Services  ·  AI-native CRM

A CRM that keeps itself clean.

Every CRM decays. Contacts go stale, stages sit wrong, notes never get written, and within a year the pipeline report is fiction. The fix is not more discipline from your reps — it is a system that maintains itself from the activity that already happens.

In short

An AI-native CRM updates itself from your team's real activity — email, calls, calendar — instead of relying on reps to log it. Contacts are enriched automatically, pipeline stages move on evidence, and the forecast reflects what is actually happening rather than what someone remembered to type.

The problem

The CRM is only as good as the worst data-entry day.

Reps sell or they log — rarely both

Every hour spent updating records is an hour not spent closing. So the logging happens on Friday afternoon, from memory, badly, or not at all.

The forecast is a guess wearing a number

Stages are stale, close dates slip silently, and dead deals sit in the pipeline because nobody wants to mark them lost. The number at the top of the report is confidently wrong.

Nobody knows what was said

A rep leaves and takes the account context with them. The notes field says 'called — following up' from four months ago.

Duplicates and rot

The same company exists three times with different spellings. Enrichment was done once, at import, and has not been true since.

What we build

What it does without being asked.

01

Logs activity automatically

Emails, calls and meetings attach themselves to the right contact and deal from your inbox and calendar. No plugin your reps have to remember to click.

02

Enriches contacts continuously

Job titles, company size, funding and technology signals are refreshed on a schedule, not frozen at the moment of import.

03

Moves stages on evidence

A proposal sent, a contract opened, a meeting booked — pipeline stages advance on things that actually happened, with the evidence attached.

04

Summarises the relationship

Every account carries a current, readable summary of what has been discussed and what was promised, generated from the real thread rather than from someone's memory.

05

Flags decay

Deals with no activity, contacts who changed jobs, accounts that went quiet after a proposal — surfaced as a worklist rather than discovered at quarter end.

06

Deduplicates on the way in

Matching happens at write time, so the third copy of a company never gets created in the first place.

How it works

From first call to running in production.

01  ·  Week 1

Audit what you have

We measure the real state of the current CRM — duplicate rate, stale-stage count, fields that are empty in practice, where the data actually comes from. You get the audit regardless of what you do next.

02  ·  Weeks 1–2

Clean and structure

Deduplicate, normalise, enrich and repair the existing records before adding anything new. Automating on top of bad data just produces wrong answers faster.

03  ·  Weeks 2–3

Wire the maintenance

Activity capture, enrichment, stage logic and decay detection go in, tuned to how your team actually sells rather than to a generic template.

04  ·  Week 3–4

Hand over

Your team is trained on the parts that changed, and the system, code and infrastructure are transferred to you in full.

What you get

Included in every engagement.

  • Written audit of your current CRM's real data quality
  • Deduplication, normalisation and enrichment of existing records
  • Automatic activity capture from inbox and calendar
  • Evidence-based pipeline stage movement
  • Per-account relationship summaries kept current
  • Decay and go-quiet detection as a worklist
  • Reporting that reconciles to the underlying records
  • Full handover of code, infrastructure and documentation

Works with

HubSpotSalesforcePipedriveAttioCloseGmail / Google WorkspaceMicrosoft 365 / OutlookGoogle CalendarSlackStripeQuickBooksPostgres

Not listed? Most tools with an API can be integrated — just ask.

Client results

Every figure came off a real engagement.

B2B SaaS · AI Agents  ·  Mar 2026

CRM data-entry eliminated for a 40-person sales team.

12 hrssaved per rep per week
100%pipeline accuracy
faster deal velocity

Real Estate · AI Agents + CRM  ·  Apr 2026

A 22-agent brokerage stopped losing leads between the cracks.

94%lead response rate (was 58%)
11×faster first contact
+$2.1Mpipeline added in 90 days

Fit

When this is the right call — and when it isn't.

A good fit if

  • A team already using a CRM that has decayed
  • Sales activity that mostly happens over email and calls
  • More than a handful of reps, where consistency breaks down
  • Anyone whose forecast they do not currently believe

Not the right call if

  • Teams with no CRM and under five people — a spreadsheet is genuinely fine
  • Businesses whose sales happen entirely in person with no digital trail
  • Anyone wanting a bespoke CRM built from scratch; we improve what you run

Asked first

AI-native CRM, answered.

What does it cost?

It depends on whether we extend your current platform or build a new foundation, plus the integrations and data migration involved. We scope a custom quote on a short call — no fixed package pricing.

What does it integrate with?

Your email, calendar, phone, LinkedIn, and the tools your team already uses — connected by API so activity flows in automatically. If a tool has an API, we can wire it in.

Can you migrate our existing CRM data?

Yes. We map and migrate your contacts, deals, history, and custom fields from your current system, deduplicate along the way, and validate the data before go-live. Nothing gets left behind in the old tool.

What if our team doesn't update the CRM consistently?

That's exactly what we solve. Activity capture is automated — emails, meetings, and calls logged without anyone touching the CRM manually. If nothing requires data entry, adoption isn't a problem.

How does AI lead scoring actually work?

We train a model on your historical deal data — closed-won, closed-lost, stage conversions — and weight signals based on what actually predicts outcomes for your specific business, not generic industry benchmarks.

Do you build a new CRM or customize an existing one?

Both. If you're on HubSpot or another platform that can be extended cleanly, we customize and add the AI layer. If the current platform is the problem, we build on a flexible foundation designed around your process.

Do we have to move off our current CRM?

No, and we would usually advise against it. Migration is expensive, risky and rarely the actual problem. The decay is the problem, and it can be fixed in place.

Is our customer data sent to an AI provider?

Only what is necessary for the specific task, and you decide the boundary during scoping. Enrichment and summarisation can be scoped to exclude sensitive fields entirely, and we document exactly what leaves your systems.

What happens to records the system is unsure about?

They are flagged for a human rather than merged or guessed. A wrong automatic merge is far more expensive than a duplicate that waits a day for review.

Start

Tell us the part you'd most like to hand off.

30 minutes. No deck, no pitch. Describe the part that costs you the most time, and we'll tell you exactly what it would take to automate it.