04 · Growth & Revenue

Your CRM Has Everything It Needs to Close More Deals. It Is Just Not Doing It.

Most businesses use less than 20% of their CRM’s capability — not because the tool is bad, but because nobody automated the parts that should never require a human. We fix that in 7 days. Every lead captured. Every follow-up sent. Every pipeline stage updated. Automatically.

Get a Free Audit

Your CRM knows everything. It just is not acting on it.

It knows which leads were never contacted, which deals have sat in the same stage for six weeks, and which clients have not heard from you in 90 days. It just is not doing anything about it.

This is not a people problem. Your team is spending 3 to 4 hours every day doing things your CRM should be doing for them — manual data entry, individual follow-up emails, dragging deals between stages, building reports from scratch.

Every hour spent on that admin is an hour not spent selling. We automate all of it. In 7 days. Without replacing your CRM or changing how your team works.

What we automate

Lead managementEvery lead from every source captured, enriched with company data, scored, and entered into your CRM within seconds. Zero manual data entry.
Follow-up sequencesEvery new lead gets a timed, personalised sequence of emails, SMS, and tasks — triggered by behaviour. The leads that would have fallen through the cracks get followed up.
Pipeline automationStages update automatically as deals progress. Cold deals trigger a task. Proposals open for 3 days with no response trigger an alert. The pipeline always reflects reality.
Reporting & visibilityEvery Monday, an automated report shows new leads, pipeline value, conversion rate, deals closed, and what needs attention today. No spreadsheets.
Revenue operationsA Won deal triggers the welcome email, invoice creation, onboarding tasks, and pipeline move — automatically, every time, with nothing missed.
Client retentionDisengagement signals flag at-risk clients before they leave. Renewals trigger at 90, 60, 30 days. Reviews are requested at exactly the right moment.

Three tiers

Starter — Lead Management$800$100/mo · 4 days
  • Every lead captured automatically
  • Every contact enriched with company data
  • Lead qualification and scoring
  • WhatsApp & SMS conversations logged
Best for: Businesses losing leads to slow response.
Growth — Full Pipeline$1,500$200/mo · 7 days
  • Everything in Starter
  • Pipeline stages update automatically
  • Tasks created when leads go cold
  • Calls & meetings logged with AI summaries
  • Proposals generated and sent via DocuSign
Best for: Teams spending too much time on admin.
Revenue — Full Stack$2,500$350/mo · 10 days
  • Everything in Growth
  • Won deal → onboarding triggered
  • Contract & renewal tracking
  • At-risk client alerts
  • Review request automation
Best for: Businesses that can’t afford anything to slip.

Platform agnostic — we automate whichever CRM you already use (HubSpot, Salesforce, GoHighLevel, Pipedrive, Zoho, or any CRM with an API). We never ask you to switch.

How it works

1
Free CRM review (30 minutes)
We look at your live CRM together and identify 5 specific gaps using your real data. If we cannot find significant problems, we tell you honestly and you owe nothing.
2
Proposal within 2 hours
Exactly what we will automate, which tier fits, the go-live date, and the price.
3
You approve and pay 50%
A simple access request for your CRM and connected tools.
4
We build in sandbox first
Everything built and tested in isolation — your real pipeline and leads are never touched until verified.
5
Live testing
One real transaction processed through the live system. Everything verified before we proceed.
6
You pay the remaining 50% and we hand over
30-minute call with your sales team showing automations running live. Then we monitor 24/7 and fix anything before you notice.

Frequently asked questions

Do we need to change our CRM?
No. We automate the CRM you already use — HubSpot, Salesforce, GoHighLevel, Pipedrive, Zoho, and any CRM with an API. Your team keeps the tools they know.
How is this different from the automation built into our CRM?
Native automation is limited to one platform. We connect your CRM to every other tool — accounting, documents, calendar, SMS, WhatsApp — and add AI capabilities native tools do not have. Automations that span your entire sales operation, not just one system.
Will you touch our live CRM data during the build?
No. We build and test in a sandbox completely separate from your live data. Your real pipeline is not touched until everything works and you have approved.
What if we do not have a CRM yet?
We recommend and set one up as part of the service — HubSpot free tier for most, GoHighLevel where you need marketing automation alongside.
Do you guarantee results?
We guarantee the automation works exactly as specified. We cannot guarantee revenue outcomes — those depend on your leads and your team’s conversations. We guarantee every lead is captured, every follow-up sent, and nothing falls through the cracks.
What if something breaks?
We monitor all automations 24/7. Our systems alert us the moment anything fails. We fix and notify you proactively — before you contact us. All fixes included.
Can we keep the automations running without you after cancellation?
Yes. They run on n8n which is open source. We hand over full documentation — any developer can maintain it. We built it, you own it. No exit fee after the 3-month minimum.
Agent online — 24/7

Ready to see CRM Automation working on your business?

Ask our agent anything — what it does, what it costs, whether it fits your business. It answers instantly and books your discovery session directly. No form, no waiting.

Get a Free Audit