Book a call
Calls, emails, CRM records and outside data come together in one place. AI drafts the Salesforce or HubSpot update, the next step and the follow-up email, and the rep approves. Less sales admin, more selling time.
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Teams
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Outlook
n8n“Our reps spend hours updating Salesforce after calls.”
“The CRM is a mess. Nobody trusts the pipeline numbers.”
“We record calls, but nothing happens with the notes.”
“Inbound leads sit for a day before anyone responds.”
“Putting a proposal together takes too long.”
“Deals go quiet and we only notice at the end of the quarter.”
“Managers chase reps for updates every week.”
“We bought AI tools, but they don’t talk to each other.”
If two of these sound familiar, it’s worth a 30-minute call.
Book a callIt all happens in the tools your team already has open. Here it is in Microsoft Teams: the rep drops in their call notes, and a Salesforce update comes back ready to approve.
Try it: approve or reject the draft →
Each one works on its own and connects to the others. Start with one, add more as the time comes back.
Reps stop doing data entry after every meeting.
A call transcript or voice note becomes a drafted CRM update, stage change, objections, next steps and follow-up email. The rep reviews and approves.
Faster response to inbound, and clean data from day one.
New leads are deduped, enriched, scored and routed to the right owner, with a drafted first message ready to send.
No deal goes quiet unnoticed.
Every lead and contact gets a running summary of its history. Reps get a brief before meetings and a nudge with a drafted next touch when a deal goes quiet.
Proposals out in hours instead of days.
Call recordings, Loom videos, CRM data and pricing come together into a drafted proposal for the rep to finish.
Managers coach bigger teams without adding hours.
Every call is scored against your own methodology, playbook and training. Reps get specific feedback, managers approve outcomes, and leadership feedback sharpens the scoring over time.
Pipeline visibility without chasing reps.
Managers get a weekly pipeline digest, approvals in Slack, and plain-English answers from live CRM data.
A clean handoff from sales to delivery.
A closed-won deal kicks off onboarding tasks, documents and notifications. Service issues are summarized back onto the account.
Pick one or more packages. We scope them, build them inside your stack, and hand them over.
We map your systems and workflows across teams and hand back a prioritized build plan.
In 90 days we roll out one package, measure it against an agreed number, train your people and hand it over.
Leaver offboarding, license checks, phishing triage, internal help bot
Fewer tickets, lower license spend, tighter access.
Day-one provisioning, onboarding checklists, screening summaries, scheduling
New hires productive on day one, less recruiter admin.
Invoice intake, approval routing, expense checks, vendor onboarding
A shorter close and less data entry.
Power Automate consolidation into n8n, event-driven CRM sync
One orchestration layer instead of two.
Every package runs on Anthropic’s Claude and n8n, built by a senior team that scopes and ships it.
As an Anthropic Claude Select Service Partner, we roll out Claude Enterprise, Cowork and Claude Code and build custom MCP servers.
Certified n8n partner and n8n Miami Ambassador. We build n8n Salesforce, HubSpot and Microsoft Dynamics integrations.
Senior engineers who embed with your team and build AI into the systems you already run.
Good, we build on top of them. Those tools capture the call. We make sure the data lands in the CRM, the proposal and the follow-up without anyone copying it over.
Keep it. We connect that call data to your own playbook and training, add manager approval on outcomes, and push the feedback into the CRM, Slack and the weekly digest.
That’s usually where we start. Enrichment and dedupe clean it up as records come in.
Nothing changes how reps work. They approve a draft in Slack or email instead of logging into a new tool.
Workflows run in your own environment or a private instance, and a person approves anything that gets sent or written.
Start with one package, usually Call-to-CRM. The time it gives back pays for the next one.
An agency. We are a done-for-you sales ops and RevOps automation partner: we build inside the CRM and tools you already pay for, then hand it over. There is no new app for reps to learn.
Mostly Salesforce and HubSpot, plus Microsoft Dynamics. We automate CRM data entry from calls, emails and forms, and add AI on top of the CRM you already have.
Thirty minutes. We’ll find where your team loses the most time and tell you straight what we’d build first.