AI for CRM and sales
Sales teams lose deals to slow follow-ups and stale pipelines. We add AI that scores new leads, drafts the next message for a person to approve, and keeps the CRM up to date from calls and emails.
How it works
- We connect to your CRM, inbox and calendar, or build a CRM around your process.
- We set up scoring and drafting with your best examples.
- Your team approves drafts; the pipeline updates itself.
What you get
- Leads scored on fit and intent
- Follow-ups drafted for a person to approve
- Calls, emails and notes logged for you
A good fit when
- Leads wait days for a reply
- The CRM is always out of date
- You are choosing between buying a CRM and building one
Talk to us about AI for CRM and sales
A 30-minute consultation: the problem, the data and what good would look like. We scope and quote after it.