Solution

CRM Automation & Enrichment

A CRM is only useful when the data is right. A custom AI automation layer fills in missing details, updates deals from emails and calls, and reminds your team what to do next — so your pipeline reflects reality.

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What it does

Built around your process

  • Automatic lead and company enrichment
  • Duplicate detection and merging suggestions
  • Deal stage updates from emails, calls and meetings
  • Meeting and call notes summarised into the CRM
  • Follow-up tasks created from conversations
  • Alerts for stalled deals and missed follow-ups

Where businesses use it

Common use cases

  • Cleaning up a messy CRM before scaling sales
  • Logging every call and meeting without manual notes
  • Keeping deal stages accurate for forecasting
  • Moving data between your CRM, sheets and accounting tools

Typical integrations

  • HubSpot
  • Salesforce
  • Zoho CRM
  • Pipedrive
  • Google Workspace
  • Microsoft 365

How we build it

Live in weeks, improving every month

  1. 01 Discover

    Map your funnel

    We study how leads reach you, where they drop off and what your best salespeople say.

  2. 02 Design

    Blueprint the agent

    A written plan of conversations, hand-offs, integrations and success metrics that you approve.

  3. 03 Build

    Build & integrate

    We connect it to your CRM, WhatsApp, email and calendar, then test it on real scenarios.

  4. 04 Evolve

    Improve every month

    We review conversations, tune prompts and move you to newer AI models as they launch.

FAQ

CRM Automation & Enrichment questions

Do we have to change CRMs?

No. We build on the CRM you already use. If you don't have one, we'll recommend one that fits your size and budget.

Is our data safe?

We use your own accounts and access keys, limit permissions to what the automation needs, and never use your data to train public models.

Can you migrate our old data?

Yes, data clean-up and migration can be part of the project.

Combine with other agents

AI SDR & Lead Qualification

Engages every inbound lead within minutes, asks your qualifying questions and routes hot prospects to sales.

Learn more

WhatsApp & Chat Sales Agent

Answers product questions, shares brochures and price lists, and takes simple orders 24/7 on WhatsApp and website chat.

Learn more

AI Voice Calling Agent

Calls new leads within seconds, follows up on quotes and books appointments with a natural-sounding voice.

Learn more

See a CRM Automation & Enrichment built for your business

Book a free demo. We'll walk through how it would work with your leads, channels and CRM.

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