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CRM & sales pipelines

A pipeline that updates itself and tells reps who to call next.

Book a call How we approach it
Sales team reviewing a pipeline report

Overview

The problemwe remove

The CRM is always out of date because updating it is a chore, so forecasts are guesswork and follow-ups slip.

Our approach

How weapproach it

  1. Step 1

    Audit pipeline stages, required fields and where data actually comes from.

  2. Step 2

    Automate enrichment, deduplication and stage changes from real activity.

  3. Step 3

    Add a daily prioritised call list based on intent and deal age.

  4. Step 4

    Build the reports leadership actually reads, and retire the rest.

Deliverables

What youget

  • Cleaned pipeline structure and field model
  • Automated enrichment and activity logging
  • Daily rep priority list
  • Pipeline and forecast dashboard

Technology we use

  • HubSpot
  • Salesforce
  • Clearbit
  • OpenAI
  • n8n
  • Looker Studio

Who it's for

Who wework with

  • Sales teams

    Losing leads to slow replies and manual CRM updates.

  • Clinics and services

    Front desks buried in bookings, reminders and no-shows.

  • Operators and logistics

    Dispatch, manifests and status updates done by phone.

  • Finance teams

    Invoices, reconciliation and approvals copied between systems.

Proof

Where we'vedone this

All work
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A chat and voice assistant that answers product questions, qualifies buyers and books in-home measurement visits outside showroom hours.

Vapi / OpenAI / HubSpot

FAQ

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Free consultation

Ready to explorecrm & sales pipelines?

Tell us about the work that slows your team down. We'll come prepared with real ideas, honest timelines and no sales pressure.

  • 30 focused minutes, no fluff
  • An engineer, not a salesperson
  • A clear next step and cost range
  • Reply within one business day, UTC+5:30

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