CRM automation that keeps every record clean and moving
Enrichment, de-duplication, scoring, routing, task creation and follow-up, wired into your CRM so records stay clean and deals keep moving, without manual admin.
What this is
A CRM is only as good as the data in it and the discipline around it. In practice, records go stale, leads sit unassigned, follow-ups slip, and reporting stops being trusted. Automation fixes the discipline problem.
We automate the repetitive CRM work, on entry, on stage change, on a timer, and give your team a dashboard to tune the scoring model and routing rules themselves.
- Enrichment, Company and contact data filled in automatically on entry.
- De-duplication, Merge rules that keep one clean record per person and company.
- Lead scoring, A model tuned to your closed-won history, editable by your team.
- Routing, Instant assignment by territory, product, size or round-robin.
- Task automation, The right next action created on every stage change.
Sound familiar?
If two or more of these are true, there is a strong case for this service.
- Duplicate and half-empty records nobody trusts
- Leads sitting unassigned for hours or days
- Follow-up that depends on a rep remembering
- Reports that leadership argues with instead of acting on
- Reps doing data entry instead of selling
The full scope
Enrichment
Company and contact data filled in automatically on entry..
De-duplication
Merge rules that keep one clean record per person and company..
Lead scoring
A model tuned to your closed-won history, editable by your team..
Routing
Instant assignment by territory, product, size or round-robin..
Task automation
The right next action created on every stage change..
Follow-up sequences
Multi-channel cadences that stop on a reply..
From first call to live and improving
Data quality, stages, ownership and reporting gaps.
Scoring, routing, tasks and cadences with your team.
Enrichment sources, telephony, email and messaging.
Run in parallel, compare against manual for a sprint.
Refine the model from real outcomes.
One system, not another silo
This service is built to plug into the rest of your stack, a lead never has to be re-typed to move from one step to the next.
Web, WhatsApp, phone and forms feed enquiries in at any hour.
Reads the context, decides the next step, then acts or escalates to a person.
Every action is logged, routed and followed up with nobody re-typing.
One record per contact with the full conversation and action history.
Works from the dashboard: sees every run, edits the rules, steps in when needed.
Live visibility
Every run, message and action logged with a full audit trail, searchable and exportable.
Edit the rules
Change triggers, conditions, templates and routing from the dashboard, without calling us.
Pause & kill-switch
Stop any workflow instantly, or roll back to a previous version in one click.
Roles & access
Give each team member exactly the permissions they need, nothing more.
Reporting built in
Volume, response time, success rate and cost per outcome, by workflow and by owner.
Support on call
Monitoring and SLAs from our team, but the controls stay in your hands.
Your personal dashboard, full control
Every automation we build hands your company a dedicated dashboard. You are never locked out of your own system: you see what runs, why it ran, and you can change or pause any part of it yourself.
You are never locked out. We monitor and support the system, but your company holds the controls, see, edit, pause and report on every automation yourself.
See the dashboardWhat changes for your team
Instant response
Leads actioned in seconds, not hours.
Clean data
Reporting your team actually trusts.
Better focus
Reps work the highest-scoring records.
No slippage
Follow-up happens every time.
What you actually get working with us
Senior people on the work
You deal with the people building it, not a rotating account layer.
You own everything
Code, accounts, data and documentation are yours. No lock-in to us.
Official APIs only
We build on vendors’ supported platforms, no grey-market tools that get accounts banned.
Built to measure
Every engagement ships with tracking so you can see what it actually changed.
Automation-first
We look for the manual work to remove permanently, not just the task in front of us.
We stay after launch
Monitoring, iteration and support, the system keeps improving, not just shipping.
Where this fits
Real Estate
Generate qualified property leads and showcase listings online with targeted digital campaigns.
E-Commerce
Increase online sales through conversion-optimized websites and data-driven marketing campaigns.
Beauty & Cosmetics
Build brand presence and drive customer acquisition through social media and influencer marketing.
Healthcare & Clinics
Attract more patients through local SEO, Google My Business optimization, and patient education content.
Fashion & Retail
Boost retail sales and online visibility through multi-channel marketing and customer engagement strategies.
Restaurants & Hospitality
Fill tables and increase reservations through local SEO, food photography, and targeted dining promotions.
Typical starting point: PKR 48,000 / $171
per month, from the Chatbot Starter plan. Every engagement is scoped to your goals, this is a starting point, not a quote.
Common questions
The mainstream platforms (HubSpot, Pipedrive, Zoho, Salesforce and others) and any CRM we build for you. If it has an API, we can automate it.
No. Merge and update rules are conservative and logged. You can review and roll back any change from the dashboard.
Yes. Scoring weights, routing rules and cadence steps are all editable in the dashboard.
We start from your closed-won and closed-lost history, agree the signals with your sales leaders, then refine it monthly from live results.
It is included from the AI Agent plan (PKR 98,000 / $349 per month) and in Growth Engine. A custom CRM build is priced separately. Launch pricing applies to early clients.
A first pass of scoring, routing and follow-up automation is usually live in two to four weeks, then tuned monthly.
Captures every lead, dedupes and enriches it, scores and routes it to the right owner, creates tasks and reminders, and runs multi-channel follow-up until the lead responds.
Yes. We automate on top of it. We only suggest a custom CRM when your process genuinely does not fit an off-the-shelf tool.
A live dashboard: new and qualified leads, pipeline value, stage conversion, response time, and cost per qualified lead by source.
Book a free strategy call. We review your pipeline and current CRM, then propose the automation that removes the most manual work first.