Clean data without uncontrolled changes
We use explicit matching rules, confidence thresholds, field-level permissions, change logs, and approval gates. Enrichment sources are selected with your data policy in mind.
CRM automation
CRM automation.
Your records, up to date.
Keep contacts, deal stages and follow-up tasks in sync with your other tools. Review sensitive changes before they reach your CRM.
- Your existing tools
- Human approval built in
- No upfront payment
- Input
Update received
New contact or deal information arrives.
- Preparation
Data checked
Duplicates and missing fields identified.
- Your team
Changes reviewed
Sensitive updates wait for approval.
- Connected tools
CRM synchronised
Approved records and tasks are updated.
Illustrative workflow. Sensitive actions stay subject to your approval.
Practical places to start
Why CRM data quality declines
Automate CRM data capture, enrichment, routing, follow-ups, duplicate checks, and pipeline hygiene across your existing sales tools.
- New enquiries arrive through disconnected channels
- Fields are incomplete or formatted differently
- Follow-up tasks depend on someone remembering
- Duplicate records and stale opportunities hide the real pipeline
How we work
A practical CRM workflow
- 01
Capture
A lead, customer update, booking, or payment event arrives from an approved source.
- 02
Match
The workflow finds the correct record and checks for duplicates or missing identifiers.
- 03
Prepare
Rules and AI extraction standardise fields, classify the request, and prepare the next action.
- 04
Approve
Sensitive merges, ownership changes, or uncertain data wait for human confirmation.
- 05
Act
The CRM, task list, notification, and reporting data update together.
Integrations
HubSpot, Salesforce, Pipedrive, Zoho CRM, Airtable, Gmail, Outlook, Typeform, Tally, Calendly, Stripe, Shopify, Google Sheets, Slack, Microsoft Teams, n8n, Make, Zapier, and custom APIs.
Before we start
CRM automation FAQ
Do we need to replace our CRM?
No. The goal is usually to improve the CRM and surrounding workflow you already have.
Can it prevent duplicate records?
It can check defined identifiers and similarity rules before creating or merging records. Ambiguous matches can be sent for review.
Can AI read enquiries from email or forms?
Yes. An AI agent can extract structured details from approved unstructured inputs, then pass them through validation and approval rules.
Find your starting point
What would you like to take off your plate?
Tell us about one repetitive task and the tools you use. Get two initial automation ideas by email, with an outline of possible next steps.
- Two ideas matched to your task
- A suggested first workflow
- No obligation to proceed
Prefer a conversation?
Book a discovery call