Your CRM updates itself.
Deals, contacts, and follow-ups stay current without anyone touching a spreadsheet. Your team sells; the record keeps itself.
- Typical pilot
- 4 to 8 weeks
- Pricing model
- Fixed scope, fixed price
- Coverage
- USA · UK · Remote-first
- NDA available
- Yes
What is AI CRM automation?
AI CRM automation keeps a CRM current on its own, capturing activity, updating deals and contacts, and triggering follow-ups automatically, so sales reps stop doing manual data entry and the pipeline reflects reality instead of last week.
Most CRMs are only as good as the data reps remember to enter, which means they are usually stale. AI CRM automation closes that gap: it logs interactions, updates records from a simple chat-style interface or directly from your existing tools, enforces follow-ups, and writes everything back without forms or spreadsheets. Because the record maintains itself, forecasting stops being guesswork and managers can trust the pipeline they report on. When we moved a financial advisory firm's six years of CRM history to a leaner system, nothing was lost and the cutover took three weeks with no sales downtime.
Tell us one thing. See CRM automation run.
Add a couple of details, get a personalized result and a live look at the system, then we carry everything into a tailored plan, no retyping.
Before you talk to us, see what doing this by hand is costing you.
Adjust the sliders. The number on the right is what staying manual costs in a year. Conservative math, defensible assumptions, no signup to see the result.
Skip the audit. Book a 15-minute scoping call.
What's actually painful about CRM automation today.
Your CRM is only as good as the data in it, and right now that data is entered by hand, when someone remembers, between calls. Deals go stale. Follow-ups slip. The forecast is a guess because the pipeline reflects last week, not today.
Every hour a salesperson spends updating records is an hour they're not selling. Multiply that across the team and you're paying senior salary for data entry, and still flying blind.
What staying manual actually costs.
- 01Hours per week the team spends on CRM automation work that could run itself12 to 25Mid-sized teams routinely bleed a full-time role to manual coordination in this area.
- 02How long it takes for a new CRM automation initiative to compound8 to 16 wksBecause every change has to be done by hand, then redone by hand next quarter.
"A financial advisory firm moved six years of CRM history to a leaner system with zero data loss."
A full migration from HubSpot to Pipedrive: every object, property, and lifecycle stage mapped, the data cleaned before import, and the pipelines, automations, and email sequences rebuilt on the new system. Both systems ran side by side for two weeks before cutover.
What changes once the system runs.
Here's the system that runs CRM automation end to end.
- 01Capture
Conversations, emails, and meetings are observed and parsed into structured deal events.
pending - 02Enrich
Contacts and companies get firmographics and history appended automatically.
pending - 03Sync
Every event writes back to your CRM in real time, stages, owners, and notes stay current.
pending - 04Remind
Follow-ups that haven't happened yet are nudged to the right rep before they slip.
pending
Map a workflow you actually run. See what it costs.
Drag the steps into the order your team actually does them. We show you the hours and dollars the manual version costs, and exactly which steps the system takes off your plate.
Principles
- 01
Outcome, not output
We measure success by hours reclaimed, deals closed, errors removed, not by tickets filed.
- 02
Boring over clever
We pick the most boring, durable technology that solves the problem. Cleverness is a liability.
- 03
Fixed price, fixed scope
No open-ended retainers. Every engagement ships with a one-page scope you can hold us to.
- 04
Build to hand off
We document, train, and hand over. The system is yours to run, modify, or extend without us.
CRM Automation in 8 metros, and counting.
No. We build on top of the CRM you already use. The goal is to make it update itself, not to make you migrate.
Under the hood we typically work with your existing CRM (Pipedrive, HubSpot, Salesforce, or similar) and connect messaging, email, and calendar tools you already use.
Stack details shared during scoping, under NDA.
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Read the articleReady to scope your CRM automation project?
Run the audit above, or book a 15-minute scoping call. We'll send back a one-page scope in 48 hours.
Response time
Within 1 business day
Coverage
USA · UK · EU
Team
15 people · 10 engineers