Sales ops

CRM & Sales
Automation

Your CRM should be working for your team, not the other way around. We automate the two things that consume the most time in any sales operation: keeping your contact data accurate and current, and making sure every prospect gets followed up at the right moment.

Best for
Any business with a sales pipeline and a CRM
Platforms
Microsoft Dynamics 365 ยท HubSpot
Typical delivery
3 to 5 weeks
Component 1

CRM Hygiene & Enrichment

Your CRM is only as useful as the data inside it. Stale contacts, missing fields, and duplicate records silently degrade every report, every campaign, and every sales conversation that touches it.

  • Automated contact enrichment from public sources
  • Duplicate detection and merge on a schedule
  • Stale deal detection with re-engagement triggers
  • Field auto-population from emails and intake forms
  • Consistent data standardisation across all records
Component 2

Sales Sequence & Follow-up

Most deals are lost not because the prospect said no, but because the follow-up never happened. We build the sequences that ensure every prospect in your pipeline gets the right message at the right time.

  • Triggered sequences based on pipeline stage or inactivity
  • Claude-drafted follow-up emails in your voice
  • Automatic sequence pause on reply or meeting booked
  • Activity logged back to CRM without manual entry
  • Re-engagement workflows for cold or lost deals
Example workflow

From new lead to nurtured
pipeline, automatically.

CRM HYGIENE & ENRICHMENT1New lead entersForm, manual,or import2Auto-enrichCompany, role,industry3DeduplicateClean andstandardise4Score & assignRoute to theright repFOLLOW-UP SEQUENCE5Email sentDay 0, personalised6Follow-upDay 4 if no reply7Re-engageDay 10, then later8Reply detectedPauses, logged
What's delivered

A pipeline that runs
while you sleep.

CRM hygiene automation

Scheduled enrichment, deduplication, and standardisation so your CRM stays accurate without anyone manually maintaining it.

Personalised follow-up sequences

Claude-drafted outreach in your voice, triggered by pipeline stage or inactivity, paused automatically when a prospect responds.

Automatic activity logging

Every email sent, every reply received, every stage change, logged to your CRM automatically. No manual data entry.

Re-engagement workflows

Deals that go cold or were lost get automatically queued for re-engagement at a defined interval, so nothing falls through the cracks.

Ready to build a CRM that works for you?

Book a free audit call and we'll assess your current CRM setup and identify the highest-impact automation to build first.

Book a free audit call โ†’