AI CRM Automation: A CRM that keeps itself up to date
AI that logs activity, summarises conversations, updates deal stages, and tells your team which customers need attention next.
AI CRM Automation
Problems we solve
Incomplete CRM records
Activity goes unlogged, so the data cannot be trusted.
Time lost to admin
Sales staff spend hours updating records instead of selling.
Stalled deals unnoticed
Opportunities go cold without anyone spotting it.
Duplicate and messy data
Contacts entered several times with different details.
How we solve it
What’s included
Automatic activity logging
Emails, messages, and call notes attached to records.
Conversation summaries
Key points and next steps captured by AI.
Smart field updates
Deal stage, value, and dates suggested from conversations.
Deal health alerts
Stalled and at-risk deals flagged to owners.
Data clean-up
Duplicate detection and record enrichment.
What you get
Trustworthy pipeline
Records that reflect what is actually happening.
More selling time
Less admin for the sales team.
Fewer lost deals
Early warning when opportunities go quiet.
How the work runs
CRM audit
Review data quality, fields, and pipeline stages.
Connect channels
Link email, messaging, and calling tools.
Configure AI rules
Summaries, updates, and alerts set up.
Review & tune
Check suggestions and adjust thresholds.
Technologies we use
Pricing
Project-based
Custom Quote
Quoted after a CRM audit, based on connected channels, automation rules, and data clean-up needs.
- CRM and data-quality audit
- Channel integrations
- AI summaries and field updates
- Deal health alerts
- Duplicate detection
- Team walkthrough
AI CRM Automation: frequently asked questions
Do we need to change CRMs?
Usually not. We work with the CRM you already use if it has an API, or with a custom CRM we build.
Will AI overwrite important fields?
Only where you allow it. Sensitive fields can require approval before any change is applied.
Can it log WhatsApp conversations?
Yes, for business accounts on the WhatsApp Business Platform.
Industries we build this for
Part of these solutions
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Tell us what you are trying to build. We will tell you honestly whether it is a fit, and what it would take.
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