Practice/AI & Automation/Sales Automation

Sales Automation

We take the manual steps out of the sales pipeline — capturing and qualifying leads, routing them to the right manager, following up and reporting — so every lead gets attention on time.

01What we automate
01

Lead capture

Enquiries from the site, ads, forms and messengers land in the CRM automatically, with the right fields filled in.

02

Qualification

A lead is scored against defined criteria — budget, need, timeline — before it reaches a manager.

03

Routing and follow-up

Leads are assigned by rule, and the system prompts a follow-up if there's been no response.

04

AI sales assistant

The assistant drafts replies, call summaries and next steps on a deal, saving the manager's time.

02Common scenarios

A lead with no response

If a manager hasn't reached a lead within a set time, the system reminds them or reassigns the task.

Prioritising hot leads

High-scoring enquiries go straight to the manager with the lightest current load.

Customer activity alerts

A manager learns when a customer reopens an email, revisits the site, or replies in a messenger.

Ongoing follow-up

The system reminds the manager through a sequence of touches until there is an answer or a clear no.

03How it works
  1. 01

    Lead capture

  2. 02

    Qualification

  3. 03

    Routing

  4. 04

    Follow-up

  5. 05

    Analytics and reporting

04Integrations
  • amoCRM
  • Bitrix24
  • HubSpot
  • Telegram
  • WhatsApp
  • Email
  • Google Sheets
  • Analytics (GA4, Yandex Metrica)
05Benefits for the business
01

No lead goes unanswered

The system tracks every enquiry through to first contact.

02

Faster first touch

Qualification and routing happen automatically rather than waiting in a queue.

03

Clear visibility into manager workload

Leadership can see who is carrying how many active leads and where the bottleneck is.

04

Data for real decisions

Pipeline reporting is built from actual events, not manually updated spreadsheets.

06Example solutions

Automatic lead routing

Enquiries are distributed across managers by region, product or current workload.

An AI assistant for follow-up

Drafts a message or email for a repeat touch based on the conversation history.

A sales pipeline dashboard

Shows conversion by stage and where deals most often stall.

07Implementation stages
01

Pipeline diagnosis

We look at how leads move today and where they stall or get dropped.

02

Rule design

We define scoring, routing and follow-up rules for your specific pipeline.

03

Build and integration

We connect the system to your CRM, messengers and reporting tools.

04

Launch and tuning

We put it into production and adjust the rules against real conversion data.

08Questions and answers
Will this replace our sales managers?

No — it removes the manual, repetitive steps so managers spend their time on conversations that need a person, not on data entry.

How does lead scoring work?

We define the criteria together — budget, timeline, fit — based on what actually predicts a good customer for your business.

Can it work alongside our existing CRM rules?

Yes — automation is built on top of your CRM's existing structure rather than replacing it.

What if a lead needs to be reassigned later?

Routing rules can account for reassignment, absence and workload changes without manual intervention.

Can we see the impact on conversion?

Yes — we set up reporting so you can compare pipeline performance before and after automation.

Next step

Tell us where leads slow down in your pipeline.

We'll show you which steps are worth automating first.