Sales & CRM Automation

Never let a lead go cold again.

From the moment a lead lands, AI enriches it, scores it against your ideal customer, drafts the outreach, and keeps your CRM clean — so your team only spends time on the deals worth closing. Humans stay in control: AI drafts, your team approves.

Looking for AI that decides on its own? Meet AI Agents →

The workflow

One new lead, five steps to a booked call.

Every lead runs the same path — captured, enriched, scored, drafted, and routed. AI does the lifting; your team keeps the final say.

  1. 01 / Capture

    New lead in

    A lead arrives from a form, ad, or inbox — and the response clock doesn't get to start ticking.

  2. 02 / Enrich

    Enrich

    AI pulls company size, role, and signals from the web to fill in the blanks.

  3. 03 / Score

    Score vs. ICP

    Ranks each lead against your ideal customer so the best ones rise to the top.

  4. 04 / Draft

    Draft outreach

    Writes a personalized first email or sequence, ready for a quick review.

  5. 05 / Route

    Route & log

    Alerts the right rep on hot leads, schedules follow-up, and updates the CRM.

What it does

Your pipeline, kept warm automatically

AI handles the enrichment, scoring, and follow-through so reps spend their time selling.

Lead enrichment

Every lead is fleshed out with company, role, and intent data automatically.

ICP scoring

Leads are ranked by fit and intent so reps chase the right ones first.

Personalized outreach

Drafts tailored emails and sequences — not the same template to everyone.

CRM hygiene

Records stay complete, deduplicated, and up to date without manual cleanup.

Call → CRM notes

Calls are transcribed, summarized, and written back to the deal with next steps.

Pipeline alerts

Stalled deals and hot signals surface before they slip through the cracks.

Use cases

Sound familiar?

A few of the sales workflows we automate most. If yours isn't here, it probably still fits.

Inbound lead qualification

New leads get enriched, scored, and triaged before a rep lifts a finger.

Auto-enrich from the web

Company and contact details filled in from public sources in seconds.

Follow-up sequences

Personalized multi-touch follow-up that stops the moment they reply.

CRM auto-updates

Notes, stages, and next steps written back automatically after every touch.

Deal next-best-action

AI suggests the smartest next move based on the conversation so far.

Re-engage cold leads

Old leads get a timely, relevant nudge instead of dying in the database.

Works with your stack

It runs on the tools you already use

A few of the platforms we build on — plus hundreds more, and anything with an API.

Questions

Before you ask

Which CRM do you work with?
The major ones — HubSpot, Salesforce, Pipedrive, and others — plus spreadsheet-based setups and custom databases.
Will the outreach feel generic?
No. It's personalized from the enrichment data, and you can keep a human approving every send until it earns your trust.
Does it send messages on its own?
Only if you let it. By default it drafts and waits for approval; you decide what it can send automatically over time.
Where does the lead data come from?
Public web sources, enrichment providers, and the data already in your CRM — combined into one clean picture.
How much does it cost?
A single sales workflow is an Automation Build ($1,000–$3,000); a full sales-ops system with agents is a Full Implementation ($5,000–$10,000). Fixed price on your free call. See pricing →

Let's turn more of your leads into booked calls.

A free 30-minute call. We'll find the work worth automating and hand you a plan — yours to keep.

No prep needed — we work it out live on the call.