04 · CRM & Pipeline

Every lead, every stage — one place.

A customised CRM with smart pipelines, lead scoring, routing, and a live internal AI assistant.

Get your CRM builtAll services
Live · See it in motion

What it looks like — running.

Live · Missed-Revenue Recovery
Cycle 01
Inbound
Engaged
Qualified
Booked
Showed Up
S
Step 01 · Inbound

Lead arrives

Inbound lead from WhatsApp. Sarah W. requesting site survey.

Sarah W.
via WhatsApp
“Hi — do you take new clients for site survey?”
Agent Dashboard · Live operations
Streaming
Conversations · live
5
Leads engaged today
21
Bookings · today
9
Activity feed
Live
Mia · 24/7 · 87% reply rate
£4,200 booked today
What you get · 6 sub-products

Everything inside — unpacked.

01

Customised CRM

A CRM built around your business, not a generic Salesforce stub.

How it works
  • Map your fields, stages, and roles with us
  • We configure GHL or a custom backend
  • Onboard the team in under an hour
02

Custom Pipelines

Visual deal/lead pipelines tailored per service line or campaign.

How it works
  • Define stages with us
  • Automated transitions based on actions
  • Filter, segment, and report at a glance
03

Lead Scoring

AI scores every lead A/B/C so your team works the hottest first.

How it works
  • Define fit + intent signals
  • Each lead scores in real time
  • Scores drive routing and sequencing
04

Lead Routing

The right lead, to the right person, in seconds.

How it works
  • Routing rules by service, geo, or owner
  • Round-robin + skill-based options
  • Escalation alerts when something stalls
05

Tracking Dashboard

Live view of leads, conversations, bookings, and revenue.

How it works
  • Dashboard configured to your KPIs
  • Live conversation + booking counters
  • Owner + manager views
06

Internal AI Assistant

An always-on assistant for your team — query the CRM, draft replies, get summaries.

How it works
  • Connected to your CRM + inbox
  • Ask in plain English
  • Drafts go to staff for one-click send
Why this matters

Without a clean pipeline, leads slip. A real CRM converts more without hiring more.

The outcome

Every lead accounted for. Every team member knows what to do next.

Get your CRM built
Related capabilities

Stack it with — these.

02 · Category

Conversation AI & Chatbots

On-brand AI conversations across web, WhatsApp, Messenger, Instagram DM, TikTok DM, LinkedIn, and SMS — unified in one inbox.

Explore
05 · Category

Booking & Calendar

AI-managed booking, smart calendars, automated reminders, and a scheduler that books in conversation.

Explore
12 · Category

Analytics & Compliance

Live analytics, monthly performance reviews, an agent dashboard, POPIA compliance, and a continuous CRO loop.

Explore
Free consult · No obligation

Let's map out what we'd build for you.

Start with a free consult. We'll show you exactly where you're losing customers and what we'd build to fix it — then you decide.