AI CRM Integration
Activity logging, data enrichment and pipeline hygiene automation so your sales team stops typing call notes and the CRM actually reflects what is happening.
Every sales team we meet has the same quiet problem. The CRM is out of date because nobody types in the call notes, the activity history is full of gaps, and the pipeline report the MD looks at on Monday morning is not quite what is really going on. AI CRM Integration closes that gap by letting the activity write itself, enriching the records your team has not had time to update, and keeping the pipeline honest.
Who this is for
Sales-led businesses running HubSpot, Pipedrive, Salesforce, Twenty, Zoho or a similar CRM, where the sales team is more productive on the phone than at a keyboard and the CRM is slipping as a result.
What you get
Call and meeting notes written automatically
Your sales rep finishes a call. The summary, the next steps and the updates to the relevant CRM records are drafted and ready for review.
Records enriched without manual research
Company size, recent news, key contacts. Pulled in automatically rather than left as blank fields.
A pipeline that reflects reality
Stage changes, stuck deals and overdue follow-ups get surfaced so the sales manager sees the pipeline as it actually stands.
Reps back on the phone
The typing work that was the main reason nobody kept the CRM up to date comes off their desk.
How it runs
Scoping call to agree which CRM, which workflows and which safeguards you want. Build phase against a sample of your real activity. Roll out to one team first, measure, then expand. Your sales manager stays in charge of any record change that affects forecasting.
Next step is a scoping call
Fifteen minutes to understand whether the fit is right. If it is not, we will tell you directly.
Scope a CRM integrationOther products
AI Opportunity Report
A free written report, delivered within 24 hours, picking out two or three places where AI would pay for itself quickly in your business.
Automation Quick Win
A single narrowly-scoped process automated end-to-end, with a measurable shift in a specific KPI inside the first quarter.
AI Pilot Programme
A structured pilot with a baseline, a live build, and a go or no-go decision framework at the end, so the commitment question is answered with evidence rather than a hunch.