Marketing & Sales Ops

Campaigns, leads and follow-ups that run themselves.

Leads copied by hand from forms and emails into a CRM arrive a day late, with typos creeping into a meaningful share of records — and speed-to-lead is one of the strongest predictors of whether a deal closes at all.

What's included

  • Route and enrich inbound leads, then sync them straight into your CRM
  • Trigger personalised follow-up sequences the moment a lead qualifies
  • Keep CRM records clean — dedupe, update stages and log activity automatically
  • Assemble recurring campaign and pipeline reports from every source you use
  • Instant auto-reply and rep assignment the moment a lead arrives, including weekends
  • Works across every inbound channel — web forms, ads, and free-text emails
  • De-duplicates and standardises records as they’re written, not in a monthly cleanup

How it works

1

Lead captured

A form, ad, or inbound email creates a new lead automatically.

2

Enriched & scored

AI adds firmographics and ranks fit against your ideal customer profile.

3

Routed to owner

Assigned to the right rep by territory, segment, or round robin.

4

Synced to CRM

A clean, de-duplicated record is written to HubSpot or Salesforce.

5

Follow-up sent

A personalised sequence triggers automatically, no manual kickoff.

6

Logged & tracked

Activity is logged; only genuine edge cases are flagged for a person.

Works with

HubSpotSalesforceGoogle Workspace

45% faster

lead response time

Leads land in the CRM within minutes, enriched and assigned, with data-entry errors near zero.

Every property inquiry now lands in our CRM in minutes. We handle 3x more leads with the same team.

Operations Lead, Property management firm

Common questions

Which CRMs do you support?+

HubSpot and Salesforce are the most common, but we connect to most CRMs with an API.

Can leads be routed to specific reps by territory?+

Yes — routing rules are scoped to your exact process: territory, segment, round robin, or a mix.

Does this replace our marketing automation tool?+

No — it connects the pieces that don’t talk to each other today (forms, inbox, CRM, reporting) rather than replacing tools you already rely on.

See this built on your own process

Send us one real example and we'll build a working demo of it — free, no obligation.

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