Keep every
relationship warm.
Your CRM should do more than store names. We automate the capture, follow-up, and cleanup across the whole pipeline — so every lead gets a timely reply and nothing slips between the columns.
A live pipeline: deals move New → Contacted → Qualified → Won, with automation capturing, sequencing, and routing each card as it goes.
The CRM holds.
The follow-through drops.
Your CRM stores the names just fine. What slips is everything between the columns — the reply nobody sent, the record keyed three different ways, the report that lives one spreadsheet away. The tool isn’t the leak. The manual work around it is.
Every relationship moves through the same stages, and a deal can leak out at any one of them: the inquiry left to cool, the follow-up nobody sent, the warm account that quietly drifted off. We automate the tedious parts of each stage so your people can stay on the conversations that close.
One path, end to end —
and every leak plugged.
Follow a lead left to right — from the moment it arrives to long after it closes. Each stage pairs what the automation does with the dropped ball it catches.
-
Lead arrives
Captures the lead from your form, inbox, or chat and writes it to the CRM — no copy-paste.
plugs The inquiry that sat in a shared inbox until it went cold.
-
First touch
Fires an on-brand reply in minutes and scores the lead so reps know who to call first.
plugs The two-day silence that lost the deal to whoever answered sooner.
-
Nurture
Runs a timed follow-up sequence and pauses the moment a human replies.
plugs The fourth follow-up nobody remembered to send.
-
Hand to sales
Routes the warm, qualified lead to the right rep with the full history attached.
plugs The hot lead handed off with no context, restarting from zero.
-
Keep warm
Logs every call and meeting to one record and nudges quiet accounts back into view.
plugs The past customer who quietly drifted off and never came back.
We meet your tools
where they are.
No rip-and-replace. We build on the CRM and inbox you already run.
- HubSpot
- Salesforce
- Pipedrive
- Zoho
- Gmail
- Outlook
- Google Calendar
- Calendly
- Slack
- Webhooks
- + your stack
Fewer dropped balls.
Cleaner pipeline.
The figures below are typical ranges from SMB pipelines we’ve cleaned up — where yours land depends on how you sell and what’s already in your CRM. We’ll size it with you, deal by deal, on the call.
From new lead to first automated touch — instead of hours or days.
Typical drop in hands-on CRM upkeep once it's running.
One clean record per contact, so your reports finally agree.
Real, working parts —
not a black box.
- Lead capture & scoring
- Inbound leads from forms, email, and chat land in your CRM automatically and get scored, so your team knows who to call first.
- Follow-up sequences
- Timely, on-brand follow-ups that fire when a deal stalls or a contact goes quiet — then hand off to a human at the right moment.
- Data hygiene & de-duplication
- We clean what you have and keep it clean: merging duplicate records, fixing bad fields, standardizing entry going forward.
- Pipeline insights
- Dashboards that show where deals stick, which sources convert, and your real close rate — with no one building reports by hand.
- Email & calendar sync
- Conversations and meetings attach to the right record on their own, so a relationship’s full history lives in one place.
- Built on your CRM
- We meet your stack where it is — HubSpot, Salesforce, Pipedrive, and the tools you already run — instead of asking you to switch.
Stack it with the rest.
- Before the board Process AI process automation Turn the repetitive workflows around your pipeline into smooth, automated systems.
- Across the board Automation Automation solutions Eliminate busywork and streamline operations across the whole team.
- On the card Agents AI agent development Custom AI agents that handle the conversations your CRM can’t on its own.
Let’s find where your
CRM is leaking deals.
Book a free call and we’ll walk your board together, column by column. You’ll leave knowing exactly where deals are slipping and the one or two automations that would stop the bleed — yours to keep whether or not we build them.