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CRM Automation
AI Automation

CRM Automation

We connect your lead sources, ad accounts, chatbot and inbox to your CRM then automate lead scoring, assignment, follow-up sequences and reporting — so no lead ever falls through the cracks.

How it works

  1. 01Discovery & use-case mapping
  2. 02Data & systems integration
  3. 03Workflow build & testing
  4. 04Launch with guardrails
  5. 05Ongoing optimization

Compliance & safety

We build only opt-in, permission-based flows. WhatsApp messages use approved templates. No bulk-spam tools. Data is processed via vetted providers (OpenAI/Anthropic, HubSpot, Meta) with audit logs.

Ready to turn your website into a lead-generation system?

Book a free 30-minute call, request your free audit, or message us on WhatsApp — whichever is easiest.