Lead-based businesses
Automation & CRM Workflows
Wire your tools together so leads get followed up and ops stop leaking time.
Most businesses quietly lose time and leads in the gaps between their tools — a form no one follows up on fast enough, admin re-keyed by hand, a CRM that's always slightly out of date. We build automation and CRM workflows that close those gaps, so every lead gets worked, your data stays clean, and your team spends its hours on work that actually needs a human. That might mean instant lead routing and follow-up across email, SMS and WhatsApp, automated booking and invoicing, a CRM wired to the rest of your stack, or AI chatbots and agents that qualify and answer. We start from where the friction and lost revenue really are, and automate that first.
What we deliver
- CRM workflows
- WhatsApp / email / SMS follow-up
- AI chatbots
- Booking flows
- Invoicing automation
Problems we solve
- Leads going cold from slow follow-up
- Manual admin eating the week
- Tools that don't talk to each other
How we work
- Map the current workflow
- Automate the highest-friction steps
- Connect the tools you already use
How we approach Automation & CRM Workflows
We begin by mapping how work actually flows today — where leads come in, who follows up, and which steps are manual, slow or forgotten. That map shows the handful of automations that will recover the most time or revenue first.
We then connect the tools you already use — your CRM, forms, WhatsApp, email/SMS, calendars and invoicing — with workflows built in the right layer (native integrations, Make/Zapier/n8n, or custom code) so they stay reliable rather than brittle. Where it helps, we add AI: chatbots that qualify, agents that draft or route, summaries that save reading.
Each workflow ships with logging and alerts so failures are visible, and we document how it runs. Automation isn't set-and-forget, so we offer ongoing support as your tools and volume change.
Pricing. Automation projects start around £1,500, with ongoing automation support from £500/month. Every project is scoped and fixed up front, so you know the cost before we start.
Frequently asked questions
Which tools and platforms can you connect?
Most of them — CRMs (HubSpot, Pipedrive, GoHighLevel and others), forms, WhatsApp, email/SMS, calendars, payment and invoicing tools, and anything with an API. We build with native integrations, Make/Zapier/n8n, or custom code depending on how reliable it has to be.
How quickly does automation pay for itself?
Usually fast — quicker lead follow-up and removed manual admin tend to cover the cost within weeks. We target the highest-friction steps first so the value shows up early.
Do you build AI chatbots and agents?
Yes — LLM-powered chatbots and agents wired into your real tools and data: qualifying leads, answering FAQs, drafting replies, routing and summarising. We build them into products, not as gimmicks.
Is automation set-and-forget?
It needs light upkeep as your tools, offers and volumes change. We add monitoring and alerts, and offer a monthly support option so workflows keep running as things evolve.