About WindexTech
WindexTech is a specialist CRM and AI automation consultancy. We implement HubSpot, Salesforce, Pipedrive, and Zoho — then build AI-powered automation on top so revenue teams focus on closing, not admin.
Our work spans CRM implementation, complex Salesforce CPQ builds, full platform migrations, RevOps strategy, multi-system integration, and AI agent development — for clients across SaaS, legal, property, staffing, telecoms, and data technology.
Every engagement starts with honest platform advice and a clear written strategy — then we build to match how your team actually works.
Over 20 years working at the intersection of CRM, revenue operations, and technology — spanning enterprise Salesforce architecture, multi-CRM consultancy, and AI automation. Founder of WindexTech, delivering CRM and AI projects for clients across the UK, US, and Middle East since 2018.
Deep hands-on expertise across HubSpot, Salesforce (Sales Cloud, Service Cloud, CPQ, Litify), Pipedrive, and Zoho — combined with practical experience building AI systems that connect to your pipeline and save your team real time.
Expertise
HubSpot, Salesforce, Pipedrive, and Zoho — strategy to training.
Claude API, Make.com, and n8n — six-agent revenue systems connected to your CRM.
Complex CPQ, pricing rules, approval workflows, and REST API integrations.
Full platform switches — 50,000+ records, integrations, complete process rebuild.
Litify on Salesforce — matter management, intake, eBilling, GDPR.
Service Cloud, CLM, and Flair HRIS — multi-system Salesforce builds.
Technology stack
n8n is our automation platform of choice for complex multi-step workflows, GDPR data residency requirements, and AI agent pipelines that need branching logic and custom code beyond what Zapier or Make.com support.
Claude API to CRM webhooks via n8n — scoring, classifying, routing without manual steps.
Bidirectional sync between Pipedrive, HubSpot, Zoho and data sources — records stay current.
Deploy on your own infrastructure — no data leaves your environment.
How we work
No vendor fees. We recommend what's genuinely right for your business.
Written strategy document before build starts. No surprises at go-live.
We design for the people who'll use it daily.
Specific agents for specific problems — measurable results, not AI for the sake of it.
Fully across ICO obligations, PECR, and data residency.
Documentation and recorded training on every project.