CRM Automation

Never lose a lead to a missed follow-up again.

AI-powered CRM that scores leads automatically, triggers follow-up sequences based on behavior, and gives you a clear pipeline view of every prospect. We set it up, integrate it with your existing tools, and train your team to use it.

Key Features

AI Lead Scoring

Automatically rank leads by likelihood to convert based on behavior, engagement, and demographic signals.

Automated Follow-Ups

Trigger personalized email and SMS sequences when leads take specific actions or go quiet.

Pipeline Management

Visual pipeline with drag-and-drop stages, activity tracking, and deal forecasting.

Contact Enrichment

AI pulls public data to fill in missing contact details -- company, role, social profiles, and more.

Task Automation

Automatically create tasks, set reminders, and assign follow-ups based on pipeline stage.

Integration Hub

Connect with your website forms, email, calendar, and accounting tools for a single source of truth.

How It Works

1

Setup

We configure your CRM, import existing contacts, and build your pipeline stages and automation rules.

2

Integrate

We connect your website forms, email, calendar, and other tools so data flows automatically.

3

Automate

Lead scoring, follow-ups, and task creation run on autopilot. We train your team and monitor performance.

Standalone Pricing

$297/mo

$750 setup fee

CRM automation is included in our Pro plan at $797/mo -- bundled with every AI growth product we offer.

Ready to automate your sales pipeline?

Book a free consultation and we will map out your CRM workflow.