A CRM only pays off when data enters it completely, cleanly and on time. We automate the capture, enrichment, scoring and follow-up around your CRM so your pipeline is always current — and your sales team actually trusts it.
Leads sitting in inboxes instead of the pipeline. Duplicate contacts with half the data each. Follow-ups that depend on someone remembering. Reports nobody believes. These are not CRM software problems — they are missing-automation problems, and they are all fixable.
New leads from forms, ads and directories flow in automatically, enriched and deduplicated. AI scoring ranks them so reps work the best first. Stage changes trigger the right notifications and tasks. Follow-up drafts are prepared but sent by humans. And pipeline reporting builds itself, so the forecast meeting uses this morning’s numbers.
HubSpot is the CRM we integrate most often, and n8n has deep support for it. Salesforce, Pipedrive, Zoho and others connect through their APIs with the same patterns — and for small teams, a well-structured Google Sheets or Airtable pipeline can be the pragmatic CRM.
Core stack: n8n · OpenAI & Claude APIs · REST APIs & webhooks · JavaScript · PostgreSQL / Supabase · Airtable · Google Workspace · HubSpot · Shopify · QuickBooks / Xero
Every project follows our six-step process: a free discovery call and audit, a written proposal with a fixed price, the build on your own accounts, testing with your real data, documented handover with training, and optional monthly maintenance from $100–$500/month.
HubSpot most frequently; Salesforce, Pipedrive, Zoho and similar platforms via API; and Sheets/Airtable setups for smaller teams. If your CRM has an API, we can automate around it.
Safety is designed in: deduplication rules are agreed with you, changes are tested on a sample first, and every automated update is logged so anything can be traced and reversed.
The system prepares personalized drafts and reminds owners at the right moment. Sending stays a human click, which keeps outreach compliant and personal.
A pipeline that discovers potential customers, enriches their business data, qualifies and scores them with AI, and hands your sales team a prioritized list — with follow-up drafts ready.
An intelligent inbox layer that classifies every incoming email, drafts replies in your voice, flags what is urgent, and sends you a clean daily summary.
Your numbers, collected from every platform you use and delivered as clear daily or weekly reports with AI-generated insights your management team can act on.
Book a free 30-minute consultation. We will audit your workflow and tell you honestly what automation can (and cannot) do for it — no obligation.
Book a free consultation