CRM automation that keeps your sales records up to date.
A CRM is only as good as what gets put in it. We automate the updates: enquiries, calls, quotes, orders and follow-ups land in your customer records on their own, so your pipeline is accurate without your team typing it in.
No big upheaval. We plug into the system you already use.
Sound familiar?
- Half the team's numbers live in their heads
- The CRM was meant to fix it, but nobody updates it
- Call outcomes stay in the phone system
- Reports are only as current as the last time someone had a spare hour
What we automate
Records created automatically
New enquiries from calls, forms and email become contacts and opportunities.
Activity logged
Calls, texts, emails and quote follow-ups recorded against the right customer.
Pipeline stages
Deals move stage when something actually happens (quote sent, accepted, invoiced).
Tasks and reminders
Reps reminded who to call next, based on what's happened.
Clean data
Duplicates and missing details flagged before they spoil your reports.
How it works
A 15-minute call
You tell us where things get missed. We tell you straight if we can fix it.
We map the process
How the work flows today, across which systems and which people.
We build and connect it
Around the systems you already run. Your team is shown how it works.
We look after it
Monitoring, support and small changes every month.
Works with the systems you already run
Every system is different. We'll tell you on the first call what's possible with yours, and we won't promise a connection we can't build.
Who it's for
- Sales Directors
- Sales Operations Managers
- Commercial Directors
- Business owners
The systems we set up
Quotes go out. Then nothing happens.
Quote Chaser
Every quote chased until you get a yes or no.
How it worksHundreds of calls, and no idea which ones turned into sales.
Call Tracker
Every call outcome lands in your reports automatically.
How it worksYour numbers are in five places and none of them agree.
Business Dashboards
Your key numbers on one screen, updated every day.
How it worksBuilt on real jobs
Straight answers
Do we need to change CRM?
No. We work with the one you have. If you don't have one, we can set up a simple one as part of the build.
Will my team need training?
Very little. The point is that the records update themselves, so there's less for your team to do, not more.
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Read the guideEvery call. Every quote. Every pound.
Be the business that follows up.
Fifteen minutes on the phone. We'll find where things are getting missed and tell you straight if we can fix it.
You don't need to decide anything on the call. Just take a look at how it works.