CRM Automation That Eliminates Manual Lead Management
Most businesses are paying for a CRM and then doing manually everything the CRM was supposed to automate. Leads sit in a spreadsheet. Follow-up depends on whoever remembers. Deals fall out of the pipeline because no one sent the next email. We connect your CRM to AI so the system works for you automatically. Follow Up Boss, HubSpot, ServiceTitan, Jobber, Go High Level - we tie them into Claude and n8n so your tasks create themselves, your follow-up runs on its own, and your pipeline moves without you babysitting it.
What We Deliver
- CRM configuration or selection based on your business model and sales process
- AI-powered task automation using Claude connected directly to your CRM (Follow Up Boss, HubSpot, etc.)
- Automated lead capture from all sources: web forms, phone, social, and referrals
- Lead scoring and priority routing based on source, service, and qualification signals
- Multi-channel follow-up sequences: email, SMS, voicemail drop at the right intervals
- Pipeline stage automation that moves deals forward based on actions and time elapsed
- Smart task creation where Claude reads incoming lead data and creates the right tasks, notes, and tags automatically
- Integration between your CRM and field service, invoicing, and communication tools
- Reporting dashboard showing pipeline velocity, conversion rates, and revenue by source
Productized Package
Lead Machine
A complete lead capture and nurture system. From website form to CRM record to automated follow-up sequences, nothing falls through the cracks.
Frequently Asked Questions
Starting at
$2,500 - $7,500
Every engagement starts with a scoping call. We confirm fit and price before any commitment.
Automate Your Lead Follow-Up