Services
From platform selection and CRM implementation through to AI agent builds and revenue operations strategy. Scroll through or jump to the section you need.
01 — CRM implementation
Most CRM projects fail at configuration — wrong pipeline structure, unmapped fields, automations that don't match how your team actually works. We fix this by starting with deep process discovery before touching a single setting.
Start a conversation ↗What's always included
Sales Hub, Marketing Hub, and Service Hub. Inbound-led businesses, marketing-sales alignment, and ease of adoption.
Sales Cloud, Service Cloud, CPQ, and Litify. Complex data models, enterprise integrations, and industry-specific builds.
Sales-first CRM for teams that want fast deployment, visual pipelines, and high rep adoption from week one.
Flexible and cost-effective. Ideal for businesses needing deep customisation without the Salesforce price tag.
Full platform switches — Salesforce to HubSpot and any direction. 50,000+ records, integrations, and complete process rebuild.
Litify on Salesforce for law firms — matter management, client intake, eBilling, fee-earner workflows, GDPR-compliant configuration.
02 — AI automation
Most businesses have a CRM. Far fewer have AI working inside it — scoring every inbound lead, classifying every reply, routing enquiries to the right rep, and running outbound research without anyone pressing a button.
Every agent we build solves a specific, measurable problem in your sales or marketing process — connected to your CRM, logged on every contact record, and visible to your team in real time.
Talk to us about AI ↗What every AI engagement includes
The agents we build
Deploy one, several, or all six — depending on where your biggest bottlenecks are. They all connect to your CRM.
Monitors hiring signals, funding rounds, and intent data to surface warm prospects automatically — before your competitors do. Feeds enriched contacts directly into your CRM.
Scores every lead against your ICP in real time — firmographic fit, intent signals, engagement level, and role relevance. High-priority contacts surfaced to the right rep automatically.
Writes personalised first-touch outreach based on company context, role, and recent signals — not mail merge. Human-reviewed before send.
Reads every reply and classifies it: interested, not now, objection, unsubscribe — then routes or responds accordingly. No inbox monitoring required.
Qualifies every form submission or website lead against your ICP within minutes. Qualified leads routed to the right rep or sequence. Unqualified leads handled without wasting rep time.
Handles first-touch inbound replies — acknowledges, qualifies, and books calendar slots without rep involvement. Warm handoff with full CRM context when sales-ready.
How it works
A prospect signal, form submission, reply, or scheduled search fires the automation.
The AI reads, scores, classifies, or writes — based on your ICP and CRM data.
Score, classification, and action logged on the contact or deal record — visible to your team.
Warm leads routed. Replies handled. Bookings confirmed. Your team only touches things that need human judgment.
Use cases by sector
Product usage triggers lead scoring. High-intent trial users surfaced to reps within hours. Low-intent users enter nurture sequences automatically.
Signal researcher finds warm prospects. Message generator writes personalised outreach. Reply classifier handles the inbox. Reps only speak to interested contacts.
Every web enquiry qualified by matter type and case complexity within minutes. Right fee-earner assigned automatically. Unqualified enquiries handled without wasting fee-earner time.
Inbound leads scored by engagement and budget — routed to the correct pipeline automatically. High-intent leads prioritised for immediate rep outreach.
Leads classified by buyer type and routed to the correct pipeline. Daily briefings on relevant prospects and signals — no manual research.
Inbound enquiries scored against client profile and order volume. Qualified leads auto-assigned to the right relationship manager.
03 — RevOps strategy
A CRM is only as good as the data model and process behind it. RevOps strategy aligns your sales and marketing teams around a shared pipeline — clean attribution, accurate forecasting, and dashboards that tell the truth.
Discuss RevOps ↗What RevOps strategy covers
Sales, marketing, and CS working from the same CRM data model — no more spreadsheet reconciliations.
Know exactly which channels and campaigns are driving pipeline — not just traffic.
Stage-based probability models and pipeline health scoring so your forecast reflects reality.
Dashboards built for the decisions you actually need to make — not a default template.
04 — Platforms
No vendor referral fees. We advise based on your needs, then implement with genuine depth across all six.
05 — Pricing
Every project is scoped before a price is agreed. Every quote includes a breakdown of what's in scope, what's excluded, and what would trigger additional cost.
A structured review of your CRM and automation setup. Honest written findings on what's working, what isn't, and where AI could make a difference.
Strategy, architecture, configuration, workflows, and team training. Complex builds scoped and quoted separately.
Flexible monthly access to senior CRM and AI expertise — admin, optimisation, new automations, and troubleshooting.