · Finance Handler Agent
From sales call to branded proposal in 2 minutes.
Turns a sales call into a priced proposal before the client forgets the call.
Case study · Lead Magnet Agent
Written for one business. Opened by more than half.
Finds new businesses the week they open. Writes to each one like a neighbour, not a list.
How it works
Audit. Proposal. Build. Manage.
01
Audit
Thirty minutes. We map your funnel and name the bottleneck.
02
Proposal
Scope, timeline, fixed price. No hourly billing.
03
Build
Built, tested and deployed in your accounts. Weekly updates.
04
Manage
We run it, or your team does. Your call.
Questions
What people ask about CRM and sales automation
Which CRM do you work with?
We work in the CRM you already use wherever it allows it, and the audit confirms that before anything is scoped.
Will the data actually be accurate?
Accuracy starts below the automation. We agree one source of truth first, then write rules a human would agree with, so two teams can produce the same number.
Who owns the CRM setup?
You do. Everything runs in your accounts on your credentials, documented as we go.
How much does it cost?
A fixed price, agreed after a free thirty minute audit and a written proposal. There is no hourly billing.
Related reading
Next step
Book the audit
Thirty minutes, free, no deck. You keep the map either way.