A pipeline that runs itself.
Your reps didn't sign up to update CRM fields at 6pm. We remove the admin — capture, enrichment, routing, follow-ups, reporting — so they spend the day in real conversations.
Most CRMs are graveyards of half-updated deals.
Six stages. Zero admin.
- →Website forms → CRM
- →LinkedIn scrape → enrich
- →Business card OCR → contact
- →Auto-score by ICP fit
- →Route to right rep
- →Firmographic enrichment
- →Personalised sequence starts
- →AI-drafted follow-ups
- →Meeting scheduler links sent
- →Content matched to stage
- →Re-engagement triggers
- →Slack alerts on high-intent activity
- →Proposal + quote auto-generated
- →e-signature routed
- →Deal marked won → downstream fires
- →Welcome sequences
- →Handoff to CS with context
- →Task list generated
You bought a tool; nobody designed the flows around it.
Random Zapier zaps, none owned, none observable.
Data quality is so poor that leadership stops trusting the pipeline.
Round-robin doesn't exist. Fastest hand wins the lead.
- ▸HubSpot
- ▸Zoho
- ▸Pipedrive
- ▸Salesforce
- ▸Close, Freshsales, custom
- ▸AI-drafted follow-up emails
- ▸Lead scoring on unstructured signals
- ▸Meeting summarisation → CRM notes
- ▸ICP fit classifier
- ▸n8n workflows
- ▸Clearbit / Apollo enrichment
- ▸Slack alerts on high-intent
- ▸Cal.com / Chili Piper for booking
Garbage pipeline starts with garbage fields.
Before any automation, design the record. A clean data model makes scoring, routing, and reporting possible. A messy one makes every workflow a workaround.
- •Email (unique key)
- •Phone, LinkedIn, company
- •ICP fit score
- •Consent + source
- •Last enrichment timestamp
One source of truth for every person, deduped and enriched.
- •Domain
- •Employee count / revenue
- •Industry + territory
- •Technographics
- •Relationship owner
Rolls contacts into account-level context for ABM and routing.
- •Stage (strict vocabulary)
- •Amount + probability
- •Close date + source
- •Next step + owner
- •Products / interest
Forecasting only works when stages mean the same thing to everyone.
- •Email opens / replies
- •Meeting outcomes
- •Web visits + page depth
- •Support tickets
- •Custom intent signals
Context for the next conversation, not just the last one.
Where automation actually accelerates revenue.
Sales velocity = (Deals × Average deal value × Win rate) ÷ Sales cycle length. Automation helps every variable except deal value — and even that can lift when routing gets sharper.
Before: 50 deals × ₹1L × 20% win rate ÷ 60 days = ₹16.7L/month velocity.
After: 70 deals × ₹1.1L × 27% win rate ÷ 42 days = ₹49.5L/month velocity.
That's a 2.9× lift from automation alone.
CRM automation questions.
Which CRMs do you work with?
HubSpot, Zoho, Pipedrive, Salesforce, Freshsales, and Close. Also custom Postgres-based CRMs when the business demands it.
Can this replace our SDRs?
No — it removes the busywork so SDRs focus on real conversations. Data entry, enrichment, follow-up nudges, and reporting all get automated.
How long to implement?
First automations live in 2 weeks. Full pipeline automation typically ships in 6–8 weeks.
Do you integrate with our email + calendar?
Yes. Gmail, Outlook, Google Calendar, Cal.com, and Calendly are standard integrations.
Can leadership see what's happening?
Yes — every automation is observable. Slack alerts, dashboards, and audit trails per record.
Let your reps sell. We'll handle the CRM.
Book a call. We'll audit your pipeline and outline the automations that free up the most rep time.
Book pipeline auditLet's solve this for your business
Share a bit about your situation — we'll reply with a clear plan within 24 hours.
- Personal reply from Siddiq within 24 hours
- Honest advice — no pushy sales, no fake urgency
- Clear next steps, timeline, and estimate