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    Service 04

    CRM & Sales Automation

    AI as the rep's back office, not AI talking to your prospects unsupervised. Leads arrive researched and scored, the CRM writes itself after every call, follow-ups and proposals wait as drafts for a person to approve.

    Price
    from $2,000
    Time to live
    from 1–2 weeks
    Price it in the calculator ›
    CRM & Sales Automation

    What it does

    • 01Lead enrichment: company size, stack, news and role in the CRM before the first call
    • 02Scoring and routing so the hottest inbound lands with the right rep in minutes
    • 03CRM hygiene: call notes, stage updates and next steps written after each touchpoint
    • 04Drafted first-touch, follow-up and proposal text, queued for approval
    • 05Pipeline summaries and forecast prep for the Monday meeting
    • 06HubSpot, Pipedrive, Salesforce or any CRM with an API; no migration

    What ships in the first two weeks

    1. Week 1: enrichment and scoring live on new inbound, baseline of lead-to-first-touch time
    2. Week 2: call notes and drafted follow-ups in the CRM for one team
    3. Handover: runbook, approval workflow, three months of fixes

    Every deliverable ends with code in your repository, a runbook and three months of fixes. Scope and price are fixed in writing before we start.

    Questions

    01Will AI write to my prospects directly?

    Only if you choose that, and we advise starting with drafts a rep approves. Enrichment, scoring and CRM updates carry most of the value with none of the brand risk.

    02Which CRMs do you integrate with?

    HubSpot, Pipedrive, Salesforce and anything with an API, including self-hosted CRMs. The automation writes to your existing fields and pipelines.

    03How is success measured?

    Three numbers from your CRM, baselined before launch: time from lead to first touch, share of records with complete data and follow-ups sent per rep per week.

    04What does it cost?

    Engagements start around 2,000 dollars for enrichment and scoring on one CRM; a fuller build with drafting and pipeline summaries is quoted fixed after a free 30-minute scoping call.

    Go deeperThe hidden cost of not using AI, honestly counted

    Scope this in a 30-minute call

    You describe the process, we tell you what a first version costs and how long it takes. Free, no slides.

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