Departments · Sales

Sales Automation

Your reps were hired to sell, but most of their week goes to admin. Logging calls, chasing follow-ups, routing leads, building quotes and rebuilding the pipeline report by hand. Every one of those hours is time not spent in front of a buyer. We build the automation that handles the busywork behind the sale, so your team spends its time closing and your pipeline stays accurate without anyone touching a spreadsheet.

pipeline.live
$2.4mPipeline value
38%Reply rate
17Deals closing
Days, not weeksFrom first call to a live system.
Hours backSelling time, not admin time.
You own itNo lock-in, no dependency.
01

Problems we solve

Where the time leaks

Sales admin does not feel like a crisis. It just quietly takes an hour here and an hour there, until half the week is gone and the pipeline still does not add up. These are the leaks we close.

CRM data entry after every call

Reps finish a call, then spend fifteen minutes logging notes, updating fields and setting the next step. Multiply that across a week and it is days of selling time lost to typing. Automated capture writes the record so they do not have to.

Manual follow-ups that slip

The deal that goes quiet is usually the one nobody remembered to chase. When follow-ups live in someone's head or a sticky note, they get missed. Automated sequences keep every prospect warm without a rep watching the clock.

Slow lead routing

A new lead that waits hours for the right rep is a lead cooling off. Manual assignment and round-robin spreadsheets add delay at the worst possible moment. Automated routing puts each lead with the right person in seconds.

Quote and proposal admin

Rebuilding the same quote in a document, pasting in prices and formatting it by hand is slow and easy to get wrong. Generated quotes and proposals pull live pricing and product data, so reps send in minutes, not after lunch.

Pipeline reporting by hand

Every week someone exports the CRM, cleans it in a spreadsheet and rebuilds the forecast. By the time it is ready it is already out of date. Live dashboards mean the number is always current and nobody spends a morning on it.

Data scattered across tools

The CRM, the inbox, the calendar and the billing system each hold part of the truth and none of them agree. Reps waste time reconciling. We connect the tools so the record stays complete and in sync on its own.

02

What we build

One connected system behind every deal

Bespoke modules, wired into the CRM and tools your team already runs. Take the whole platform or the single piece that is costing you the most selling time.

CRM automation & enrichment

Calls, emails and meetings logged automatically, with contact and company records enriched from the sources you trust, so the CRM stays complete and current without a rep typing a word.

Lead routing

New leads scored and assigned to the right rep in seconds by territory, size, source or availability, so nothing sits in a queue while a buyer loses interest.

Follow-up sequences

Multi-step, personalised follow-ups that trigger on real activity and stop the moment a prospect replies.

Quote & proposal generation

Branded quotes and proposals built from live pricing and product data, ready to send in minutes.

Pipeline dashboards

Live pipeline, forecast and rep performance on current data, no weekly export required.

Integrations

Your CRM, inbox, calendar, billing and BI tools joined up and kept in sync, so every record tells the same story end to end.

Deal alerts

Automatic nudges when a deal stalls, a stage slips or a renewal comes due.

2.5

Built around your reps

Automation that fits how your team already sells

We do not hand you a rigid platform and ask your team to change how they work. We map your real sales motion, then build the automation around it, so the CRM you already use gets quieter, faster and more accurate rather than replaced.

The result is a system reps actually trust, because it reflects the way they sell and takes the admin off their plate instead of adding another tool to update.

6.5 hrsAdmin saved per rep, weekly
<60sLead-to-rep routing
1 sourceOf pipeline truth

Every module wires into the tools you run today. You keep your CRM, your process and your data, and gain the automation layer that removes the busywork on top.

03

Challenges we solve

What changes once it is running

More hours in front of buyers

When capture, routing and reporting run on their own, reps get their week back. The time that went to admin goes to conversations, and more conversations is what moves the number.

Faster response, fewer cold leads

Leads routed and followed up in seconds instead of hours reach the buyer while the interest is still there, so fewer good opportunities go quiet before a rep even sees them.

A pipeline you can trust

When the CRM updates itself and the dashboard is always live, the forecast stops being a guess. Leaders get a number they can act on without a weekly spreadsheet cleanup.

04

Our process

From first call to live system, in days

1

Discovery call

We map your sales motion, your stack and where the selling hours are leaking. No charge, no obligation.

2

Strategy & proposal

A clear build plan in plain language, a realistic timeline and one fixed, project-based quote.

3

Build & integrate

We build with AI and wire it into your CRM and tools. Real progress in days, not status reports in weeks.

4

Support & scale

It goes live, we keep it running, and we extend it as the team grows. You own everything we build.

05

Proof

What our clients say

"They built the whole platform and admin system for our community, and it went live faster than anything we thought possible. We run the entire operation from one place now."
FounderMembership Community Business (NDA)
"The AI trade analysis and admin CRM they shipped changed how the whole product works. Fast, sharp, and genuinely ours, and our users have now logged over 1 million trades on it."
FounderTrading SaaS Business (NDA)
"They built our accounting CRM exactly around how our team works and delivered it far faster than we expected, with the level of design detail we are particular about. Our whole finance team now runs on one source of truth, with instant reporting that has saved thousands of hours."
CEOAccounting & Finance Business (NDA)

Questions & answers

Sales automation, answered

Still unsure? The free audit answers the rest.

Do we have to switch CRMs to work with you?

No. We build around the CRM you already use, whether that is HubSpot, Salesforce, Pipedrive or something custom. The goal is to make your existing setup quieter and more accurate by removing the admin, not to make your team learn a new tool.

How does automated CRM data entry actually work?

We capture the activity as it happens, from calls, emails and meetings, and write it straight into the right record with the fields and next steps updated. Reps review rather than retype, so the CRM stays complete without eating their selling time.

Can you keep automated follow-ups from feeling robotic?

Yes. Sequences are personalised from real context in the deal and triggered by genuine activity, and they stop the moment a prospect replies. The aim is to make sure nothing slips, while keeping every message something a rep would be happy to have sent.

What does a typical sales automation project include?

Usually CRM automation and enrichment, lead routing, follow-up sequences, quote and proposal generation, live pipeline dashboards and the integrations that tie it together. We scope it on the discovery call, and you can take the whole system or a single module.

How long does it take to get a system live?

Most builds go live in days rather than weeks or months. Building with AI removes most of the coordination overhead, so a small, focused team ships what used to take a room full of people, and you see real progress from the first few days.

Give your reps their week back.

Book a free audit and we will map exactly where your sales team is losing time to admin, then hand you the plan to fix it.

Book a free audit