Leads wait to be picked up
Without routing rules, enquiries go to whoever looks first — or nobody.
CRM & integrations
No lead goes unanswered, and no deal goes quiet unnoticed.
Rules that assign every enquiry within minutes, nudge the follow-ups people forget, and flag the deals that have stalled — all inside the CRM you already use.
- From
- £1,400
- Timeline
- 2–4 weeks
- You own
- The code, from day one
HubSpot Zoho Pipedrive Salesforce Xero QuickBooks Stripe Google Workspace Looker Studio Metabase Power BI Webhooks
This is for you if
- New enquiries sit unassigned until someone notices.
- Follow-ups depend on each salesperson’s memory.
- Managers learn that a deal died only when it is too late.
What it costs you now
What the problem really costs.
Follow-up is inconsistent
Two reps, two habits. The customer experiences whichever one they were given.
Stalled deals are invisible
A deal with no activity for three weeks looks identical to a healthy one on most dashboards.
How it works
How we build it, step by step.
Four stages, each with something you can see and approve before we move on.
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Write the rules in plain English first
Who gets which lead, how fast, what happens next — agreed with sales before any configuration.
-
Automate routing and tasks
Assignment by territory, size or service, with follow-up tasks created automatically at each stage.
-
Add alerts and service levels
Notifications when a lead is untouched, a quote is unanswered or a deal has gone quiet.
-
Review the numbers together
Response time, conversion and stall rate, so the rules improve with evidence.
What you walk away with
Everything is yours.
Source files, documentation, accounts and keys transfer to you. Ongoing support is a choice, never a dependency.
- Written routing and follow-up rules
- Configured assignment automation
- Follow-up task sequences
- Stalled-deal alerts
- Response-time reporting
- Manager dashboard
Best fit
Works especially well for.
Straight answers
Sales pipeline automation: your questions, answered.
Will automation make us sound robotic?
Automation creates tasks and reminders for your people; the messages still come from them. Where we draft messages, a person reviews them.
Does it work with HubSpot, Zoho or Pipedrive?
Yes. Those CRMs have solid automation tools, and we extend them with custom code where their built-in options fall short.
How do we measure whether it works?
We record your current response time and conversion rate first, then report the same measures afterwards.
Can salespeople override the rules?
Yes. Automation sets the default; people can reassign, and every override is recorded so you can see patterns.
Often paired with
More from this area.
-
CRM setup and customisation
HubSpot, Zoho, Pipedrive or custom — configured around your sales process, with your team trained to use it.
from £900 -
AI sales assistant
Enriches leads, scores them, drafts the follow-up and briefs your rep before every meeting.
from £1,400 -
Outbound calling agent
Rings new enquiries within seconds, wakes up old leads and confirms appointments — then passes warm ones to sales.
from £1,800
Start here
Want sales pipeline automation? See it before you pay.
Describe it in your own words. A person reads it, and for most projects you get a free mockup within one working day.