Your CRM has contacts. It doesn't have a working pipeline.
AI CRM Automation builds the scoring, routing, and pipeline logic your team has been skipping manually. Fixed price. Built on tools you already own.
This is for you if:
- Your CRM has contacts in it but nobody updates it consistently
- You can't tell which deals are actually close to closing
- Leads fall through the cracks when your team is busy
- You have data in three different places and no single source of truth
- Pipeline reviews are guesswork because the data is always stale
- You bought a CRM and set it up but your team stopped using it
What you get
A working pipeline
Contacts moving through stages automatically based on actions, not manual updates.
Automated lead scoring
Leads ranked by engagement and intent so your team works the most likely-to-close deals first.
Trigger-based task creation
When a lead hits a certain stage, the right task gets created for the right person automatically.
Data hygiene rules
Duplicate detection, field validation, and source tracking so the data stays clean going forward.
A dashboard your team will actually use
One view showing active deals, follow-up queue, and pipeline health. No spreadsheet needed.
What gets built
- CRM pipeline stage configuration and automation rules
- Lead scoring model based on your actual conversion data
- Trigger-based task and notification system
- Integration with your lead sources (forms, ads, referrals)
- Duplicate detection and merge rules
- Weekly pipeline health report delivered to your inbox
- Team training session on the new workflow
- Documented runbook for onboarding new staff
Fixed price
$2,000
— $2,000 to $4,000
Monthly support available: $400/month support (optional)
Get a Fixed-Price QuoteNot sure what you need? Start with the $500 AI Workflow Audit.
How it works
HubSpot, Salesforce, GoHighLevel, Zoho, Pipedrive, and Close. If you're not on any of these, we can recommend the right one for your business size and budget during the audit.
That's the most common starting point. We audit the current state, clean the data, and rebuild the pipeline structure from scratch with automation rules in place from day one.
Most CRM automation builds take 3 to 4 weeks from kickoff. More complex builds with multiple lead sources or large data migrations can take 5 to 6 weeks.
That depends on how easy we make it. We design the workflow around how your team actually works, not how a CRM vendor thinks a sales team should work. The training session at the end is focused on the specific flows your team will touch daily.
Monthly pipeline review, up to 2 hours of changes, and alert monitoring. Optional at $400/month after the initial build.
Not sure where to start? Book the $500 AI Workflow Audit.
Book the Audit