Tool · AI CRM
A CRM that updates itself and never lets a lead go cold
We set up an AI-powered CRM, or add AI to the one you already use, so every enquiry from email, calls, forms and chat is captured, scored, followed up on time and logged without anyone typing it in.
Set up as a pilot from £1,500, then supported from £750 a month
What it does
How it fits together
Small businesses where leads arrive from several places and follow-up depends on someone remembering to do it.
- 01Captures: Enquiries from email, web forms, calls and chat land in one place automatically.
- 02Scores: AI fills in the company details, scores each lead and routes it to the right person.
- 03Follows up: Replies and follow-ups are drafted for your team to approve, with reminders before anything goes cold.
- 04Reports: Your pipeline and forecast in plain English, every Monday morning.
How it works
Small businesses where leads arrive from several places and follow-up depends on someone remembering to do it.
Captures
Enquiries from email, web forms, calls and chat land in one place automatically.
Scores
AI fills in the company details, scores each lead and routes it to the right person.
Follows up
Replies and follow-ups are drafted for your team to approve, with reminders before anything goes cold.
Reports
Your pipeline and forecast in plain English, every Monday morning.
Built with AI, experts and your data
Small businesses where leads arrive from several places and follow-up depends on someone remembering to do it.
- Works with HubSpot, Salesforce, Zoho, Pipedrive or monday.com
- Call and chat notes logged by the AI Receptionist
- Follow-up drafts in your tone, approved by your team
- Lead scoring and routing you can see and adjust
- Weekly pipeline and forecast summary
Common questions
Do we need a new CRM?
Usually not. We add AI to the CRM you already pay for. If you don't have one, we'll recommend and set up the simplest fit.
Will it email customers on its own?
Not unless you want it to. By default it drafts and your team approves.
How long does setup take?
Typically 2 to 4 weeks, run as a pilot so you see it working first.
See it working on your business
A short demo with your own calls, content or data. Not sure it fits? The AI Readiness Check will tell you.