CRM & ops workflows
Every lead followed up, every order tracked.
Sales and operations workflows on Salesforce, HubSpot or your CRM: leads routed and enriched, orders and fulfilment synced, follow-ups drafted by AI and sent once someone approves.
Typical timeline: 2–4 weeks
Capabilities
What's included
- Lead capture, enrichment, scoring and routing
- Order, fulfilment and invoice sync between store, CRM and finance tools
- AI-drafted follow-ups and summaries, approved before sending
- Salesforce and HubSpot setup, clean-up and custom objects
- Pipeline and ops reports delivered to Slack or email
- Error alerts and a log of every automated change
How we work
From brief to live
- 01
Map
2–3 daysHow leads and orders move today, and where they get stuck.
- 02
Build
1–3 weeksWorkflows built and tested in a sandbox with your real data.
- 03
Go live
1 weekSwitched on with alerts, documentation and a team walkthrough.
FAQ
Good to know
Yes, and with Pipedrive, Zoho and Airtable-based CRMs. We work inside the tools your team already uses.
Not unless you choose that. By default AI drafts, and a person approves before anything goes out.
Have something in mind?
Send a short brief or book a 20-minute call. We reply within one working day.