Sales and business automation that stops leads slipping through the cracks
A lot of businesses don't have a lead problem. They have a follow-up problem. Leads sit in an inbox, quotes go out late, and nobody remembers to ask for the review. We set up your CRM and automate the steps between first contact and paid invoice.
Here’s what
you get.
Speed to lead
A new web lead triggers an instant text, an email and a call from your sales team or dialer within a minute or two.
Missed-call text back
If nobody picks up, the caller gets a friendly text right away, so they don't move on to the next business on Google.
Follow-up that doesn't forget
Text and email sequences for quotes, no-shows and leads that went quiet, which stop as soon as someone replies.
A CRM your team will actually use
Pipelines, stages and fields that match how you sell, with the busywork filled in automatically.
Back office on autopilot
Quotes, invoices, payment reminders, review requests, onboarding emails and reports, triggered by what happens in your CRM.
The practical stuff.
- Where it fits
- Stage 05, Automate. Using AI to take the repetitive stuff off your team's plate. A person still signs off on anything important.
- Tools we use
- What you get
- Speed to lead
- Missed-call text back
- Follow-up that doesn't forget
- A CRM your team will actually use
- Back office on autopilot
- Who owns it
- You do. Accounts, data, code and content are set up in your name.
- Contract
- Month to month after setup. Cancel with 30 days’ notice.
Questions about
Sales & Business Automation
Which CRM should we use?
The one your team will actually use. HubSpot and GoHighLevel suit most small and mid-sized businesses. Salesforce makes sense once your sales process gets more complex. We can also work with what you already have.
Will automated texts get us in trouble?
Not if they're set up right. We register your business texting number (10DLC), only text people who've agreed to hear from you and include opt-out instructions in every sequence.
Who we do this for.
These work well together.
AI Integration
Chat assistants, document processing and automations that plug into the tools your team already uses.
Learn more
Agentic AI Development
AI agents that look things up, use your tools and finish multi-step tasks, with a person approving the important steps.
Learn more
Robotics & AI Programming
Computer vision, ROS 2 and on-device AI software for robots, cameras and sensors on the shop floor.
Learn moreWant to talk about Sales & Business Automation?
Call us or send a message. We’ll ask a few questions about your business and tell you honestly whether this is the right next step.