Convert · Turn enquiries into customers
CRM automation that keeps follow-up consistent without the admin
CRM and sales workflows that keep pipelines moving without extra admin.
We reply within one working day. No obligation.
Why CRMs end up ignored
Every new enquiry has to be typed in by hand, so half of them never are.
Follow-up depends on who remembers, so good leads go quiet.
Quotes go out and nobody chases them.
The same details are copied between email, the CRM, spreadsheets and the accounts system.
The CRM was set up years ago by someone who has left, and nobody trusts the data.
Next step
We reply within one working day. No obligation.
What we automate
Records that create themselves
Website forms, enquiry emails, the AI Front Desk and booking tools create or update CRM records automatically, with duplicates caught.
Follow-up that happens on time
Tasks and reminders are set the moment a lead arrives or a deal changes stage. Routine follow-up emails go out on a schedule you control.
Quotes and proposals chased
Sent quotes trigger a sequence of polite chasers that stops as soon as the customer replies.
Actions when a deal moves
Moving a deal to won can create the job, set up the project folder in SharePoint, notify the delivery team in Teams and hand over to Automate.
CRM integration with the tools you use
Outlook, Teams, your website forms, booking system and accounts package connected, so details are entered once.
Clean data
Required fields, sensible picklists and duplicate checks, so reports can be trusted.
Next step
We reply within one working day. No obligation.
CRM implementation and consultancy, if you need it first
No CRM yet, or one nobody likes? We help you choose what fits your size and your Microsoft 365 setup, then handle the CRM implementation: configuration, moving your data across from spreadsheets or the old system, and training. Our CRM consultancy is practical rather than theoretical. We recommend it and then we build it.
If a lighter option is enough, such as a simple pipeline in Microsoft 365, we will say so.
Sales automation that still sounds like you
Automation handles reminders, routine updates and chasers. Conversations that need judgement stay with your people. Every automated email is written with you, sent from a real person's address where appropriate, and easy to switch off. If you want AI to draft personal follow-ups for your team to approve, see the AI sales agent.
CRM automation, lead management or AI sales agent?
CRM and sales automation: rules that do the follow-up admin automatically. This page.
Lead management systems: one clear view of every lead, owner and next step.
AI sales agent: AI that qualifies leads, scores them and drafts personal follow-ups.
What you get
A review of your current CRM, or a recommendation if you do not have one.
A map of the follow-up process, agreed with the people who sell.
CRM workflow automation for capture, tasks, sequences and quote chasers.
Integrations with Outlook, Teams, forms and the other systems we agree.
Data tidy-up and migration where needed.
Training, a short admin guide and a list of every automation and what it does.
How we work
- 01
Understand
We look at how you sell today, what the CRM holds and where follow-up breaks down.
- 02
Assess
We agree which automations will save the most time or recover the most leads, and in what order.
- 03
Improve
We build and test each automation with real records before switching it on.
- 04
Support
We review results with you and adjust. Ongoing support is available if you want it.
What it looks like in practice
Illustrative example, not a client result: a commercial cleaning company sends quotes by email and hopes for replies. With CRM automation, each quote creates a deal, the customer gets a friendly chaser after a few days and another a week later, the salesperson gets a Teams nudge if there is still no answer, and a won deal creates the site set-up checklist for operations.
FAQs
Common questions
What is CRM automation?
Using rules to make your CRM do routine work: creating records, setting tasks, sending follow-ups, chasing quotes and updating other systems when something changes. It keeps follow-up consistent and the data up to date without extra effort from your team.
Which CRMs do you work with?
We start with the CRM you already have and check it can support the automation you need. If you do not have one, we recommend an option that fits your size and works well with Microsoft 365.
Will automated emails feel robotic?
Not if they are written well and used for the right things. We write them with you, keep them short and personal, and use automation for reminders and chasers rather than conversations that need a person.
Can you move us off spreadsheets?
Yes. We map what the spreadsheets hold, clean the data and move it into the new system, then switch off the old version so there is one source of truth.
Do you only advise, or do you build it?
Both. The consultancy leads straight into implementation, and we build and test the automations ourselves.
How much does it cost?
It depends on the CRM, the number of automations and integrations, and any data migration. We scope it after the consultation and give you a clear proposal first.
Tell us what is not working
You don't need a fully defined project before you talk to us. We reply within one working day.