Your Customer Lifecycle Runs Itself

Build a self-running CRM system that automatically nurtures every customer from quote through referral. Eliminate manual follow-ups, missed opportunities, and deals falling through cracks with intelligent workflow automation that triggers at every stage of the customer journey.

PROBLEM

Deals Die in Limbo Without Automated Follow-Up

Your team manually tracks dozens of customer touchpoints, missing critical follow-up windows and letting deals slip away. Without a structured lifecycle system, high-value customers fall through cracks, review requests get forgotten, and reactivation efforts never happen. You need a CRM engine that thinks three steps ahead so nothing gets missed.

SOLUTION

How It Works

Intelligent Trigger-Based Workflows

Automate every critical moment in your customer journey with smart triggers that fire on quote views, job completion, email engagement, and inactivity signals. Your CRM springs into action instantly, sending personalized follow-ups and advancing deals to the next stage without manual intervention. Every customer interaction becomes a catalyst for the perfect next step.

Behavior-Based Segmentation and Lifecycle Staging

Build a structured segmentation framework that automatically tags and routes customers based on their actions, service type, and engagement history. Dynamic segments auto-refresh in real time, ensuring the right customers receive the right message at the right time. Your entire customer base stays organized and actionable without constant manual updates.

Multi-Platform Integration and Data Sync

Connect Freshsales seamlessly with Lemlist and other tools through API webhooks and automation platforms, creating a unified data flow across your entire stack. Field mapping ensures data consistency while engagement events automatically update your CRM, eliminating duplicate work and data silos. Your systems talk to each other so your team doesn't have to.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.