AI Automation for Business
Sales & CRM Automation
Follow-ups, quotations and reminders on autopilot
Follow-ups, quotations and reminders on autopilot. Sales & CRM Automation removes repetitive work from your stack so people spend time on decisions, not copy-paste.
- Projects delivered
- 200+
- Clients served
- 160+
- Years building software
- 10+
- Tools we automate often
- Tally · WhatsApp
What we do
Hand the repetitive work to software, keep people on decisions.
Follow-ups, quotations and reminders on autopilot. Sales & CRM Automation removes repetitive work from your stack so people spend time on decisions, not copy-paste.
We start with one high-frequency workflow, prove the time saved, then expand across teams with monitoring and clear ownership.
Ops and finance teams
Reliable handoffs between tools without adding headcount for every spike.
Sales and success teams
CRM updates, follow-ups and reports that happen automatically.
Leadership
Measurable cycle-time cuts and fewer process bottlenecks.
What we deliver
What Sales & CRM Automation includes.
- 01
Automatic follow-ups
Reminders and messages sent on schedule.
- 02
Quotation drafting
Quotes prepared from templates and CRM data.
- 03
Lead assignment
Enquiries routed to the right salesperson.
- 04
Pipeline reports
Daily and weekly summaries without manual work.
How we work
From first call to launch, in 4 clear steps.
Step 01
Discover & prioritise
We map the process, check whether the data can support the idea, and rank use cases by value against effort.
Step 02
Prototype & evaluate
A working slice on your real data, measured against an agreed evaluation set instead of a demo script.
Step 03
Harden & integrate
Guardrails, permissions, fallbacks, and integration into the systems your team already uses every day.
Step 04
Operate & improve
Monitoring for drift, cost, and quality, with a retraining rhythm and clear ownership after handover.
Technology
What we build it with.
Proven building blocks, chosen for your use case and your data rules.
- Workflow engineRuns steps on a schedule or when something happens.
- Language modelsRead, sort and draft where rules alone are not enough.
- Tally and accounting APIsEntries posted without retyping.
- WhatsApp and emailUpdates and reports delivered where people read them.
- REST and webhooksConnections to CRMs, ERPs and internal tools.
- Run logs and alertsFailures surface quickly instead of silently.
Selected work
Work we have shipped.
How we build AI
AI you can measure, control and own.
- 01
Measured, not assumed
Every use case ships with an evaluation set and a baseline, so improvement is a number rather than an opinion.
- 02
Humans stay in control
Irreversible actions need approval, confidence thresholds route to people, and every action is logged.
- 03
Your data stays yours
Access-scoped deployments, retention rules you define, and no training on your data without written consent.
- 04
Built to be handed over
Documentation, runbooks, and enablement so your engineers can own and extend what we build.
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FAQ
Questions, answered.
It depends on the workflows and integrations involved. After discovery we agree a first release you can run and measure, then expand from there.
Usually the one that happens most often and follows clear rules. We help you pick it in discovery.
Exceptions route to a person, every run is logged, and irreversible steps can require approval.
Yes. Tally and other accounting tools are among the systems we connect most often.
Ready to scope Sales & CRM Automation?
Walk us through one task your team repeats every day, and we will show how it could run on its own.