AI Agent
CRM Automation
Keep your pipeline moving
A CRM only works if someone keeps it updated. Most teams don't — because they're too busy doing the actual work. Leads sit ignored, deals go cold, and follow-ups never happen. Our CRM Automation agent keeps your pipeline clean, your leads moving, and your team focused on closing — without adding to anyone's workload.
In Plain English
Your CRM updates itself — leads flow in, deals move forward, and follow-ups send automatically.
Live Demo
See CRM Automation
in action.
An agent that lives inside your CRM, moving deals through stages, triggering follow-ups, and flagging stuck leads before they go cold.
How it works
Three steps. Fully automated.
Routes and scores every lead the moment it arrives
The second a lead comes in — from your website, a Google Ad, a phone call, or a referral — the agent scores it based on job type, budget signals, service area, and lead source. High-score leads get an immediate SMS follow-up and rep assignment. Lower-priority leads enter a nurture sequence. Nothing sits in a queue waiting for someone to notice it. Every lead gets a response in under 60 seconds.
Watches your pipeline and catches what's falling through
Every deal in your pipeline has a clock running on it. If a lead hasn't been contacted within 24 hours, the agent flags it and re-triggers outreach. If a quoted job hasn't responded in 3 days, it sends a follow-up automatically. Deals stuck in the same stage too long get escalated to your manager dashboard with a plain-English alert. Nothing slips through because someone forgot to follow up.
Logs everything so your team can stop doing data entry
Every call, email, text, and meeting is automatically logged to the lead record — with timestamps, outcomes, and next steps. Stage changes are triggered by activity, not by a rep remembering to click a button. Your team stops spending an hour a day on CRM hygiene and spends it closing jobs instead.
What it knows
Trained on YOUR business
- Pipeline stages
- Lead scoring rules
- Rep territories
- Activity SLAs
- Product catalog
- Win/loss reasons
Real outcomes
What clients see with CRM Automation
CRMs we work with
- GoHighLevel (preferred — deepest native integration)
- HubSpot
- Salesforce
- Jobber (field service)
- ServiceTitan (HVAC, plumbing, electrical)
- Custom CRM via API
What gets automated
- Lead assignment by service type, territory, or rep capacity
- Lead scoring on intake (0–100 score, updated in real time as leads engage)
- Follow-up sequences triggered automatically by deal stage changes
- Stuck deal alerts sent to manager via SMS and email
- Win/loss tagging and reason logging after every closed or lost deal
- Weekly pipeline health report delivered to your inbox every Monday
- Duplicate lead detection and merge suggestions
The real cost of a disorganized pipeline
The average service business loses 23% of its leads to slow follow-up or forgotten deals. At an average job value of $1,200, that's $27,600 in missed revenue for every 100 leads you generate. CRM automation doesn't just save time — it recovers revenue that's already in your pipeline.
Common Questions
See it live in your business.
Get a free AI audit. We'll show you exactly how CRM Automation would work for you.
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