Automation & Integrations
CRM Automation with AI
We automate CRM operations using AI + reliable workflows: qualify leads, extract key fields, route to owners, draft follow-ups, and keep everything auditable. Designed to reduce manual work without breaking trust. Delivery aligned to United Kingdom teams (GBP).
Overview
What this service is
This service builds AI-assisted workflows on top of your CRM and lead sources: enrichment, scoring, routing, and follow-ups.
We keep workflows reliable with validation, approvals, and retry safety—so automation doesn’t create messy data.
Delivery includes monitoring and evaluation checks so quality improves over time, not degrades.
Start Small
Start small in 7 days
Three pilot-friendly options that reduce risk and ship value fast. Choose one, share access, and we deliver a production-ready baseline.
Standard
AI delivery standard
Quality and safety practices we ship with AI builds so the system stays measurable, maintainable, and production-ready.
Logging + tracing
Conversation and tool traces with request IDs, error visibility, and debug-friendly runbooks.
Guardrails + safety
Tool allowlists, PII-safe patterns, refusal behavior, and escalation routes for edge cases.
Evals + regression tests
Golden queries, scorecards, and regression checks so quality improves over time instead of drifting.
Cost + latency controls
Caching, prompt discipline, retrieval tuning, and routing so your app stays fast and predictable at scale.
Documentation + handoff
Architecture notes, environment setup, and next-step roadmap so your team can iterate safely after launch.
Security-first integration
Secrets isolation, role-based access, audit-friendly actions, and minimal data retention by design.
Benefits
What you get
Reduce manual lead triage and routing
Improve data quality with structured extraction
Respond faster with drafted follow-ups
Keep humans in control with approvals
Maintain an audit trail for operations
Scale reliably with retries and dedupe rules
Features
What we deliver
Lead ingestion and enrichment
Ingest leads from forms, email, chat, and ads—then enrich and normalize into your CRM safely.
Qualification and scoring
Use AI and deterministic rules to score leads and route them to the right owner or workflow.
Structured field extraction
Extract company, intent, budget signals, and needs into typed fields with validation and confidence thresholds.
Follow-up drafting
Draft outreach messages and summaries for reps with brand-safe templates and guardrails.
Approvals and audit logs
Approvals for risky updates and clear logs so ops teams can trust and troubleshoot automation behavior.
Monitoring and reporting
Dashboards for lead throughput, routing outcomes, error rates, and AI cost/latency metrics.
Process
How we work
Discovery
CRM model, lead sources, and routing rules.
Design
Workflow steps, approvals, and data validation.
Build
Integrations, AI steps, and monitoring.
QA
Replay tests and ops validation.
Launch
Rollout + handoff.
Tech Stack
Technologies we use
Core
Tools
Services
Use Cases
Who this is for
Inbound lead qualification
Score and route leads with extracted fields and a clear audit trail for ops teams.
Sales follow-up automation
Draft follow-ups and create tasks automatically based on lead intent and interaction context.
Pipeline hygiene
Detect duplicates, missing data, and stale opportunities and trigger cleanup workflows safely.
Support-to-sales handoff
Extract intent from support conversations and create CRM entries with summaries and next steps.
Account research summaries
Generate structured briefs for reps from notes, emails, and internal knowledge sources.
AI Case Examples
Micro case studies (anonymous)
A few safe examples of outcomes we build for real operations—no client names, just results.
Secure Mobile Solution in Australian Defence Ecosystem
Problem: Secure data workflows were required in a regulated environment with strict access controls.
Solution: Hardened architecture with strict auth, encrypted storage, and audit-friendly engineering patterns.
Outcome: Deployed securely within a regulated ecosystem with clear handoff and operational guidance.
AI Knowledge Base Across 2,000+ Pages
Problem: Teams needed fast answers across long PDFs, but search was slow and results were inconsistent.
Solution: RAG with hybrid retrieval and reranking, plus grounded answers and safer fallback behavior.
Outcome: Reliable answers with <10s response times and measurable improvements on real queries.
Ops Automation with AI + n8n
Problem: Manual approvals and CRM syncing created delays and data inconsistencies across tools.
Solution: Event-driven automation with validation gates and AI-assisted classification where it improved routing.
Outcome: Reduced manual workload significantly with more reliable workflows and operator visibility.
Explore
Related solutions & technologies
Useful next pages if you’re planning an AI pilot or scaling this into a larger product.
Related solutions
FAQ
Frequently asked questions
Most CRMs with APIs, including HubSpot, Salesforce, and Pipedrive. We scope based on your current setup and access constraints.
Yes. Approvals and review queues are common for sensitive updates or high-impact routing rules.
Not if implemented correctly. We use validation, confidence thresholds, and dedupe logic to keep data quality high.
We track throughput, response time, conversion proxy metrics, and error rates—plus AI cost and quality signals.
Yes. We can integrate follow-ups with email/SMS providers and ensure opt-out and compliance flows where required.
Start with lead ingestion + routing + basic qualification, then add drafting and enrichment once the pipeline is stable.
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Regional
Delivery considerations for your region
Compliance & Data (UK/EU)
For UK teams, we default to GDPR-first thinking: data minimisation, purpose-limited storage, and clear access boundaries.
We can work under a DPA (template available on request) and implement practical retention/deletion flows when needed.
- GDPR-first patterns (minimise, restrict, document)
- DPA template available on request
- Retention/deletion and export flows where required
- Least-privilege access and secure session handling
- PII-safe logging + secure-by-default configuration
- NDA available for early-stage discussions
Timezone & Collaboration (UK/EU)
We align to UK time and EU overlap (GMT/BST with CET-friendly windows) for fast feedback cycles.
We keep the process lightweight: async updates, clear priorities, and written decisions to avoid ambiguity.
- UK/EU overlap with GMT/BST windows
- Async-first delivery with documented scope
- Weekly milestones and structured demos
- Clear escalation path for blockers
- Tight change control with clear sign-offs
Engagement & Procurement (UK)
We support typical UK procurement flows with clear scopes, change control, and invoice cadence.
If you prefer a discovery-first engagement, we can run a short paid discovery to lock requirements before build.
- GBP-based engagements and invoicing options
- Discovery-first option to reduce delivery risk
- Milestone-based billing when appropriate
- Transparent change control and sign-offs
- Vendor onboarding pack on request
Security & Quality (UK/EU)
We build for reliability and maintainability: clean PRs, tight review loops, and test coverage that matches risk.
Performance budgets and release checklists keep launches predictable—especially when multiple stakeholders review changes.
- CI-friendly testing: unit + integration + smoke tests
- Performance budgets + bundle checks (Core Web Vitals-minded)
- Structured release notes and rollback-safe deployments
- Security checklist for auth, roles, and data flows
- Observability hooks (logs + error tracking) ready for production
Want help with CRM automation with AI?
Book a service call with United Kingdom timezone overlap (UK/EU overlap (GMT/BST-friendly)). GBP-based engagements.
Reply within 2 hours. No-pressure consultation.