SERVICES

Connect · Qualify · Follow up · Learn

AI, CRM & Marketing Automation

Reduce repetitive work without losing the human touch. We design scoped assistants and connected workflows around your business, approved data and existing tools, with clear permissions, human handoffs and checks before important actions.

10

Connect · Qualify · Follow up · Learn

AI, CRM & Marketing Automation

Reduce repetitive work without losing the human touch. We design scoped assistants and connected workflows around your business, approved data and existing tools, with clear permissions, human handoffs and checks before important actions.

  • AI assistants, FAQs & lead qualification
  • CRM setup, routing & sales follow-up
  • Permission-based WhatsApp, email & SMS
  • Social forms & customer-service integrations
  • Connected reporting & campaign alerts
  • Workflow testing, approvals & human handoff

Your brief. Your scope.

Proposal after discovery

Plan Your Project →Explore Our Work →
How We Work · 6 Stages

THE
Process.

How we deliver ai, crm & marketing automation: six focused stages, with scope, approvals and timings agreed around your project.

6
01

Step 01 · Business operations

Workflow & Data Audit

Map repetitive tasks, approved data, existing systems and human decision points. Identify where an assistant or automation can provide useful support.

02

Step 02 · Scope & safeguards

Automation Blueprint

Design the workflow, assistant boundaries, permissions, consent rules and exception handling. Define when a person must approve or take over.

03

Step 03 · CRM & integrations

Connect & Configure

Configure the agreed CRM, routing, assistants and supported integrations. Keep credentials server-side and use access appropriate to each workflow.

04

Step 04 · Reliability & review

Test Real Scenarios

Test expected journeys and edge cases with suitable test data. Check duplicates, failures, opt-outs, output accuracy and human handoffs.

05

Step 05 · Controlled activation

Pilot & Team Training

Activate the approved pilot, train the responsible team and review live behaviour. Refine the workflow before expanding its scope.

06

Step 06 · Ongoing operations

Monitor & Improve

Monitor reliability, response quality and useful business outcomes. Review exceptions and refine approved workflows as systems and requirements change.

6 stages

One connected process

AI-assisted

Human-led decisions

Clear

Client approvals

Ongoing

Measure & improve