Sales Automation
Automate your pipeline.
The follow-ups, quotes, reminders and stage updates that fill the gaps between sales conversations — handled, so your people are free for the conversations themselves.
Where deals actually go cold
Rarely in the meeting. Almost always in the gaps between them, when the admin around a deal loses to the work of delivering the last one.
- A quote goes out and nobody knows whether it was opened
- Follow-up depends on someone remembering to follow up
- The pipeline reflects last week, because updating it is a chore
- An interested lead goes quiet and nothing happens next
- Meetings get agreed in a thread and never reach a calendar
- The busiest weeks are exactly when follow-up stops
What it handles
Included from Pro upward, where the custom pipeline and automation workflows live.
- A full sales pipeline with stages built around how you actually sell
- Automated follow-up sequences over SMS and email
- Proposal and quote sending, with view tracking so you know what landed
- Meetings booked straight onto the calendar
- Custom automation workflows built for your process
- A reporting dashboard covering pipeline activity
How a lead moves through it
The same stages you already recognise — the difference is that moving between them stops depending on somebody remembering.
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New lead
Every enquiry lands on a centralised CRM contact record instead of in a phone, an inbox, or somebody's notebook.
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Qualified
The first response goes out immediately rather than whenever someone is free, and what comes back is captured against the record.
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Proposal sent
Quotes and proposals go out with view tracking, so "have they looked at it yet" is a fact rather than a guess.
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Follow-up sent
Automated sequences over SMS and email keep the conversation alive through the week where it would usually go quiet.
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Meeting scheduled
When the lead is ready to talk, booking happens against real calendar availability instead of a round of messages.
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Closed
The stage updates and the record stays complete — but the deal is closed by a person, not by the system.
What stays with your people
This does not replace a salesperson, and we would not sell it as if it did. It removes the operational work that surrounds a sale so the people doing the selling are spending their time on the parts that decide it.
- The conversation that actually earns the work
- Judgement about scope, fit and whether to take the job
- Pricing decisions and negotiation
- The relationship, and the reputation it builds
- Anything unusual enough to need a human answer
- Closing the deal
What we configure for you
A pipeline is only useful if it matches how your business really sells, which is configuration work rather than a setting.
Your setup fee is implementation work, not a software activation charge. Every system is built out and verified before launch.
- CRM and pipeline configured for your business
- Full sales pipeline with custom stages
- Custom-built automation workflows for your process
- Automated follow-up sequences over SMS and email
- Proposal and quote sending with view tracking
- Advanced onboarding with workflow configuration
How it works with the rest
Sales Automation moves what the other parts of the system bring in. On its own it would have a very quiet pipeline.
AI Receptionist
Answers the call and qualifies the lead, so the pipeline starts with a real contact record rather than a missed call.
Lead Follow-Up
Responds the moment a lead arrives — the first touch that decides whether there is a deal to move at all.
AI Appointment Booking
Turns a ready lead into a booked meeting against real availability, which is where most pipelines stall.
CRM & Pipeline
The shared record underneath all of it, so every stage change and message belongs to the same customer.
After it goes live
A post-launch check-in confirms the pipeline and workflows are still doing what they were built to do. From there it is maintained rather than handed over — hosting, updates, monitoring, backups and support are included, and change requests go through your support channel.
Tell us how your pipeline runs today.
We will tell you what we would automate, what we would leave to your team, and whether it is worth doing at all.