Faster first response
Leads get a reply in seconds instead of whenever someone next checks the inbox.
CRM & sales automation
CRM and sales automation that follows up on every lead
A lead that waits a long time for a reply can easily go to a competitor. We connect your forms, ads, WhatsApp and email to your CRM so every enquiry is captured, scored, assigned and answered within seconds, and nobody has to remember to follow up.
Part of our AI & workflow automation services · CRM & sales automation
lead-to-crm.flow
Ready- New lead arrives (waiting)Website form, ad or email
- AI qualifies the lead (waiting)Intent, fit and priority
- CRM updated (waiting)Contact, deal and owner
- Instant reply sent (waiting)Personal WhatsApp message
- Team notified (waiting)Summary to the account owner
Illustrative example with sample data. Real timings depend on your systems and volumes.
Why automate this
Where sales pipelines leak
A CRM is only as good as the data someone remembered to type into it.
Done by hand
- Leads arrive from forms, ads, WhatsApp and email, and are copied into the CRM by hand
- Replies depend on who is online, so response times are uneven
- Follow-ups are forgotten after the first message or two
- Duplicates and missing fields make reports unreliable
- Hot leads look the same as casual ones until someone reads each enquiry
What we automate in sales
- Lead capture from forms, Meta lead ads and WhatsApp
- AI lead scoring and routing to the right owner
- Instant first replies and meeting booking
- Follow-up sequences on WhatsApp and email
- Quote and proposal follow-ups
- Stale-deal alerts and pipeline reports
- Contact sync between the CRM, email tools and accounting
How it works
From trigger to finished job in 6 steps
A typical flow for this work. Yours follows your own tools, rules and approvals.
- 01
Capture from every channel
Website forms, Meta lead ads, WhatsApp, email and chat all feed one intake, so nothing arrives in a place nobody checks.
- 02
Clean and de-duplicate
Names, phone numbers and emails are standardised and matched against existing contacts, so the CRM does not fill up with duplicates.
- 03
Score and qualify with AI
AI reads the request, budget and fit against rules you define and labels each lead hot, warm or cold, with the reason saved alongside it.
- 04
Create the deal and assign it
A contact and deal are created in your CRM with the right owner, source and stage, following your own pipeline and routing rules.
- 05
Reply and follow up
A personal reply goes out in seconds on WhatsApp or email, and a follow-up schedule runs until the lead answers, books or opts out.
- 06
Alert and report
The owner gets a short summary, stale deals are flagged and a regular report shows leads, response times and where deals stall.
Live simulation
Watch it run, step by step
Press run to see what the system decides, what it does in your tools and how long the same job takes by hand.
CRM & sales
A new enquiry becomes a scored CRM deal and a personal reply, before a person has opened their inbox.
- New lead arrives (waiting)Website form, ad or email
- AI qualifies the lead (waiting)Intent, fit and priority
- CRM updated (waiting)Contact, deal and owner
- Instant reply sent (waiting)Personal WhatsApp message
- Team notified (waiting)Summary to the account owner
Automation log0.0 s
Scroll here or press “Run simulation” to start.
What your systems receivewaiting
Output appears here as each step finishes.
Done by hand, this takes
- Copy the details into the CRM
- Read it and judge the lead
- Write and send a reply
- Remember to follow up
Manual≈ 18 min
Automated…
Run the simulation to compare.
Illustrative example with sample data. Real timings depend on your systems and volumes.
Want to try other workflows? Open the full simulator
Benefits
What changes when this runs by itself
Follow-ups that never slip
Sequences run exactly as designed and stop the moment the lead replies.
A cleaner CRM
The system enters data in a consistent format, so your reports can be trusted.
Better focus for salespeople
Scoring shows who to call first, and routine messages stop eating selling time.
Works with your CRM
We connect to the CRM you already use instead of asking you to move.
Connects to the tools you already use
We work with the systems below and build the missing links when there is no ready-made connector. See how a project runs
- HubSpot
- Zoho
- Odoo
- Meta Lead Ads
- WhatsApp Business API
- Google Workspace
- Google Sheets
- Airtable
- Slack
- Zapier
- n8n
- Make
FAQ
CRM & sales automation FAQ
Which CRMs do you integrate with?
We regularly connect HubSpot, Zoho and Odoo, plus spreadsheets and Airtable for smaller teams, and custom or older CRMs through their API or database. If your CRM can receive data over an API or a webhook, we can automate it.
Do we need to change our CRM?
No. Automation works with the CRM you have. If the audit shows the CRM itself is the bottleneck we will say so, but we start by connecting what you already use.
How does AI lead scoring work, and can we see why a lead scored high?
You define what a good lead looks like: budget, service, location, urgency. The AI reads each enquiry against those rules and returns a label with a short reason, which is saved on the deal so your team can check it and correct the rules.
Will leads feel they are talking to a robot?
Messages are written in your tone and use the details the lead gave, and sequences stop the moment a person replies or a salesperson takes over. We can also start with a draft-and-approve step, so you see the wording before anything goes out.
How quickly can a first flow go live?
A single lead-to-CRM flow is usually one of the quicker automations to build, and we show a working prototype on your real examples before launch. We confirm the timeline after the free audit.
More answers on our general automation FAQ
Ready to see this on your own data?
Book a free automation audit. We look at how you handle this work today, show you what a first automation would look like and estimate the return before you commit to anything.
Remote team available 24/7, worldwide · Office open 12:00 PM – 11:00 PM (Mon–Fri)