AI-Powered Data Entry
Calls end, notes get logged automatically. Emails come in, contacts get updated. AI captures every interaction without anyone typing a thing.
Your CRM should work for you, not the other way around
Your team spends hours on data entry, lead routing, and manual follow-ups. AI handles all of it — updating records, triggering workflows, routing leads to the right person, and following up on time, every time.
The Manual Work Problem
5.5 hrs
per week per rep on data entry
71%
of reps say CRM data entry wastes selling time
27%
of leads never get followed up
41%
of CRM data is incomplete or inaccurate
How It Works
AI that keeps your CRM clean and your pipeline moving
Connect your CRM. AI handles the busywork — data entry, lead routing, follow-up triggers, pipeline updates — so your team focuses on closing.
Smart Lead Routing
New lead comes in? AI evaluates source, service type, location, and value — then routes to the right rep instantly.
Automated Task Creation
Deal moves to a new stage? AI creates the follow-up tasks, schedules the reminders, and alerts the right people.
Follow-Up Triggers
No response in 48 hours? AI sends the follow-up. Proposal viewed? AI alerts the rep. Quote expires? AI re-engages.
Pipeline Management
AI keeps your pipeline honest — flagging stale deals, suggesting next steps, and forecasting based on actual behavior, not wishful thinking.
Client Communication
Appointment confirmations, status updates, review requests — personalized and sent automatically at the right moment.
Integrations by Industry
Works with the tools your industry runs on
Clio — Law Firms
Case management, time tracking, and client communication automated for legal practices.
Jobber — Trades
Job scheduling, quoting, invoicing, and client follow-up for contractors and home services.
ServiceTitan — Home Services
Full integration for HVAC, plumbing, electrical, and other home service businesses.
HubSpot — Agencies
Marketing automation, deal tracking, and client reporting for agencies and B2B services.
Salesforce
Enterprise CRM automation for larger organizations with complex sales processes.
Monday.com
Project management and workflow automation for teams that live in Monday.
What You Get
CRM that runs itself
- AI-powered data entry — contacts, notes, and interactions logged automatically
- Smart lead routing based on source, service, location, and value
- Automated follow-up triggers across email and text
- Pipeline management with stale deal detection
- Task automation for every deal stage transition
- Client communication automation (confirmations, updates, reviews)
- CRM integration with your existing platform
- Monthly optimization and workflow refinement
FAQ
Common questions
Do I keep my current CRM?
Yes. We build on top of what you already use. Jobber, ServiceTitan, HubSpot, Salesforce, Clio, Monday.com — we integrate with all of them. No migration required.
What gets automated exactly?
Data entry, lead routing, follow-up sequences, task creation, pipeline updates, client communication, and reporting. We map your specific workflows during the audit and automate the highest-impact ones first.
How long does setup take?
Most CRM automations are live within 2-3 weeks. We start with the workflows that save the most time and add more over the first 60 days.
What if my CRM isn't listed?
If it has an API, we can integrate with it. During the audit, we'll evaluate your CRM's capabilities and build the integration path. We've worked with dozens of platforms.
Let your CRM do the work it was supposed to do.
Book a free 30-minute call. We'll audit your current CRM workflows and identify exactly where AI can save your team hours every week.