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Sales automation
AI sales and CRM automation
Stop inbound leads waiting in a shared inbox. Connect enquiries to your CRM, assign an owner, and prepare a reply for review. Start with one measurable workflow before expanding.
Built for SMB teams
ROI-led scope
Existing tools first
Best for
SMB sales teams with existing inbound enquiries, a CRM, and a named owner. Best when lead assignment, follow-up, or CRM updates still rely on manual handoffs.
What you get
A scoped pilot: one enquiry source, duplicate checks, owner routing, CRM field rules, reviewed reply drafts, and an exception queue. Agree the scope before implementation.
Measured by
Lead-to-owner time, first human response time, unassigned enquiries, duplicate records, and rep minutes per lead. Compare against your baseline, not a promised uplift.
How to choose
Start with one lead handoff
Bring your enquiry source, CRM, owner rules, and current bottleneck. We will review fit, inputs, and acceptance criteria. Pricing and timing follow scope confirmation; no CRM migration or autonomous sending by default.
Review the pilot scope
Sales automation decision guide
CRM-specific workflows
Start with CRM hygiene, meeting notes to fields, lead enrichment, stale-deal alerts, duplicate detection, next-step reminders, and handoff summaries. These workflows improve pipeline visibility without asking AI to sell on its own. They also create cleaner data for later scoring and forecasting.
Lead scoring inputs
Useful scoring should explain the reason behind each recommendation: firmographic fit, intent signal, source, behavior, urgency, deal size, historical conversion pattern, and missing data. A score that cannot be explained will not earn rep trust, even if it looks impressive in a dashboard.
Follow-up playbooks
AI can draft follow-ups from call notes, form submissions, website behavior, and CRM context. The best playbooks define tone, offer, next step, proof points, and stop conditions. Human review should remain in place for high-value accounts, pricing, legal language, and unusual customer context.
Deliverability caveats
More automation is not automatically better. High-volume generic sending can damage sender reputation and brand trust. Use AI to improve relevance, segmentation, QA, and timing, while keeping list quality, consent, suppression rules, and email deliverability controls outside the model.
Revenue metrics
Measure speed to lead, response rate, booked meetings, CRM completeness, time spent on admin, stalled opportunities, follow-up consistency, and conversion by source. If the pilot only saves rep time but never improves pipeline quality, the next iteration should target handoffs or qualification logic.
Rep-in-the-loop controls
Give reps a simple way to approve, edit, reject, and explain AI suggestions. The early goal is trust and learning, not full autonomy. Edits reveal which instructions, CRM fields, or playbook rules need refinement before automation expands to more accounts or actions.
New implementation pages
Use these pages when the sales bottleneck is more specific than broad automation: Pipedrive workflow ownership, Salesforce controls, or meeting context that never reaches the CRM.
Pipedrive AI Automation
Lead routing, CRM hygiene, deal follow-up, and reviewed sales workflows for Pipedrive teams.
Salesforce AI Automation
Plan Salesforce workflow automation with clear field ownership, review controls, and measurable pilot criteria.
Meeting Notes to CRM
Turn approved meeting context into reviewed CRM notes, tasks, and follow-up preparation.