A CRM That Updates Itself.
Stop losing leads to manual entry. I connect your forms, calls, and inbox straight into your CRM, deduplicated, enriched, and routed to the right person automatically.
Book Your Free Discovery CallWhat's Actually Going Wrong.
Leads Sit in an Inbox
Enquiries wait for someone to add them to the CRM, and by then the lead has gone cold.
Duplicate Records
The same contact exists several times, and nobody knows which record is current.
No Consistent Follow-Up
Follow-up depends on someone remembering, so some leads never get a reply.
Reporting Nobody Trusts
Pipeline numbers are wrong because deals were never logged consistently.
One System of Record, Kept Current Without Anyone Typing.
I wire your lead sources, CRM and calendar together so every new contact lands with the right owner and the right next step, without anyone copying it across.
What I Build.
Lead Capture & Routing
Web form, call, email and chat enquiries land in the CRM within minutes, with an owner.
Dedupe & Enrichment
New contacts are checked against existing records and enriched with company data automatically.
Pipeline Automation
Stage changes trigger a task, email or Slack alert, so deals don't stall silently.
Reporting Sync
CRM data flows into the reporting tool your team already uses, kept current without manual export.
How I'd Build This For You.
Map Your Lead Sources
Every place a lead can enter, including forms, inbox, calls, and referrals.
Design the Routing Logic
Who gets what, and by what rule, such as territory, deal size, or product line.
Build & Connect
Wired into your existing CRM and connected to your lead sources.
Monitor & Refine
I watch the first weeks live and tune the rules.
Tired of Chasing Your Own CRM?
Book a free call and I'll show you where the gaps are.
No obligation.
Frequently asked questions.
Which CRMs do you work with?+
Whichever you already use, including HubSpot, Pipedrive, Salesforce, Close, Zoho or a custom system.
Will this replace my CRM?+
No. This automates what feeds into your CRM and moves within it. It stays your system of record.
Can it handle complex routing rules?+
Yes, including multi-condition logic such as territory, deal size and product, which usually needs Make or n8n rather than simple Zapier rules.