The problem
Your CRM is full of data. Your team is full of busy. Neither is talking to each other.
Most SMEs have a CRM. Most of them are messy. Leads go cold, follow-ups get missed and your best prospects fall through the cracks, not because your team is bad, but because the system isn’t set up to work intelligently.
Manual data entry eating hours
Your team spends more time updating records than selling. Every forgotten follow-up is revenue left on the table.
No lead scoring or prioritisation
Hot leads and cold leads sit in the same list. Your sales team wastes time chasing the wrong people.
Automations that break or misfire
Off-the-shelf CRM automations are rigid. They can't adapt to real conversations or changing pipeline stages.
Siloed customer data
Support tickets, emails, call notes and order history live in different tools. No single view of the customer.
How it works
From messy CRM to intelligent pipeline
CRM audit and data clean-up
We map your current setup, fix broken fields, deduplicate records and establish a clean foundation for automation.
AI lead scoring and routing
AI agents score every lead based on behaviour, fit and intent, automatically surfacing the hottest opportunities for your team.
Follow-up automation that sounds human
AI drafts and sends follow-up emails, calls and messages that match your tone of voice. Fixed before they go out. No embarrassing hallucinations.
Unified customer timeline
Support tickets, emails and call notes feed back into the CRM automatically. Your team sees the full customer story without lifting a finger.
What you get
CRM that works while you sleep
- AI lead scoring that identifies your best prospects
- Automated follow-up sequences that sound human
- Pipeline visibility: see every deal stage at a glance
- CRM data enrichment: every contact record completed automatically
- Follow-up reminders that never get missed
- Integration with your email, calendar and phone system
- Custom pipeline stages that match your actual sales process
- Weekly AI-generated pipeline reports
Part of your AIOS
CRM integration is one layer of your AI Operating System
AI CRM integration works best when it’s connected to the rest of your operations. As part of an AIOS, your CRM talks to your marketing automation, customer support, invoicing and reporting, creating one intelligent system that runs your business.
Frequently asked questions
Which CRMs do you integrate with?
We work with HubSpot, Salesforce, Pipedrive, Zoho, Close and most other major CRMs. If it has an API, we can integrate with it.
Will this replace my current CRM?
Usually not. We integrate with your existing CRM and add intelligence on top. If your current setup is beyond saving, we'll recommend a migration path.
How long does an AI CRM integration take?
Most projects take 4 to 8 weeks depending on data complexity, number of integrations and your team's availability. We'll give you a clear timeline after the discovery phase.
Is my data secure?
Yes. We use enterprise-grade encryption, never store credentials in plain text and process data through UK/EU-hosted infrastructure. Full DPA available on request.
My team isn't technical. Will they be able to use it?
That's the whole point. Your team uses the CRM the way they always have, and the AI works in the background. We include training and documentation as standard.
Stop letting leads slip through the cracks.
Book a free 30-minute consultation. We’ll audit your current CRM setup and show you exactly where AI integration will have the biggest impact.