I automate your entire CRM pipeline — from lead capture and AI scoring to follow-up sequences, deal updates, and revenue reporting. Your sales process runs 24/7 without manual intervention.
Workflows, sequences, deal automation, AI enrichment
Pipelines, sub-accounts, AI chat, workflow automation
Lead sync, AI auto-reply, OpenAI outreach sequences
Flow automation, API integration, data sync
Deal sync, webhook triggers, automation
Custom CRM builds with Make.com sync
Inbound leads from forms, ads, LinkedIn, and webhooks flow automatically into the right CRM pipeline — with owner assignment, lead score, and instant Slack notification to the rep.
OpenAI evaluates incoming leads against your ICP criteria — company size, industry, tech stack, intent signals — and assigns a score. Hot leads get immediate priority routing.
OpenAI drafts personalized follow-up emails based on lead source, company, and previous CRM activity. Sent automatically at optimal intervals — or queued for one-click human send.
Stage changes trigger automatic actions — contract sends, onboarding sequences, finance notifications, and Slack updates. Zero manual handoff between deal stages.
Weekly and monthly revenue reports assembled automatically from CRM data — pipeline health, conversion rates, rep performance — delivered to leadership via email or Slack.
Keep multiple CRMs, databases, and project tools in sync. Deduplication, field normalization, and automatic data enrichment from LinkedIn or company APIs — all hands-free.
No. I work with your existing CRM and add automation on top of it — using n8n, Make.com, or Zapier to extend what it can do natively. The only time a CRM switch makes sense is if your current tool fundamentally can't support your workflow, and I'll tell you honestly if that's the case.
Yes. I integrate OpenAI into HubSpot workflows via n8n — so HubSpot triggers (new contact, stage change, form submit) invoke AI scoring, draft personalized emails, classify intent, and update properties automatically. HubSpot's native AI features are also available and I incorporate those where they fit.
The most common results I see: faster lead response time (from hours to minutes), 30–60% reduction in manual data entry, more consistent follow-up sequences, and higher pipeline visibility. Most clients recover the project cost within 30–60 days from productivity savings and improved conversion rates.
Book a free 30-minute call to map your current CRM workflow and identify the highest-value automation opportunities.