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CRM Automation

Stop losing deals to poor follow-up. AI-powered CRM automation captures every lead, scores them intelligently, and nurtures them until they're ready to buy.

40%
More conversions
5hrs
Saved per rep/week
100%
Lead follow-up

Automated CRM Pipeline

What we automate

Comprehensive CRM automation that handles the busywork so your team can focus on relationships.

Automatic Data Entry

AI captures contact information from emails, forms, and calls. Enriches records automatically with company and social data.

Intelligent Lead Scoring

AI analyses engagement, demographics, and behaviour to score leads. Your team focuses on the hottest prospects.

Automated Follow-ups

Personalised email and SMS sequences triggered by behaviour. Never let a lead go cold again.

Activity Logging

Calls, emails, and meetings logged automatically. Complete customer history without manual data entry.

Pipeline Management

Automated deal progression, reminders, and stage updates. Keep your sales pipeline flowing smoothly.

Customer Insights

AI-powered analytics reveal patterns, predict churn, and identify upsell opportunities.

CRM platforms we work with

We integrate with the CRM platforms New Zealand businesses use most.

HubSpot

Full integration with Marketing, Sales, and Service Hubs

Salesforce

Custom flows, triggers, and Einstein AI enhancement

Pipedrive

Automation for sales-focused teams

Zoho CRM

Workflow automation and custom modules

Monday.com

CRM workflows for project-based businesses

Custom CRM

Bespoke solutions for unique requirements

Real results: Auckland recruitment firm

A recruitment agency was losing candidates due to slow follow-up. Consultants spent hours on data entry instead of building relationships.

Automated candidate data capture from job applications
AI scoring prioritises hottest candidates for each role
Personalised follow-up sequences engage candidates automatically
Activity logging captures all touchpoints without manual entry
Result: 60% faster time-to-fill, 40% more placements

Ready to supercharge your CRM?

Get a free assessment of your current CRM setup and discover where automation can help.