CRM & AI automation consultancy
WindexTech implements HubSpot, Salesforce, Pipedrive, and Zoho for businesses worldwide — then builds AI automation on top so your pipeline runs without manual effort.
Platforms we implement
CRM and AI automation consultancy working with businesses across the UK, US, and Middle East. Platform-agnostic — we recommend what fits, not what pays us a referral.
What we do
We find the right CRM for your business, implement it properly, and build AI automation on top so your team spends time closing — not clicking.
Strategy to go-live. Configured to your actual sales process, not a vendor template.
Six-agent systems scoring leads, classifying replies, qualifying inbound, and running outbound — connected to your CRM.
Align sales and marketing around one data model. Attribution, pipeline hygiene, and forecasting that works.
Connect your CRM to Stripe, DocuSign, Apollo, Slack, and your full stack.
Any platform switch — clean migration of records, fields, history, and integrations.
Ongoing retainers for businesses that need a senior CRM expert on call.
Technology stack
Every tool below is used in active client engagements — not aspirational. We select the right combination per brief.
Why WindexTech
No vendor fees. We recommend the right CRM for your business.
Written strategy document before build starts. No scope surprises.
Every CRM build includes automation thinking from day one.
20+ years of CRM expertise. Scoped honestly — you pay for what you need.
CPQ, payment gateways, e-signature, ATS — we build the integrations others avoid.
Recorded training and documentation so your team stays self-sufficient.
Results
Testimonials
“WindexTech took a HubSpot setup held together with string and turned it into something we could actually build the business on.”
Jibble — Head of Revenue
“50,000 records, full history, all integrations live in 8 weeks. Clean handover.”
Trint — Head of Sales
“The Make.com automation layer removed all the manual work — leads qualify and route themselves now.”
Measure Protocol — Head of Growth
“Kauser understood our legal workflow immediately and built something we actually use every day.”
KP Law — Operations Director
Get started
Run a free scan of your HubSpot portal across 10 dimensions — your composite score, every finding, and a 30/60/90 day plan. No card required.