Leads into your CRM, automatically
Every lead lands in your CRM, tagged, routed and ready for the right person
Leads arrive by web form, email, phone and chat. Someone copies each one into the CRM, if it happens at all, and the good ones go cold.
Before and after
What changes.
Before
Leads sit in an inbox until someone has time to copy them over.
After
Each lead is in your CRM within minutes with the details filled in, a note on what they want, and a task for the right person.
How the AI helps
What basic automation can’t do.
The AI reads messy emails, call summaries and form answers, works out what the person wants and how urgent it is, checks whether they are already a customer, and creates or updates the record. It can start the first reply for a person to approve, and set a follow-up if nobody answers.
Works with
- HubSpot
- Salesforce
- Zoho
- Your agency management system
- Gmail or Outlook
- Google Sheets
What a person still does
You stay in control.
A person approves the first reply and decides who handles the lead. Anything the AI is unsure about is flagged instead of guessed. If your system has no usable connection, we’ll tell you up front.
How we’d start
A small first version for one workflow, reviewed by your team before it runs on its own.
Good fit for
Tell us the task you’re sick of.
No pitch. Come with a messy description and we’ll help you sort it out.