B2B services01
Inbound lead automation
Request qualification, task creation and first contact control.
Outcome
New requests reach the responsible manager in CRM immediately, while overdue first contacts are visible to the team lead.
Sales process automation
Every inquirygets the next action
We connect your website, phone, email and messengers to CRM. The system records inquiries, assigns managers and controls each deal, while AI can respond and clarify the request when needed.
Every channel in CRMAI for the first responseTasks created automatically
Sales right now
Unified inquiry queue
Website form
Phone
Messenger
PipelineCRM
Automation requestNew
Corporate portalAssigned
ERP integrationTask
CRM assigned an owner and created a task. AI can respond immediately and clarify the request.
Where sales teams lose revenue
Automation becomes necessary when results depend on manager memory and manual data entry.
Inquiries arrive through different channels and do not always reach CRM
Customers wait too long for the first response
Managers fill records and create tasks manually
Follow-ups are forgotten or postponed without control
Team leads discover problems after a deal is lost
Lead sources and loss reasons are recorded inconsistently
Every sale follows a defined workflow
The system handles routine work and prompts the next action while the manager keeps the conversation personal.
Without automation
Check forms, email and messengers
Copy contacts and inquiry details
Choose a manager manually
Remember every follow-up
Build reports from incomplete data
After implementation
Every inquiry is created in CRM automatically
AI responds immediately and collects missing details
Duplicate contacts are detected before assignment
Each lead receives an owner based on rules
Tasks and reminders follow the current stage
What we automate in sales
The solution is built around your pipeline, rules and CRM.
Inquiry capture
Website, email, phone, chats and advertising platforms.
Qualification
Topic, product, region, budget and priority.
Lead routing
By team, workload, schedule and specialization.
Follow-up control
Tasks, deadlines, reminders and escalations.
AI first response
Knowledge-based answers, request clarification and manager handoff.
Pipeline analytics
Conversion, response speed and loss reasons.
How implementation works
We start with one measurable pipeline segment and expand after validation.
First workflowMeasurable
01
Map the lead journey
Document channels, stages, roles, response times and loss points.
02
Review CRM data
Find duplicates, missing fields and the team's actual working rules.
03
Build the first workflow
Connect one channel, owner assignment and task control.
04
Integrate systems
Connect phone, messengers, email, analytics and internal services.
05
Measure and expand
Compare speed and conversion, then automate the next stages.
Integrations
Works with your CRM and channels
Your team does not have to replace a familiar tool without a reason. We connect automation to the current CRM or help select a better fit.
Bitrix24amoCRM1СEmailPhoneMessengersAPIn8n
EmailChats
CRM
Unified data
Assignment rules
SLA control
Action log
Applied workflows
Sales automation cases
Examples across marketing, customer communication and manager workflows.
Sales and consulting02
Smart Sales Assistant
NLP system for TV channel
Outcome
Response speed = offline consultation
Retail network03
Marketing campaign automation
A single workflow for segments, content, launches and reporting.
Outcome
Recurring launches and reports follow one workflow while the team focuses on offers and hypotheses.
Start with a review
Find the gaps in your sales pipeline
Show us your current stages, channels and working rules. We will identify the best first automation and a measurable outcome.
You can attach a pipeline diagram, playbook or anonymized export.
Frequently asked questions
Do we need to replace our CRM?
Usually not. We first review the current system, data quality and available integration options.
Can you connect messengers and phone systems?
Yes. The exact channels depend on the services you use and their available APIs.
Can AI respond to new customers automatically?
Yes. AI can respond immediately, clarify the request, collect contact details and use an approved knowledge base. Complex questions and sales-ready inquiries are handed to a manager with the conversation history.
Will automation replace sales managers?
No. It handles data entry, task creation and deadline control. Negotiations and unusual situations remain with people.
How do we measure the outcome?
Before launch we record first response time, handled inquiry rate, overdue tasks, stage conversion and CRM data quality.
Where should we start?
Start with a stage that has a visible loss and enough data to compare before and after implementation.