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B2B firms, agencies, wholesalers, professional services

AI sales CRM built around how you sell

A CRM that does the research, writes the follow-ups and tells you which deals to chase today. Designed around how your business works, connected to the tools you already use, and live in weeks, usually at a fraction of the cost of off-the-shelf software.

Leads followed up the same dayHigher conversion from the same leadsProposals in minutesA forecast you can trust

The problem

Off-the-shelf CRMs are expensive per user, need consultants to set up, and still rely on salespeople typing everything in. So the data is patchy, follow-ups slip and the forecast is a guess.

Leads not followed up fast enough
CRM data nobody trusts
Hours spent writing proposals
Paying per user for a tool the team avoids

What's inside, and where AI does the work

Every module is optional. Start with what matters most and add the rest as you see results.

What's inside

  • Contacts, companies and deals
  • Lead capture from your website, email and forms
  • Sales pipeline with forecasting
  • Email and call logging
  • Proposal and quote builder
  • Tasks and follow-up reminders
  • Sales dashboards by person and source

Where AI does the work

  • Scores every new lead and tells you why
  • Researches the prospect before your call
  • Drafts personalised follow-ups and proposals
  • Summarises calls and meetings into next steps
  • Forecasts the month from real deal activity

What it does for your business

Leads followed up the same day
Higher conversion from the same leads
Proposals in minutes
A forecast you can trust

Connects to what you already use

Outlook or GmailYour website formsLinkedIn exportsXero or QuickBooksYour calendarand more

How it works

1

Describe it

Our AI brief builder asks a few questions about your business. About 5 minutes.

2

Plan and price

A plan, the screens you'll get and a fixed price within 2 working days.

3

We build it

A preview link to click through and comment on as it takes shape. Typically 2 to 6 weeks.

4

We look after it

Hosted, secured, updated and improved, with AI spending limits you set.

Questions

How is this different from Salesforce or HubSpot?

It's built around your sales process rather than a generic one, has AI built in rather than as a paid add-on, and you pay a fixed build price and one low monthly fee instead of a licence for every user.

Can we move our existing contacts and deals across?

Yes. We import from spreadsheets or your current CRM as part of the build.

Will the team actually use it?

That's the point of building it around them: AI logs emails and calls and drafts the follow-ups, so there's far less typing.

How much does it cost?

You get a fixed price for the build, agreed before we start, then one monthly fee covering hosting, support, updates and AI running costs within limits you set. Because we build on our own ready-made core, it usually costs a fraction of off-the-shelf software with per-user licences.

How long does it take?

Most first versions are live in 2 to 6 weeks. Describe what you need and we'll send a plan with a timeline and fixed price within two working days.

Do we own our data?

Yes. Your data is yours, you can export it whenever you like, and it's never sold or used to train AI models.