Call and email summaries
Written up and attached to the right record without anyone typing notes.
◆ Solution
AI CRM Automation
AI CRM automation keeps your customer records accurate without manual data entry: logging activity, summarising calls and emails, cleaning duplicates, and surfacing the accounts that need attention today. AI Easy Mode builds this around your existing CRM rather than asking your team to migrate to a new one.
The CRM is only as good as the last person who updated it
Reps hate data entry, so notes are thin, stages are stale and pipeline reports are fiction. The system meant to create visibility ends up hiding the truth.
- Activity logged late or never
- Duplicate and incomplete records
- Follow-ups depending on memory
Let the system do the admin
Emails, calls and meetings summarised and logged automatically, records deduplicated and enriched, and a daily list of who needs contact with a drafted message attached.
- Automatic activity capture
- Ongoing data hygiene
- Prioritised daily follow-up list
Who this is for
- Sales teams
- Advisory and client-service practices
- Owners running their own pipeline
What we actually build
Pipeline hygiene
Stale deals flagged, duplicates merged, missing fields filled from public sources.
Daily call list
Ranked by likelihood and time since last contact, each with a suggested opener.
How we do it
01
Audit the data
We look at what is actually in the CRM before automating anything on top of it.
02
Automate capture
Activity logging first — it produces the data everything else depends on.
03
Add prioritisation
Rules and signals that decide who matters today.
04
Review with the team
Sales teams only adopt what makes their morning easier.
Typical integrations
- HubSpot
- Salesforce
- Pipedrive
- Email and calendar
- Call recording tools
- Marketing platforms
Why it's worth doing
Trustworthy pipeline
Forecasts based on data that is actually current.
Faster follow-up
Nothing sits for two weeks because someone forgot.
Less admin
Reps sell instead of typing.
§ FAQ
Questions people ask before starting
- Do we have to change CRM?
- No. We build around the CRM you already use wherever it has a usable API, which most mainstream systems do.
- Will AI send messages to clients on its own?
- Only if you want it to. The default is drafted and queued for a human to approve, which is what we recommend for anything client-facing.
- Is call recording required?
- No, though it improves summaries. Email and calendar activity alone already covers most of the logging gap.
Tell us the problem. We'll tell you if we can help.
A free 30-minute call, a written scope, and a fixed number before anything gets built. If software isn't the answer, we'll say that too.
Fix our CRM →