Stop Losing Deals to Data Entry
Sales process and CRM automation for UK businesses. We take the data-entry tax off your reps so they can stay on the phone and your CRM stays honest.
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 The CRM is out of date because nobody types in the call notes, the activity history is full of gaps, and the pipeline report the MD looks at on Monday morning is not quite what is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. Our Sales & CRM work 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.
more sales activity per rep, without new hires
Who this is for
Owner-managed and mid-market UK businesses where the sales team is more productive on the phone than at a keyboard, and the CRM is slipping as a result. Especially useful for B2B services firms, manufacturing sales teams, recruitment desks, and any organisation where deals depend on follow-up discipline rather than first contact.
What we do
- New leads sorted and ranked the moment they come in
- CRM entries that write themselves after every call or email
- Follow-up emails that go out automatically when a lead shows interest
How it runs
We start with a short call to understand which CRM you run, where the data-entry friction sits, and what your sales manager looks at on Monday morning. We then build the activity-logging and routing workflows against your real data, ship to one team first, measure, then expand. Your sales manager stays in charge of any record change that affects forecasting.
Frequently asked questions
Do we have to change our CRM?+
No. We work with HubSpot, Pipedrive, Salesforce, Twenty, Zoho, and most other systems. The AI sits alongside your existing CRM rather than replacing it. If your CRM stores data, we can read from and write to it.
Will the team see drafted activity notes before they save?+
Yes. Every AI-drafted call summary or pipeline update lands in a review queue first. Your reps approve, edit, or reject before anything writes to the CRM. The data-entry tax goes away, the human judgement stays.
How quickly does the pipeline start to reflect reality?+
Most clients see a measurable shift in the first month. The bigger the historical CRM gap, the faster the change becomes visible. By month three the Monday-morning pipeline report is usually a different conversation.
What does an engagement like this cost?+
Scoped per business. We do not publish prices because the right approach depends on your CRM, your team size, and how much customer data currently lives outside the system. The free AI Opportunity Report gives you an honest estimate before any commitment.
Could this work for your business?
A free 45-minute call to walk through where this fits and what the numbers look like for you. No pitch.
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