CRM & AI Integrations
Your CRM is only useful if the data in it is complete and current. We connect it to your inbox, calendar, website, store, support desk and ads, then add AI that enriches records, removes duplicates, summarises conversations, scores leads and triggers the next step. Your team sells; the CRM does the admin.
Every email, call and meeting gets logged and summarised without anyone typing. New leads arrive enriched with company data and a score. Deals that go quiet get flagged. Reports build themselves. And when a customer writes to support, the account manager sees it in the CRM before the next call.
We work with HubSpot, Pipedrive, Zoho, Salesforce, Close and GoHighLevel, and with custom databases when a CRM is not the right fit.
- Audit the data and the tools. What is in the CRM, what is missing, where the data really lives and how the team works.
- Design the flows. Which events update which records, which signals trigger which actions, who gets notified.
- Connect and automate. Native integrations where they exist, n8n or Make.com where they do not, custom code when needed.
- Train and tune. Short training for the team, then monthly checks on data quality and automation health.
- HubSpot connected to WooCommerce, Klaviyo and support desk for a full customer view
- Pipedrive with AI call summaries and automatic follow-up emails for a sales team
- Zoho CRM enriched from LinkedIn and company databases on every new lead
- Lead routing by territory and product with response-time alerts
- Agency CRM linked to proposals, invoices and project management
- Migration from spreadsheets to a CRM with cleaned and de-duplicated data
HubSpot · Pipedrive · Zoho CRM · Salesforce · Close · GoHighLevel · Airtable · n8n · Make.com · Clay · Apollo · Fireflies · Gong · Slack · Google Workspace · Microsoft 365. We choose the tool that fits your stack and budget; you own every account.
- Complete, current records without manual entry
- Faster follow-up and fewer leads falling through the cracks
- Reports and forecasts the team actually trusts
- One view of each customer across sales, marketing and support
Which CRMs do you work with?
HubSpot, Pipedrive, Zoho, Salesforce, Close and GoHighLevel most often. If you use something else, ask; most tools have an API we can connect to.
Can you clean our existing data?
Yes. De-duplication, enrichment, standardising fields and archiving dead records are usually the first step.
Will AI write into our CRM on its own?
Only for the fields and actions you allow. Anything sensitive, like changing a deal stage or emailing a customer, can require approval.
How long does an integration project take?
A focused integration takes one to three weeks. A full CRM setup with migration and automations takes four to eight.
Do you offer ongoing support?
Yes. A monthly plan covers monitoring, data quality checks and new automations as your process changes.
Tell us your CRM and the tools around it. We will map the integrations and automations that close the gaps.
